Automations
Everything about creating, running, and improving automations.
By Nadia and 2 others3 authors29 articles
Creating & Managing Automations
Step-by-step guides to build, configure, and manage your automations: adding leads, sender setup, schedules, and node statuses.
- Why do prospects get "viewed your profile" notifications during outreach?LinkedIn outreach actions open a prospect's profile first, so they may get visit notifications even with no Visit Profile node. Why it happens and how to reduce it.
- What happens when a sender runs out of InMail / Sales Navigator credits in an automationLeads fail at the Send InMail node when credits run out — there is no automatic credit-based rerouting. Open Profile InMails are free. Manual workarounds included.
- How to remove a sender from a single automation (without deleting the profile)You can take a sender out of one automation while keeping it active everywhere else — no need to delete the sender profile. Steps and how to handle in-progress contacts.
- Why does the sender show more connection requests sent than my daily limit?Explains why the sender profile counter can show more connection requests than the daily limit configured in GetSales — typically because manual LinkedIn activity is included alongside automated sends.
- Find Email Node — Waterfall Email Search in AutomationsHow the Find Email automation node searches for a lead's work email using multiple providers in sequence, with optional verification — configuration, branching, skip conditions, and limitations.
- API Call Node — Send HTTP Requests from AutomationsHow to use the API Call automation node to send templated HTTP requests to external APIs on behalf of a lead — configuration, Twig variables, error handling, and limitations.
- Smart Limits & Auto-warmupHow Smart Limits paces your daily limits, the 5-tier Warmup Level ladder, recommended Target daily limits by tier, and warm-up best practices.
- Sender Profile Metrics — How to Read the Graph and KPIsHow to read Account Health, the market benchmark, the Warmup Level card, the Daily Activity chart, and each KPI on the LinkedIn tab — including Safety Buffer.
- Sender ProfilesOverview of the Sender Profile page — side panel, header, the four tabs (LinkedIn, Email, Auto Tasks, Settings), and Manage actions.
- How Manual Tasks Work — Unpause, Complete, and Skip ExplainedLearn how to handle manual tasks in GetSales — including the difference between Unpause, Complete, and Skip, and the recommended workflow for going through your task list.
- LinkedIn InMail Limit Reached — Velocity-Based Rate Limiting ExplainedUnderstand why LinkedIn can block InMails even when you still have Sales Navigator credits — and how to avoid velocity-based rate limiting.
- How to Move Contacts Between Segments in an AutomationHow to add contacts to a specific segment, use auto-filters for routing, and handle cancelled contacts. Keywords: move contacts, segment, automation, auto-filter, cancelled, duplicate, routing, re-add, switch segment
- Automation & Tasks Planner OverviewTrack automation progress, tasks, and errors in real time. Understand lead flow, conversions, and fix issues fast in GetSales.
- Node Status: what Failed, Cancelled and other meansFailed contacts | failed leads | cancelled contacts | delegated | skipped | restart contacts | restart leads | restart automation
- Sender’s Schedule Feature ExplainedExplore the feature that enhances your LinkedIn account safety
- Rotate Sender Profile: Feature Guide & Use CasesRotate Sender node | sender rotation | rotate senders | autorotation
- Sender Profile Rotation ExplainedLead distribution | contact distribution | sender distribution | assign sender
- How to send LinkedIn InMails in GetSalesLearn what LinkedIn InMails are, the limits on sending them, and how to use InMails in GetSales
- Automation NodesLearn what each automation node does and how to use them.
- How to Use the Advanced Enrichment Node in AutomationsLearn how to use the Advanced Enrichment node to automatically enrich contacts in your automation flows, including enrichment modes, credit usage, and troubleshooting.
Automation Troubleshooting
Fix common automation issues such as campaigns not running, no connections sent, or leads stuck in progress.
- Stuck Leads: Why Leads Stay "In Progress" and How to Fix ThemTroubleshoot leads stuck in "In Progress" status — common causes include reply detection, scheduling delays, and free account connection limits.
- My Campaign Is Stuck — Troubleshooting ChecklistStep-by-step checklist for diagnosing a stuck campaign: automation status, sender schedule, daily quota, node failures, task queue, reply detection, and more.
- Why Is There a Delay Between Messages Even With No Delay Set?Explains why messages take longer than expected to send even when no delay node is configured — sender schedule, daily limits, queue size, and task processing cycles.
- Restart on This Node vs. Restart from Top — Which One to UseExplains what each recovery action does for Failed or Cancelled leads — Restart on This Node, Restart from Top, Skip, and Cancel — and when to use each without accidentally…
- Sender Profile Statuses and ErrorsWhy do you see red, orange or green indicators on your sender profile
- How to Check if Your Automation is Working in GetSalesMonitoring your automation ensures everything runs smoothly and that no action is required from your side.
- No Connections Sent — Step-by-Step TroubleshootingStep-by-step diagnostic guide for when LinkedIn connection requests aren't sending — covers sender status, task queue, LinkedIn limits, AI Warmup, lead assignment, upstream nodes, and more.
- What happens when I add a new sender to a running automation?add sender, new sender, running automation, sender not sending, contacts not assigned, redistribute, restart, rotation
- Task Date Shows "-" in Automation Node ModalKnown UI bug where task scheduled date appears as "-" in the automation node modal window, and workaround via CRM contact Automations tab.