This document outlines what is included when an Easy Automation is installed from one app to another, using Solution Launchpad.

What's included?

The following data is included when installing an Easy Automation:

• Automation name

• Trigger configuration (form submitted, tag applied, deal stage moved, etc.)

• Action steps (send email, add tag, create task, etc.)

• Stop conditions

• Wait/delay settings

• Custom field references

What's NOT included?

The following data is not included when installing an Easy Automation:

• The automation is unpublished when installed and requires review

• Original automation statistics and performance data

• Automation history and contact records that have entered the automation

• Email send history

• The publish/active state (automation will always be unpublished in destination app)

Easy Automation Dependencies

When configuring an Easy Automation, it's possible to reference other items, which will also be included in your install. Supported dependencies:

• Contact Custom Fields

• Tags

• Pipelines and deal stages (for deal-based triggers/actions)

• Forms (public forms, internal forms, or landing page forms used as triggers)

• Email templates (if referenced in send email actions)

• Tasks, task types, and task outcomes

Note: Nodes requiring setup to function properly will be indicated as needing configuration. Any partially configured steps will retain whatever data can be cloned but may require additional setup in the destination app.