Editing CX App (section)

== Step-by-Step Instructions ==

To begin using the enhanced CX App Automation Actions, follow these instructions:

=== 1. Navigate to Automations ===
- Click on the '''Automations''' tab from your main navigation panel.
- Select an existing automation or click the '''Create an automation''' button to start a new one.

=== 2. Add a CX App Action ===
- In your automation workflow, click the '''+''' button where you wish to add a new action.
- In the modal dialog that appears, scroll or search for your preferred CX App (e.g., "Slack" or "Postmark").

=== 3. Configure the Action ===
- After selecting the CX App, choose the specific action you want to trigger (such as **Send Slack Message**).
- In the configuration panel, you'll now be able to pull in data from additional sources:
  * **Account fields** – e.g., Account Name, Industry
  * **Deal fields** – e.g., Deal Title, Deal Stage
  * **Ecommerce data** – e.g., Item Purchased, Order Value
  * **Custom Objects data** – based on your configured schema

- Use personalization tags to insert these dynamically into your message body or API payload.

=== 4. Save and Activate ===
- Once you're satisfied with the action setup, click '''Save'''.
- When your full automation is ready, activate it by toggling the status to '''Active''' at the top-right corner of the automation builder.