Update automations docs and fix default flow publishing
- Rewrite HelpAutomations.tsx and HelpAutomationDocs.tsx for Activepieces - Update automations section in HelpComprehensive.tsx - Add Automations link to HelpGuide.tsx - Fix default flow publishing: remove immediate enable call that caused 409 conflict - LOCK_AND_PUBLISH triggers async enable, no need for separate status update - Add 2.5s delay before iframe refresh after restore to allow async processing - Show loading spinner during delay for better UX 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
This commit is contained in:
poduck
@@ -59,6 +59,7 @@ export default function Automations() {
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const restoreAll = useRestoreAllFlows();
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const [showFlowsMenu, setShowFlowsMenu] = useState(false);
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const [confirmRestore, setConfirmRestore] = useState<{ type: 'all' | string; name: string } | null>(null);
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const [isProcessing, setIsProcessing] = useState(false);
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// Fetch embed token for Activepieces
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const {
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@@ -255,13 +256,21 @@ export default function Automations() {
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onClose={() => setConfirmRestore(null)}
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onConfirm={() => {
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const refreshIframe = () => {
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// Reset iframe state and increment key to force remount
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initSentRef.current = false;
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setAuthenticated(false);
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setIframeReady(false);
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setRefreshKey((k) => k + 1);
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refetch();
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setConfirmRestore(null);
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// Show processing state while waiting for Activepieces
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setIsProcessing(true);
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// Wait for Activepieces async processing to complete (~2 seconds)
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// before refreshing the iframe to show updated flow status
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setTimeout(() => {
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// Reset iframe state and increment key to force remount
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initSentRef.current = false;
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setAuthenticated(false);
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setIframeReady(false);
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setRefreshKey((k) => k + 1);
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refetch();
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setConfirmRestore(null);
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setIsProcessing(false);
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}, 2500);
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};
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if (confirmRestore?.type === 'all') {
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@@ -287,7 +296,7 @@ export default function Automations() {
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}
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confirmText={t('automations.restore.confirm', 'Restore')}
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variant="warning"
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isLoading={restoreFlow.isPending || restoreAll.isPending}
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isLoading={restoreFlow.isPending || restoreAll.isPending || isProcessing}
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/>
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{/* Header */}
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@@ -21,6 +21,7 @@ import {
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Mail,
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CreditCard,
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Puzzle,
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Workflow,
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Settings,
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ChevronRight,
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HelpCircle,
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@@ -77,8 +78,9 @@ const HelpGuide: React.FC = () => {
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},
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{
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title: 'Extend',
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description: 'Add functionality with plugins',
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description: 'Add functionality with automations and plugins',
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links: [
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{ label: 'Automations', path: '/dashboard/help/automations', icon: <Workflow size={18} /> },
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{ label: 'Plugins', path: '/dashboard/help/plugins', icon: <Puzzle size={18} /> },
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],
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},
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File diff suppressed because it is too large
Load Diff
@@ -1,7 +1,7 @@
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/**
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* Help Automations Page
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*
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* User-friendly help documentation for Automations.
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* User-friendly help documentation for Automations powered by Activepieces.
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*/
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import React from 'react';
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@@ -9,21 +9,25 @@ import { useTranslation } from 'react-i18next';
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import { useNavigate, Link } from 'react-router-dom';
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import {
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ArrowLeft,
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Puzzle,
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Store,
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Code,
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Workflow,
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Zap,
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Clock,
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CheckCircle,
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Mail,
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CreditCard,
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Bell,
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ChevronRight,
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HelpCircle,
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Play,
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Pause,
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Settings,
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Mail,
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BookOpen,
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Sparkles,
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RotateCcw,
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Calendar,
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ListTodo,
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Users,
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FileText,
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Send,
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Search,
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Puzzle,
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} from 'lucide-react';
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const HelpAutomations: React.FC = () => {
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@@ -45,112 +49,268 @@ const HelpAutomations: React.FC = () => {
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<div className="mb-8">
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<div className="flex items-center gap-3 mb-4">
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<div className="w-12 h-12 rounded-xl bg-brand-100 dark:bg-brand-900/30 flex items-center justify-center">
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<Puzzle size={24} className="text-brand-600 dark:text-brand-400" />
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<Workflow size={24} className="text-brand-600 dark:text-brand-400" />
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</div>
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<div>
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<h1 className="text-3xl font-bold text-gray-900 dark:text-white">
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Automations Guide
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</h1>
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<p className="text-gray-500 dark:text-gray-400">
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Automate your business with powerful automations
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Create powerful workflows with visual automation builder
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</p>
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</div>
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</div>
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</div>
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{/* Powered by Activepieces Notice */}
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<section className="mb-10">
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<div className="bg-gradient-to-r from-purple-50 to-blue-50 dark:from-purple-900/20 dark:to-blue-900/20 rounded-xl border border-purple-200 dark:border-purple-800 p-6">
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<div className="flex items-start gap-4">
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<Puzzle size={24} className="text-purple-600 dark:text-purple-400 mt-1 flex-shrink-0" />
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<div>
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<h3 className="text-lg font-semibold text-gray-900 dark:text-white mb-2">
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Powered by Activepieces
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</h3>
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<p className="text-gray-600 dark:text-gray-300">
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SmoothSchedule automations are built on <strong>Activepieces</strong>, an open-source
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automation platform. If you're familiar with Activepieces, you'll feel right at home -
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the workflow builder works exactly the same way. We've added custom SmoothSchedule
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triggers and actions to connect your scheduling data to thousands of other apps.
