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Creating & Managing Automations

Step-by-step guides to build, configure, and manage your automations: adding leads, sender setup, schedules, and node statuses.

3 authors17 articles
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.
AI Warmup GuideHow AI Warmup paces your daily limits, the 5-tier Warmup Level ladder, recommended Target daily limits by tier, and warm-up best practices. Replaces the old Smart Limits article.
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.
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.
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
How to Add Leads to an Automation in GetSalesThis guide explains two ways to add leads to an automation and how to organize segments for smoother targeting.
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.