--- title: Automation Home (Test) description: "The Automation feature lets you automate your entire workflow using an intuitive and easy to use visual designer. It’s a powerful way to push your leads to conversion! Just set it up once and watch your leads trickle down the sales funnel with ..." url: "https://supportb.kinsta.cloud/docs/automation-home-test/" updated: "2020-07-13" category: "FAQ: Automations" --- # Automation Home (Test) The Automation feature lets you automate your entire workflow using an intuitive and easy to use visual designer. It’s a powerful way to push your leads to conversion! Just set it up once and watch your leads trickle down the sales funnel with minimal manual effort. Here are some examples of what you can achieve through automation – - Send automated campaigns to leads and follow up based on their behaviour. - Nurture leads with the right messages depending on their engagement. - Automatically distribute leads to users/groups based on location, interests, products, etc. - Automatically check-in/check-out your users, create tasks and alerts based on their availability and send them automated messages on special occasions. - Use Lapps and webhooks to pull/push data and automate processes you perform in third-party applications. - And lots more…   ## Lead vs. User Automation You can set up 2 different types of automations based on the automation trigger you select – ![automation types](https://help.leadsquared.com/wp-content/uploads/2018/05/lead-vs-user-automation.png) If you’re new to the automation feature, we recommend you go through this article first. If you’ve used automation before, you can skip to any of the following articles… |  **Lead Automation** | **User Automation** | | --- | --- | | [How to Create a Lead Automation](https://help.leadsquared.com/how-to-create-an-automation/)Introduction to lead automation and information on each automation trigger.[Triggers in Lead Automation](https://help.leadsquared.com/triggers-lead-automation/) Details of each lead automation trigger. | [How to Create a User Automation](https://help.leadsquared.com/how-to-create-a-user-automation/)Quick start guide for user automation.[Triggers in User Automation](https://help.leadsquared.com/triggers-user-automation/)Details of each user automation trigger. | | [Conditions in Lead Automation](https://help.leadsquared.com/conditions-and-actions-in-leadsquared-automation/) Overview of all the conditions available in lead automation.   - [Lead Automation Conditions – If/Else](https://help.leadsquared.com/automation-conditions-ifelse/). Use cases and instructions for using the If/Else condition. - [Lead Automation Conditions – Wait](https://help.leadsquared.com/automation-conditions-wait/). Use cases and instructions for using the Wait condition. - [Lead Automation Conditions – Wait Until Activity](https://help.leadsquared.com/automation-conditions-wait-activity/). Use cases and instructions for using the Wait Until Activity condition. - [Lead Automation Conditions – Compare](https://help.leadsquared.com/lead-automation-conditions-compare/) Use cases and instruction for the Compare condition. - [Lead Automation Conditions – Split Test](https://help.leadsquared.com/lead-automation-conditions-split-test/) Use cases and instruction for the Compare condition. | [Conditions in User Automation](https://help.leadsquared.com/conditions-user-automation/)Overview of all the conditions in user automation. - [User Automation Conditions – If/Else](https://help.leadsquared.com/user-automation-conditions-else/). Use cases and instructions for using the If/Else condition. - [User Automation Conditions – Wait](https://help.leadsquared.com/user-automation-conditions-wait/). Use cases and instructions for using the Wait condition. | | [Actions in Lead Automation](https://help.leadsquared.com/actions-in-leadsquared-automation/) Overview of all the actions available in lead automation.   - [Lead Automation Actions – Messaging](https://help.leadsquared.com/automation-actions-messaging/). How to use the send email and SMS actions. - [Lead Automation Actions – Lead Actions](https://help.leadsquared.com/automation-actions-lead-actions/). How to post activities on leads, add/remove leads from lists, update lead fields, etc. - [Lead Automation Actions – Sales Execution](https://help.leadsquared.com/automation-actions-sales-execution/). How to automate lead distribution, create tasks for users and notify users via email. - [Lead Automation Actions – Custom](https://help.leadsquared.com/automation-actions-custom/). How to set up webhooks and call Lapps. - [Lead Automation Actions – Sub Automation](https://help.leadsquared.com/automation-actions-send-sub-automation/). How to send an automation to a sub automation. [Dynamic Responses in Lead Automation Actions](https://help.leadsquared.com/dynamic-responses-automation-actions/)How you can send dynamic content in your emails to leads. | [Actions in User Automation](https://help.leadsquared.com/actions-user-automation/)Overview of all the actions available in lead automation.  - [User Automation Actions – Call Lapp](https://apidocs.leadsquared.com/calling-a-lapp-from-automation/). How to call a Lapp from an automation. - [User Automation Actions – Notify User](https://help.leadsquared.com/user-automation-actions-notify-user/). How to send emails to leads on special occasions (birthdays anniversaries, etc.) - [User Automation Actions – User Check-In](https://help.leadsquared.com/user-automation-actions-user-check/). How to automatically check-in your users to LeadSquared. - [User Automation Actions – User Check-Out](https://help.leadsquared.com/user-automation-actions-user-check-2/). How to automatically check-out your users from LeadSquared. - [User Automation Actions – Webhook](https://help.leadsquared.com/user-automation-actions-webhook/). How to setup webhooks to post data to a URL of your choice. | | [Group Level Automation](https://help.leadsquared.com/group-level-automation/) Sales group managers can create lead automations for their own sales groups. | | | [Automation Audit Report](https://help.leadsquared.com/automation-audit-logs/) See who changed what and when, as well as previous versions of your automations. | |   ## Automation Basics Automations have three key components – - **Triggers**The starting point of your automation. When a new lead is created for instance. - **Conditions**An if/else or wait until condition that is usually followed by an action. Wait until a lead opens an email for example. - **Actions**An action to perform once a condition is met, such as adding a lead to a list or sending an email once a condition is met. ![Automation Basics](https://help.leadsquared.com/wp-content/uploads/2018/04/Automation-Triggers-Conditions-and-Actions-1.gif)   ## Navigation From your main menu, navigate to [Workflow>Automation](https://in21.leadsquared.com/Automation). ![automation navigation](https://help.leadsquared.com/wp-content/uploads/2018/05/workflow-automation.png) From this page, you can – - Create new automations. - Filter existing automations by **Type**, **Status**, **Modified By** and **Modified On**. - Use the Settings![Settings icon](https://help.leadsquared.com/wp-content/uploads/2018/03/settings-1.png)icon alongside an existing automation to **Publish**, **Edit**, **Rename**, **Clone** or **Delete** the automation.   ## Any Questions? Do you have a workflow you would love to automate? Let us know in the comments. We’re happy to help!