> For the complete documentation index, see [llms.txt](https://help.paintscout.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.paintscout.com/support/operations/automations.md).

# Automations

Automations let you streamline your workflow by triggering stage changes based on real events — like when an estimate gets accepted or an invoice is marked as paid.

{% hint style="danger" %}
**Important:** this feature requires the paid **Operations add-on.**
{% endhint %}

***

## How to Create an Automation

1. Click the **person icon** in the top right and choose **Account Settings**
2. Go to the **Automations** section
3. Click the **+New Automation** button

   <figure><img src="/files/ySFyu2guedESBAIEg1rz" alt=""><figcaption></figcaption></figure>
4. Select your trigger and action criteria.

   <figure><img src="/files/1bIgY3ACrKpruFAOL9QE" alt=""><figcaption></figcaption></figure>
5. Once saved, your automation will be enabled and you can rename it if you would like.

<figure><img src="/files/F4Nk99mJPrkRRP7D8STH" alt=""><figcaption></figcaption></figure>

***

## ⚠️ Troubleshooting

* **Deleting a deal stage used in an automation will break it.**\
  If an automation points to a stage that no longer exists, it won't run—and you'll need to update or remove it.

<figure><img src="/files/LlhBtliLZtcQzeTjtLfj" alt=""><figcaption></figcaption></figure>

* **If a deal isn't moving:**
  * Make sure the automation is still active
  * Double-check that the estimate or invoice status actually changed
  * Confirm the destination stage still exists

## Related articles

* [Operations Guide](/support/operations/crm/paintscout-operations-guide.md) — See how automations fit into the full Operations workflow
* [Operations FAQ](/support/operations/crm/crm-faq.md) — Find answers to common questions about deals, jobs, and calendars


---

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