This guide walks you through how it works, common use cases, and how to build, test, and enable your first automation.
How the Sendr Automation Builder Works
Automations in Sendr follow a simple logic:
Trigger: Action(s)
A trigger listens for an event (for example, a new form submission).
One or more actions run automatically when the trigger fires (for example, creating a Sendr page or sending an email).
Each automation runs in real time and processes data step by step, passing information from the trigger to every action that follows.
Common Use Cases
The Sendr Automation Builder can be used across sales, marketing, and operations. Common examples include:
Create a Sendr page after a form submission
Send email notifications when a lead is created
Enrich contact data before outreach
Sync leads between Sendr and CRMs
Trigger personalized videos or pages based on intent signals
Push automation data to external tools using webhooks
These workflows help reduce manual work and ensure faster follow-ups.
How to Use Triggers
Triggers define when your automation starts.
To set up a trigger:
Go to Automation in Sendr.
Click Create Automation.
Choose a trigger app or event.
Configure the trigger fields (if required).
Save the trigger.
Once active, the trigger waits for incoming data and starts the automation automatically.
How to Use Actions
Actions define what happens after the trigger fires.
To add an action:
Click Add Action after the trigger.
Select the Sendr action or connected app.
Map fields using data from the trigger.
Save the action.
You can add multiple actions to a single automation. Each action runs in sequence and can use data from previous steps.
How to Test an Automation
Testing ensures your automation works before enabling it.
To test:
Open the automation editor.
Run the trigger using test data (for example, submit a form).
Click the Play icon on each step to verify the output.
Confirm data is passing correctly between steps.
Testing helps catch missing fields or incorrect mappings early.
The History Section
The History section shows all automation runs.
Here you can:
View successful and failed executions
Inspect input and output data for each step
Identify errors and troubleshoot issues
This section is essential for monitoring automation performance and debugging.
How to Enable an Automation
Once testing is complete:
Review all trigger and action steps.
Toggle the automation to Enabled.
The automation will now run automatically whenever the trigger condition is met.
You can disable or edit automations at any time without losing configuration.
Final Notes
The Sendr Automation Builder is designed to be flexible, scalable, and easy to maintain. Start with simple workflows, test often, and expand with additional actions as your automation needs grow.
For step-by-step integration guides, explore the full collection of Sendr Automation Guides.
The Automation Builder is Sendr's no-code workflow that lets you connect your favorite apps and automate repetitive tasks by setting up triggers (events that start the automation) and actions (tasks performed automatically), eliminating manual work and running 24/7 to streamline your business processes and outreach efforts.