Automation Engine
Build no-code automation rules: define multi-condition triggers and actions across modules. Test with dry-run before activating.
How Automation Works
Rules that react to events or dates across every module, with AND/OR conditions, cross-module actions and dry-run testing.
Create an Automation Rule
Build a rule from a trigger or a date, add conditions with AND/OR groups, choose actions, and test it with a dry run.
Automation Action Types
Every action a rule can take, including chat messages and signed webhooks, and how to verify a webhook came from Plenix.
Import Legacy Automation Rules
Migrate existing ticket-automation or workflow rules into the unified engine.
Date-Based Automation
Run a rule a set number of days before or after a contract end, invoice due date, SSL expiry or other date.
Need help with Automation Engine?
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