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</p>
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</div>
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</div>
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</div>
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</section>
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{/* Overview Section */}
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<section className="mb-10">
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<h2 className="text-xl font-semibold text-gray-900 dark:text-white mb-4 flex items-center gap-2">
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<Puzzle size={20} className="text-brand-500" />
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<Workflow size={20} className="text-brand-500" />
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Overview
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</h2>
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<div className="bg-white dark:bg-gray-800 rounded-xl border border-gray-200 dark:border-gray-700 p-6">
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<p className="text-gray-600 dark:text-gray-300 mb-4">
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Automations extend your scheduling platform with powerful automation capabilities. Send reminder emails,
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generate reports, track no-shows, and create custom workflows - all running automatically
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on schedules you define.
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</p>
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<p className="text-gray-600 dark:text-gray-300">
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Browse the marketplace for ready-made automations, or create your own custom automations
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using our simple scripting language.
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The Automations page provides a visual workflow builder where you can create automated
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processes that run when specific events happen in your business. Connect SmoothSchedule
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to hundreds of other apps like Google Sheets, Slack, Mailchimp, and more.
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</p>
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<div className="grid grid-cols-1 md:grid-cols-3 gap-4 mt-6">
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<div className="text-center p-4 bg-gray-50 dark:bg-gray-700/50 rounded-lg">
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<Sparkles size={24} className="mx-auto text-purple-500 mb-2" />
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<h4 className="font-medium text-gray-900 dark:text-white">AI Copilot</h4>
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<p className="text-sm text-gray-500 dark:text-gray-400">Describe what you want in plain English</p>
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</div>
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<div className="text-center p-4 bg-gray-50 dark:bg-gray-700/50 rounded-lg">
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<Puzzle size={24} className="mx-auto text-blue-500 mb-2" />
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<h4 className="font-medium text-gray-900 dark:text-white">1000+ Integrations</h4>
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<p className="text-sm text-gray-500 dark:text-gray-400">Connect to popular apps and services</p>
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</div>
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<div className="text-center p-4 bg-gray-50 dark:bg-gray-700/50 rounded-lg">
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<Zap size={24} className="mx-auto text-yellow-500 mb-2" />
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<h4 className="font-medium text-gray-900 dark:text-white">Pre-built Flows</h4>
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<p className="text-sm text-gray-500 dark:text-gray-400">Start with ready-to-use templates</p>
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</div>
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</div>
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</div>
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</section>
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{/* Automation Areas Section */}
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{/* Default Flows Section */}
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<section className="mb-10">
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<h2 className="text-xl font-semibold text-gray-900 dark:text-white mb-4 flex items-center gap-2">
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<Settings size={20} className="text-brand-500" />
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Automation Areas
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<Zap size={20} className="text-brand-500" />
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Default Flows (Pre-configured)
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</h2>
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<div className="bg-white dark:bg-gray-800 rounded-xl border border-gray-200 dark:border-gray-700 p-6">
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<div className="grid grid-cols-1 md:grid-cols-2 gap-4">
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<div className="flex items-start gap-3 p-4 bg-gray-50 dark:bg-gray-700/50 rounded-lg">
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<Store size={20} className="text-blue-500 mt-0.5" />
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<p className="text-gray-600 dark:text-gray-300 mb-4">
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Every SmoothSchedule account comes with these default automation flows pre-configured
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and ready to use. They're located in the "Defaults" folder in your automations.
