{"id":79967,"date":"2024-09-03T08:52:03","date_gmt":"2024-09-03T08:52:03","guid":{"rendered":"https:\/\/sales-ai-agents.com\/?post_type=docs&#038;p=79967"},"modified":"2024-11-14T13:14:03","modified_gmt":"2024-11-14T13:14:03","password":"","slug":"fusebase-automation-quick-guide","status":"publish","type":"docs","link":"https:\/\/sales-ai-agents.com\/fr\/guides\/automations-and-integrations\/fusebase-automation-quick-guide\/","title":{"rendered":"FuseBase Automation &#8211; Quick Guide"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Explaining FuseBase automation<\/h2>\n\n\n\n<p>The FuseBase automation module allows you to automate internal processes within FuseBase and integrate them with other services. Here are a couple of automation and integration use cases as examples: <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You sent an invite to a client in the portal, and a folder with the template you need was automatically created for them in the portal.<\/li>\n\n\n\n<li>You added a client to the CRM (e.g., Monday or Leadconnector), and a portal was automatically created for them, and the client was invited to it.<\/li>\n<\/ul>\n\n\n\n<p><strong>How to Access the Automation Module<\/strong><\/p>\n\n\n\n<p>To access the automation module, click on the corresponding icon in the organization\u2019s navbar:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1596\" height=\"737\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image.png\" alt=\"\" class=\"wp-image-79969\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image.png 1596w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-300x139.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-1024x473.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-768x355.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-1536x709.png 1536w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-1200x554.png 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-600x277.png 600w\" sizes=\"(max-width: 1596px) 100vw, 1596px\" \/><\/figure>\n\n\n\n<p><strong>Overview of the Automation Module<\/strong><\/p>\n\n\n\n<p>Upon first opening, you will land on the main page of the module:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1600\" height=\"756\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-1.png\" alt=\"\" class=\"wp-image-79972\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-1.png 1600w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-1-300x142.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-1-1024x484.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-1-768x363.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-1-1536x726.png 1536w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-1-1200x567.png 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-1-600x284.png 600w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/figure>\n\n\n\n<p>Let\u2019s walk through the main elements of the automation module:<\/p>\n\n\n\n<p><strong>Flows<\/strong><\/p>\n\n\n\n<p>Here, you will find a list of all automation flows. A flow is the actual automation process. Each flow consists of a trigger that starts the flow and at least one action. For example, if you want to automatically create a record in your CRM when a client is added to the portal, the trigger is the client being added, and the action is creating the CRM record.<\/p>\n\n\n\n<p><strong>Runs<\/strong><\/p>\n\n\n\n<p>Here, you will find a list of all triggered runs and their statuses. Each trigger activation initiates a run. For instance, in the flow &#8220;Adding a client to the portal \u2192 automatically create a record in your CRM,&#8221; if 10 clients are added, the flow will run 10 times, resulting in 10 runs.<\/p>\n\n\n\n<p><strong>Connections<\/strong><\/p>\n\n\n\n<p>Here, you will find a list of services you want to integrate with FuseBase:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"473\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-2-1024x473.png\" alt=\"\" class=\"wp-image-79975\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-2-1024x473.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-2-300x139.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-2-768x355.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-2-1200x554.png 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-2-600x277.png 600w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-2.png 1535w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>To add a new service, click on &#8220;New Connections&#8221; and select the desired service from the list:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1124\" height=\"563\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-3.png\" alt=\"\" class=\"wp-image-79978\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-3.png 1124w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-3-300x150.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-3-1024x513.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-3-768x385.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-3-600x301.png 600w\" sizes=\"(max-width: 1124px) 100vw, 1124px\" \/><\/figure>\n\n\n\n<p>Next, you need to connect your account. Don\u2019t worry\u2014you won\u2019t need to enter your email\/password; usually, a special Client ID or API Token, which is easy to find in the account settings, will suffice:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"809\" height=\"568\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-4.png\" alt=\"\" class=\"wp-image-79981\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-4.png 809w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-4-300x211.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-4-768x539.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-4-600x421.png 600w\" sizes=\"(max-width: 809px) 100vw, 809px\" \/><\/figure>\n\n\n\n<p><strong>Usage<\/strong><\/p>\n\n\n\n<p>Here, you will find statistics on automation usage, as well as the option to increase the limit on the number of runs you can initiate.