How Do I Trigger Automation?

Our integration can trigger certain types of Emma automation.  First, you'll need to enable the Trigger Emma field change workflows setting, which you can find on our Emma Settings tab under General Options.

In Emma you can choose various trigger types.  If you working with our import wizard we suggest the Contact Import trigger type. It is worth noting not all Emma accounts have the Contact Import trigger type see - https://support.e2ma.net/s/article/Trigger-events-contact-import you can check with Emma directly to see if the option can be enabled.

If you are adding records one at a time you can use the sign-up trigger type.  One record could be added manually from the Emma audience related-list.  Or you could use something like process builder or flow - see: https://www.beaufort12.com/emma/support/process-builder
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