Take a look at our article Intro to Automations to learn about all our Automations features.
Activate the Automations ClickApp
To use Automations, the Workspace admin or owner must activate the Automation ClickApp.
Access and usage limits by plan
All plans can use Automations. The number of total active Automations and Actions per Workspace depends on your plan in the following way:
| Plan | Active Automations |
Actions Action limits reset on the first of every month (PST). Usage alert emails are sent to owners and admins when Automations usage reaches 90% and 100%. |
Are task webhooks, Automations integrations, and Chat webhooks available? |
| Free Forever | 50 total active Automations | 100 Actions per month | No |
| Unlimited | 500 total active Automations | 1,000 Actions per month | No |
| Business | Unlimited total active Automations |
10,000 Actions per month Can purchase more Actions |
Yes. Task webhooks, Automations integrations, and Chat webhooks are available. |
| Business Plus | Unlimited total active Automations |
25,000 Actions per month Can purchase more Actions |
Yes |
| Enterprise | Unlimited total active Automations |
250,000 Actions per month Can purchase more Actions |
Yes |
When your limit has been exceeded, your Workspace's Automations are paused for that month.
Trigger, Conditions, and Actions limits
To avoid firing issues, we recommend creating the simplest Automation you can.
This table shows the limits for each part of an Automation:
| Part of the Automation | Number of Triggers, Conditions, and Actions allowed in one Automation |
| Triggers | 1 |
|
Conditions are optional criteria available on the Business Plan and above that must be true for the Automation to launch. |
15 |
| Actions | 6 |
Usage history
Read our article Track your Workspace Automations usage to learn how to manage your Automations.
The amount of time your usage history is stored depends on your plan:
| Plan | Usage history stored |
| Free Forever, Unlimited, and Business | 1 day of activity |
| Business Plus | 30 days of activity |
| Enterprise | 6 months of activity |
Access by user role
The following table details which user roles can create Automations:
| User role | Can create Automations? |
| Free Forever guests | No |
| View only guests | No |
| Permission controlled guests | No |
| Limited members view only | No |
| Limited members | Yes. Limited members can create Automations in locations where they have edit or full edit permissions. |
| Members, admins, and owners | Yes. Members, admins, and owners can create Automations unless they have view only or comment permissions to the location. |