# Create a New Automation 1. Click **Automations**.

2. Click the **+ Create** button.

3. Write the **name** for your automation. Then, select the **Client Account**. Next, choose the **Trigger** (Form Submitted/Birthday/Webhook, etc. ) to start the automation & click **Create Automation**.

{% hint style="success" %} You will be directed to automation setup. {% endhint %}