--- title: Creating and Managing Automations in Centime description: Centime supports automating actions based on various events and conditions. With this feature, you can create and manage automations that trigger customer emails, internal notifications, and tasks when specific events occur and all conditions are met. The goal is to help users prioritize work and improve efficiency and responsiveness in receivables management. --- [Skip to content](https://knowledgebase.centime.com/support/automations#main-content) English - United States Show submenu for translations [![Centim App Logo-1](https://knowledgebase.centime.com/hubfs/Centim%20App%20Logo-1.svg)](https://knowledgebase.centime.com/support?hsLang=en-us) Open main navigation Close main navigation - English - United States Show submenu for translations - [Contact us](https://www.centime.com/company/contact-us) [Contact us](https://www.centime.com/company/contact-us) How can we help you? - There are no suggestions because the search field is empty. 1. [Centime Knowledge Base](https://knowledgebase.centime.com/support?hsLang=en-us) 2. [Manage Receivables](https://knowledgebase.centime.com/support/manage-receivables?hsLang=en-us) 3. [Create your Receivables Strategy](https://knowledgebase.centime.com/support/manage-receivables?hsLang=en-us#create-your-receivables-strategy) May 14, 2025 # Creating and Managing Automations in Centime ## Learn how to create and manage automations in Centime to automate communications, assign tasks, and streamline collections workflows. 🔐 **Required Permission**: Receivables > Set up and manage invoice workflows, automations ### ⚙️ Overview: Automation Structure ![](https://knowledgebase.centime.com/hs-fs/hubfs/image-png-4.png?width=670&height=123&name=image-png-4.png) Automations in Centime consist of three key elements: - **Event**: The trigger that starts the automation  - **Conditions** (optional): Additional filters that must be met - **Action**: The resulting task, email, or internal alert  The event will trigger the action **only when all conditions are satisfied**. #### 🔔 Events - Each automation must have exactly **one event**. - Events are based on either **Invoice-level** or **Customer-level** elements. #### 🎯 Conditions - Conditions narrow when actions are triggered. - You can create automations **with or without** conditions. - **Limits**: - Max 10 conditions per automation - Invoice-level Events: Allow both invoice and customer conditions - Customer-level Events: Allow only customer conditions #### ✅ Actions Automations can trigger: - **Customer Emails** (up to 15 recipients) - **Internal Emails** (up to 15 users) - **Tasks** (using default or custom tasks) **Limits**: - Max 5 actions per automation - Invoice-level events must trigger invoice-level actions; customer-level events must trigger customer-level actions. **Hierarchy Note**: For child customers, bill-to contacts will receive communications as usual. ### 🧱 Building Automations: Elements and Directions Both **Events** and **Conditions** use the following structure: ![](https://knowledgebase.centime.com/hs-fs/hubfs/image-png-3.png?width=670&height=125&name=image-png-3.png) #### Elements ![](https://knowledgebase.centime.com/hs-fs/hubfs/image-png-Apr-28-2025-04-45-22-9227-PM.png?width=670&height=352&name=image-png-Apr-28-2025-04-45-22-9227-PM.png) **Customer Elements**: - Outstanding, Overdue, Overdue % - Consolidated Outstanding/Overdue (includes hierarchy billing structures) - Custom and standard fields (List and Text types) **Invoice Elements**: - Days past due, Invoice status - Custom and standard fields (List and Text types) #### Directions ![](https://knowledgebase.centime.com/hs-fs/hubfs/image-png-May-14-2025-07-56-27-4761-PM.png?width=2550&height=1304&name=image-png-May-14-2025-07-56-27-4761-PM.png) **For Events**: - Numerical: Days after, Days before  - Field: Changes to any of, Changes to none of **For Conditions**: - Numerical: More than or equal to, Lower than - Field: In list, Not in list ### 📌 Example Automation **Goal**: Stella wants to call customers when an invoice of at least $1,000 is 30+ days overdue. ![](https://knowledgebase.centime.com/hs-fs/hubfs/image-png-Apr-28-2025-04-49-00-3861-PM.png?width=670&height=347&name=image-png-Apr-28-2025-04-49-00-3861-PM.png) - **Event**: Invoice is more than 30 days overdue - **Condition**: Invoice amount is greater than $1,000 - **Action**: Assign a task to Stella ### 🚀 Additional Features ![](https://knowledgebase.centime.com/hs-fs/hubfs/image-png-Apr-28-2025-04-49-46-4042-PM.png?width=670&height=323&name=image-png-Apr-28-2025-04-49-46-4042-PM.png) - 🔁 **Copy Automations and Workflows** for easier configuration - 🕘 **History Tracking**: Automation-triggered emails and tasks are recorded in customer/invoice history - 🗑️ **Manage Automations**: Create, update, and delete automations directly from the Automations tab (not editable from workflows) ### 🔗 Enabling Automations in Workflows **Navigation**: Settings > Receivables > Workflows > Customer Segment Workflows ![](https://knowledgebase.centime.com/hs-fs/hubfs/image-png-Apr-28-2025-04-50-28-6533-PM.png?width=670&height=342&name=image-png-Apr-28-2025-04-50-28-6533-PM.png) - Under the **Automation** section, select automations to add to a workflow. - Automations can be added to any campaign type (Invoice-Level, Customer-Level, or None). - Up to **100 automations** can be added per workflow. #### 🎯 Conclusion Automations in Centime help streamline your collections workflows, ensuring timely communication and actions based on real-time customer and invoice activities — boosting operational efficiency and reducing manual follow-up. --- - 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