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Automation activity & history

Use Automation Activity to see what ran, when it ran, and whether it succeeded. This helps you verify outcomes and troubleshoot issues.

Where to find it​

  1. Go to Business App > Administration > Automations
  2. Open an automation
  3. Select the Activity tab to review recent runs

What you’ll see​

  • Contact: The person or company the automation ran for
  • Step: The specific action in the workflow (e.g., "Send a webhook", "Create an opportunity", "Trigger")
  • Activity: What happened in that step (e.g., "Automation completed", "Sent webhook", "Opportunity was created")
  • Started Time: When the step occurred

Activity statuses​

  • Automation completed: The run finished successfully
  • Running: The workflow is in progress and steps update in real time
  • Entered automation: The automation was triggered and started
  • Sent webhook / Created opportunity: Specific actions that completed successfully

Troubleshooting tips​

  • Check data requirements: Make sure required fields (for example, phone for SMS) exist
  • Review error handling: In Settings, choose whether to continue on step error or stop the run
  • Reduce noise: Add Conditions so the automation runs only when needed
  • Avoid duplicates: Use the Entry settings (Only once / Multiple / One at a time) appropriately

Pro tips​

  • Test first: Trigger the automation with a test record before enabling broadly
  • Monitor early: Review Activity after enabling to confirm expected behavior
  • Log context: Use tags or fields so you can filter runs and outcomes later

Frequently asked questions​

Why is my automation stuck in "Running"?

A "Running" status usually means the automation is waiting for a step to complete (like a delay or web request). If it stays stuck for an unusually long time, check specifically for steps that might be timing out or waiting on external systems.