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Creating the first flow<\/strong><\/h2>\n\n\n\n<p>Let\u2019s create our first flow. Assume it will look like this:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>We add a new client to the Monday table (the table in Monday must already be created). <\/li>\n\n\n\n<li>The client is automatically added to the selected portal. <\/li>\n\n\n\n<li>After adding the client, we send a notification to a Slack channel.<\/li>\n<\/ol>\n\n\n\n<p>1) Go to the automation module. <\/p>\n\n\n\n<p>2) Add Monday and Slack to Connections:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1125\" height=\"568\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-5.png\" alt=\"\" class=\"wp-image-79984\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-5.png 1125w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-5-300x151.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-5-1024x517.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-5-768x388.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-5-600x303.png 600w\" sizes=\"(max-width: 1125px) 100vw, 1125px\" \/><\/figure>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"691\" height=\"536\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-6.png\" alt=\"\" class=\"wp-image-79987\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-6.png 691w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-6-300x233.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-6-600x465.png 600w\" sizes=\"(max-width: 691px) 100vw, 691px\" \/><\/figure><\/div>\n\n\n<p>3) Go to Flows and select Build Flow:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1535\" height=\"704\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-7.png\" alt=\"\" class=\"wp-image-79990\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-7.png 1535w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-7-300x138.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-7-1024x470.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-7-768x352.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-7-1200x550.png 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-7-600x275.png 600w\" sizes=\"(max-width: 1535px) 100vw, 1535px\" \/><\/figure>\n\n\n\n<p>4) First, select the trigger that will initiate the entire flow. In our case, it\u2019s adding a client in Monday. Select Monday as the trigger:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1175\" height=\"594\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-8.png\" alt=\"\" class=\"wp-image-79993\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-8.png 1175w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-8-300x152.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-8-1024x518.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-8-768x388.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-8-600x303.png 600w\" sizes=\"(max-width: 1175px) 100vw, 1175px\" \/><\/figure>\n\n\n\n<p>Next, specify your account and the necessary table:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1180\" height=\"726\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-9.png\" alt=\"\" class=\"wp-image-79996\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-9.png 1180w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-9-300x185.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-9-1024x630.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-9-768x473.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-9-600x369.png 600w\" sizes=\"(max-width: 1180px) 100vw, 1180px\" \/><\/figure>\n\n\n\n<p>5) Then, click on Test Trigger. This is necessary to obtain data for actions:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1173\" height=\"722\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-11.png\" alt=\"\" class=\"wp-image-80002\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-11.png 1173w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-11-300x185.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-11-1024x630.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-11-768x473.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-11-600x369.png 600w\" sizes=\"(max-width: 1173px) 100vw, 1173px\" \/><\/figure>\n\n\n\n<p>6) Next, create an action. In our case, this is inviting the client to the Fusebase portal. Click on + and select Fusebase:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1163\" height=\"639\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-12.png\" alt=\"\" class=\"wp-image-80005\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-12.png 1163w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-12-300x165.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-12-1024x563.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-12-768x422.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-12-600x330.png 600w\" sizes=\"(max-width: 1163px) 100vw, 1163px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>To invite the client, we need an email. We take it from the trigger (this is why we did the Test Trigger):<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/contact-nimbusweb-co.nimbusweb.me\/box\/attachment\/11023531\/2omisotayc9pz7zbpvi6\/cKhCt5pgQOuxNOkE\/image.png\" alt=\"\"\/><\/figure>\n\n\n\n<p>In the Monday table, we created a special column for the email. This is what we will specify:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"793\" height=\"592\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-13.png\" alt=\"\" class=\"wp-image-80008\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-13.png 793w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-13-300x224.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-13-768x573.