Advanced Topics

Shared Folders

What are Shared Folders? How to create shared folders? How to invite someone to a shared folder?

Written by Raja
Updated over a week ago

What are Custom Values?

In this help documentation, you will learn what Custom Values are and how to use them in your Bot.

Written by Vimal
Updated over a week ago

Number Formatting

In this help documentation, you will learn what the Format Number is, and how to use it in your Bot.

Written by Raja
Updated over a week ago

Team Members

What are Team Members? How to add team members or users to your account?

Written by Raja
Updated over a week ago

Text Formatting

In this help documentation, you will learn what the Format Text is, and how to use it in your Bot.

Written by Raja
Updated over a week ago

My Payment got Failed

This help article will guide you about different reasons of payment failures as well as how to avoid them

Written by Raja
Updated over a week ago

How to send emails via Gmail on Automate.io (For non G-Suite/personal Gmail users)

This help documentation shows how non-Gsuite/personal Gmail users can send emails via Gmail using Automate.io after January 1, 2020.

Written by Vimal
Updated over a week ago

How to whitelist Automate.io app in G suite Admin panel?

In this help documentation, you will learn how to whitelist Automate.io in your G suite Admin panel.

Written by Vimal
Updated over a week ago

Data Retention Controls

In this help documentation, you will learn about Data Retention Controls and how you can enable it in Automate.io

Written by Vimal
Updated over a week ago

Excess Actions in Automate.io

In this help documentation, you will learn about Excess Actions in Automate.io and how they are counted.

Written by Raja
Updated over a week ago

Facebook Lead Ads Error: Unsupported Get Request

Error: Unsupported Get Request while turning ON the Bot

Written by Sarah Roberts
Updated over a week ago

How to enable Two-Factor authentication on your Automate.io account?

This help documentation gets you started with enabling two-factor authentication on your Automate.io account, solving common issues, & more.

Written by Vimal
Updated over a week ago

Refund Policy

Written by Sarah Roberts
Updated over a week ago

Data Parsing (XML/JSON)

In this help documentation, you will learn about the Parse Data action in the Formatter app, and how to use it in your Bot.

Written by Vimal
Updated over a week ago

WooCommerce Authentication Issue: Invalid Credentials

While authenticating WooCommerce app, I am receiving an error message 'Invalid Credentials: undefined!'

Written by Raja
Updated over a week ago

Lookup Table

In this documentation, you will learn about the Lookup table action in the Formatter app and how to use it in your Bot.

Written by Raja
Updated over a week ago

Data Security, Privacy and GDPR

Security standards, privacy policy and compliance

Written by Ashok
Updated over a week ago

Auto-retry Feature

This help documentation helps you understand the Auto-retry feature, how it works and how to enable it in your account.

Written by Vimal
Updated over a week ago

Modifying Date / Time

Written by Sarah Roberts
Updated over a week ago

Using Filter Conditions

How to use the Filter App to perform actions conditionally based on text or numeric data

Written by Sarah Roberts
Updated over a week ago

Date & Time Formatting

How to change the format of date/time OR convert date/time into a different time zone?

Written by Raja
Updated over a week ago