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</p>
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<div className="space-y-4">
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<div className="flex items-start gap-3 p-4 bg-green-50 dark:bg-green-900/20 rounded-lg border border-green-200 dark:border-green-800">
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<Mail size={20} className="text-green-600 dark:text-green-400 mt-0.5" />
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<div>
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<h4 className="font-medium text-gray-900 dark:text-white">Marketplace</h4>
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<p className="text-sm text-gray-500 dark:text-gray-400">Browse and install pre-built automations from our library</p>
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<h4 className="font-medium text-gray-900 dark:text-white">Appointment Confirmation Email</h4>
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<p className="text-sm text-gray-500 dark:text-gray-400">
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Automatically sends a confirmation email when a new appointment is booked
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</p>
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</div>
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</div>
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<div className="flex items-start gap-3 p-4 bg-gray-50 dark:bg-gray-700/50 rounded-lg">
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<Puzzle size={20} className="text-green-500 mt-0.5" />
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<div className="flex items-start gap-3 p-4 bg-blue-50 dark:bg-blue-900/20 rounded-lg border border-blue-200 dark:border-blue-800">
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<Bell size={20} className="text-blue-600 dark:text-blue-400 mt-0.5" />
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<div>
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<h4 className="font-medium text-gray-900 dark:text-white">My Automations</h4>
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<p className="text-sm text-gray-500 dark:text-gray-400">Manage your installed and custom automations</p>
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<h4 className="font-medium text-gray-900 dark:text-white">Appointment Reminder Email</h4>
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<p className="text-sm text-gray-500 dark:text-gray-400">
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Sends reminder emails before appointments (timing based on your service settings)
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</p>
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</div>
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</div>
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<div className="flex items-start gap-3 p-4 bg-gray-50 dark:bg-gray-700/50 rounded-lg">
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<Code size={20} className="text-purple-500 mt-0.5" />
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<div className="flex items-start gap-3 p-4 bg-purple-50 dark:bg-purple-900/20 rounded-lg border border-purple-200 dark:border-purple-800">
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<CreditCard size={20} className="text-purple-600 dark:text-purple-400 mt-0.5" />
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<div>
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<h4 className="font-medium text-gray-900 dark:text-white">Create Automation</h4>
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<p className="text-sm text-gray-500 dark:text-gray-400">Build custom automations with our scripting tools</p>
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<h4 className="font-medium text-gray-900 dark:text-white">Deposit Payment Confirmation</h4>
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<p className="text-sm text-gray-500 dark:text-gray-400">
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Sends a confirmation when a deposit payment is received
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</p>
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</div>
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</div>
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<div className="flex items-start gap-3 p-4 bg-gray-50 dark:bg-gray-700/50 rounded-lg">
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<ListTodo size={20} className="text-orange-500 mt-0.5" />
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<div className="flex items-start gap-3 p-4 bg-amber-50 dark:bg-amber-900/20 rounded-lg border border-amber-200 dark:border-amber-800">
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<CreditCard size={20} className="text-amber-600 dark:text-amber-400 mt-0.5" />
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<div>
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<h4 className="font-medium text-gray-900 dark:text-white">Tasks</h4>
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<p className="text-sm text-gray-500 dark:text-gray-400">View and manage scheduled automation executions</p>
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<h4 className="font-medium text-gray-900 dark:text-white">Final Payment Confirmation</h4>
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<p className="text-sm text-gray-500 dark:text-gray-400">
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Sends a receipt when the final payment is completed
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</p>
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</div>
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</div>
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<div className="flex items-start gap-3 p-4 bg-pink-50 dark:bg-pink-900/20 rounded-lg border border-pink-200 dark:border-pink-800">
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<Mail size={20} className="text-pink-600 dark:text-pink-400 mt-0.5" />
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<div>
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<h4 className="font-medium text-gray-900 dark:text-white">Thank You Email</h4>
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<p className="text-sm text-gray-500 dark:text-gray-400">
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Sends a thank you message after payment is completed
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</p>
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</div>
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</div>
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</div>
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{/* Restore Defaults Note */}
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<div className="mt-6 p-4 bg-gray-50 dark:bg-gray-700/50 rounded-lg">
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<div className="flex items-start gap-2">
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<RotateCcw size={18} className="text-gray-500 mt-0.5" />
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<div>
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<p className="text-sm text-gray-600 dark:text-gray-300">
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<strong>Restore Defaults:</strong> If you've modified a default flow and want to
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restore it to the original, use the "Restore Defaults" button in the Automations
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page header.