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-13-600x448.png 600w\" sizes=\"(max-width: 793px) 100vw, 793px\" \/><\/figure>\n\n\n\n<p>Next, specify the client\u2019s name (also taken from Monday) and the portal to which the client will be invited:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1224\" height=\"623\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-14.png\" alt=\"\" class=\"wp-image-80011\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-14.png 1224w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-14-300x153.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-14-1024x521.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-14-768x391.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-14-1200x611.png 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-14-600x305.png 600w\" sizes=\"(max-width: 1224px) 100vw, 1224px\" \/><\/figure>\n\n\n\n<p>8) Next, we want to send a message in Slack. Click on + and select Slack:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1205\" height=\"705\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-15.png\" alt=\"\" class=\"wp-image-80014\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-15.png 1205w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-15-300x176.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-15-1024x599.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-15-768x449.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-15-1200x702.png 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-15-600x351.png 600w\" sizes=\"(max-width: 1205px) 100vw, 1205px\" \/><\/figure>\n\n\n\n<p>9) Then, choose the appropriate channel and message (we chose &#8220;Client (client\u2019s email) invited to portal (portal URL)&#8221;):<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1177\" height=\"745\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-16.png\" alt=\"\" class=\"wp-image-80017\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-16.png 1177w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-16-300x190.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-16-1024x648.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-16-768x486.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-16-600x380.png 600w\" sizes=\"(max-width: 1177px) 100vw, 1177px\" \/><\/figure>\n\n\n\n<p>10) Next, click on Publish to save our flow:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1202\" height=\"737\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-17.png\" alt=\"\" class=\"wp-image-80020\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-17.png 1202w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-17-300x184.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-17-1024x628.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-17-768x471.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-17-1200x736.png 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-17-600x368.png 600w\" sizes=\"(max-width: 1202px) 100vw, 1202px\" \/><\/figure>\n\n\n\n<p>11) After publication, our flow is displayed in the list:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1202\" height=\"737\" src=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-18.png\" alt=\"\" class=\"wp-image-80023\" srcset=\"https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-18.png 1202w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-18-300x184.png 300w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-18-1024x628.png 1024w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-18-768x471.png 768w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-18-1200x736.png 1200w, https:\/\/sales-ai-agents.com\/wp-content\/uploads\/2024\/09\/image-18-600x368.png 600w\" sizes=\"(max-width: 1202px) 100vw, 1202px\" \/><\/figure>\n\n\n\n<p>12) To run the flow, the trigger must be activated. In our case, this is adding a client to the Monday table. You can check the flow\u2019s operation through Runs, where you will find a list of all triggered automation runs, both successful and unsuccessful.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Current list of triggers and actions for FuseBase automation<\/h2>\n\n\n\n<p>Here you will find a complete list of all automations supported by the service &#8211; <a href=\"https:\/\/roadmap-fusebase.nimbusweb.me\/automation-service-list\">https:\/\/roadmap-fusebase.nimbusweb.me\/automation-service-list<\/a>. The list is constantly being updated.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Explaining FuseBase automation The FuseBase automation module allows you to automate internal processes within FuseBase and integrate them with other services. Here are a couple of automation and integration use cases as examples: How to Access the Automation Module To access the automation module, click on the corresponding icon in the organization\u2019s navbar: Overview of [&hellip;]<\/p>\n","protected":false},"author":18,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"doc_category":[334],"doc_tag":[],"class_list":["post-79967","docs","type-docs","status-publish","hentry","doc_category-automations-and-integrations"],"acf":[],"year_month":"2026-04","word_count":679,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Kuzma Safonov","author_nicename":"kuzmasaf","author_url":"https:\/\/sales-ai-agents.com\/fr\/blog\/author\/kuzmasaf\/"},"doc_category_info":[{"term_name":"Automations and Integrations","term_url":"https:\/\/sales-ai-agents.com\/guides\/automations-and-integrations\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.3.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>FuseBase Automation - Quick Guide - Sales AI Agents<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/sales-ai-agents.com\/fr\/guides\/automations-and-integrations\/fusebase-automation-quick-guide\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"FuseBase Automation - Quick Guide - Sales AI Agents\" \/>\n<meta property=\"og:description\" content=\"Explaining FuseBase automation The FuseBase automation module allows you to automate internal processes within FuseBase and integrate them with other services. 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