If your automation is not running, one potential cause could be the lack of a Primary Contact for the trip. Ensure that the contact set as Full Access is also designated as the Primary Contact. Additionally, check your automation's trigger conditions, as issues like missed due dates can prevent it from running. For example, if an automation is set to trigger 20 days before a payment due date, ensure the primary contact is assigned and all dates reflect the correct timeline.
Written by David Shull
Updated this week