DOCUMENTATION
Automations
Build triggers and flows that move deals forward without manual work.
- Building your first automationBuild an automation in Lend1 that reacts to a deal stage change, test it with a dry run, activate it, and read its run history and statuses.
- Writing email templates and global variablesWrite reusable email templates with merge fields for your Lend1 automations, and set global variables such as your office phone for client emails.