Wix Studio: Creating and Managing Your Automations

In this article

Structure of an automation
Creating an automation
Managing your automations
Viewing email automation statistics

Use automations in Wix Studio to simplify workflows and save time by automating repetitive tasks. The new automations builder lets you create and manage automations at the workspace level enhancing collaboration and efficiency throughout your agency.

Examples of workspace-level automations:

Automatically send your clients an email reminder about an upcoming or overdue invoice.
Assign tasks to your team based on specific events, like a new lead.

A screenshot of creating your automation based on trigger, action and optional conditions.

Create automations for your clients:

Set up site-level automations in your client’s site dashboard, like emailing their customers about abandoned carts or sending thank-you messages for placed orders. Learn more about creating a site-level automation and check out our Wix Studio Academy's tutorial.

Structure of an automation

All automations are structured around a trigger and an action. The trigger is the event that initiates the action, prompting a response such as sending an email, creating a task, moving a workflow card, and more. The action can occur immediately following the trigger, or you can add delays or conditions to refine the workflow.

A screenshot of selecting a trigger to initiate the action.

Creating an automation

Create an automation from scratch or choose one of our suggested automations. Use automations to send client 'thank you' emails after payments or accepting a price quote, notify clients of an upcoming or overdue invoice, assign tasks to your team based on events, and more.

To create an automation:

Go to CRM & Client Billing in your Wix Studio workspace.
Click the Automations tab.
Click + Create Automation at the top right.
Choose how to start creating your automation:
- From scratch: Click Start from Scratch to begin from a blank automation template.
- Suggested automation: Use the categories or search bar to find the suggested automation you want to edit. Then click Set Up next to the automation.
Add a title to your automation.
Set the trigger and action.
Note: Settings differ based on the trigger you select.
(Optional) Click + to add a step:
- Action: Add another action to the automation.
- Delay: Add a time buffer between steps.
- Condition: Create complex flows by defining criteria for continuing the flow.
  - In the THEN path, the automation flow continues only if the condition is met.
  - You can set an ELSE path to define what happens if it isn’t.
Click Activate at the top right.

Managing your automations

View and manage all your automations in the Automations tab of your Wix Studio workspace. Automations are displayed in two tabs: Custom automations, for automations you've built or customized, and App automations, for automations automatically added through installed apps. You can edit, duplicate, rename, or deactivate automations as needed to keep your workflows optimized.

Screenshot of automation dashboard and the more actions on an individual automation.

To manage your automations:

Go to CRM & Client Billing in your Wix Studio workspace.
Click the Automations tab.
Scroll down to the Your automations section to view all of your automations across 2 tabs:
- Custom automations: Active and inactive automations you've created here or directly through an app.
- App automations: Active and inactive automations created automatically when you've installed apps.
(Optional) Click an automation to view its automation summary, the last trigger date and the total times triggered.