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</p>
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</div>
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</div>
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</div>
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</div>
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</section>
|
||||
|
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{/* What Automations Can Do */}
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{/* SmoothSchedule Triggers */}
|
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<section className="mb-10">
|
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<h2 className="text-xl font-semibold text-gray-900 dark:text-white mb-4 flex items-center gap-2">
|
||||
<Zap size={20} className="text-brand-500" />
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What Automations Can Do
|
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<Play size={20} className="text-brand-500" />
|
||||
SmoothSchedule Triggers
|
||||
</h2>
|
||||
<div className="bg-white dark:bg-gray-800 rounded-xl border border-gray-200 dark:border-gray-700 p-6">
|
||||
<div className="space-y-4">
|
||||
<div className="flex items-start gap-3">
|
||||
<Mail size={18} className="text-blue-500 mt-0.5" />
|
||||
<div>
|
||||
<h4 className="font-medium text-gray-900 dark:text-white">Send Emails</h4>
|
||||
<p className="text-sm text-gray-500 dark:text-gray-400">Automated reminders, follow-ups, and notifications to customers</p>
|
||||
</div>
|
||||
</div>
|
||||
<div className="flex items-start gap-3">
|
||||
<p className="text-gray-600 dark:text-gray-300 mb-4">
|
||||
Triggers start your automation when something happens. SmoothSchedule provides these triggers:
|
||||
</p>
|
||||
<div className="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||||
<div className="flex items-start gap-3 p-3 bg-gray-50 dark:bg-gray-700/50 rounded-lg">
|
||||
<Calendar size={18} className="text-green-500 mt-0.5" />
|
||||
<div>
|
||||
<h4 className="font-medium text-gray-900 dark:text-white">Manage Appointments</h4>
|
||||
<p className="text-sm text-gray-500 dark:text-gray-400">Query, filter, and process appointment data automatically</p>
|
||||
<h4 className="font-medium text-gray-900 dark:text-white text-sm">Event Created</h4>
|
||||
<p className="text-xs text-gray-500 dark:text-gray-400">When a new appointment is booked</p>
|
||||
</div>
|
||||
</div>
|
||||
<div className="flex items-start gap-3">
|
||||
<Clock size={18} className="text-purple-500 mt-0.5" />
|
||||
<div className="flex items-start gap-3 p-3 bg-gray-50 dark:bg-gray-700/50 rounded-lg">
|
||||
<Calendar size={18} className="text-blue-500 mt-0.5" />
|
||||
<div>
|
||||
<h4 className="font-medium text-gray-900 dark:text-white">Run on Schedules</h4>
|
||||
<p className="text-sm text-gray-500 dark:text-gray-400">Execute hourly, daily, weekly, or on custom cron schedules</p>
|
||||
<h4 className="font-medium text-gray-900 dark:text-white text-sm">Event Updated</h4>
|
||||
<p className="text-xs text-gray-500 dark:text-gray-400">When an appointment is modified</p>
|
||||
</div>
|
||||
</div>
|
||||
<div className="flex items-start gap-3">
|
||||
<Zap size={18} className="text-orange-500 mt-0.5" />
|
||||
<div className="flex items-start gap-3 p-3 bg-gray-50 dark:bg-gray-700/50 rounded-lg">
|
||||
<Calendar size={18} className="text-red-500 mt-0.5" />
|
||||
<div>
|
||||
<h4 className="font-medium text-gray-900 dark:text-white">External Integrations</h4>
|
||||
<p className="text-sm text-gray-500 dark:text-gray-400">Connect to approved external APIs for advanced workflows</p>
|
||||
<h4 className="font-medium text-gray-900 dark:text-white text-sm">Event Cancelled</h4>
|
||||
<p className="text-xs text-gray-500 dark:text-gray-400">When an appointment is cancelled</p>
|
||||
</div>
|
||||
</div>
|
||||
<div className="flex items-start gap-3 p-3 bg-gray-50 dark:bg-gray-700/50 rounded-lg">
|
||||
<Calendar size={18} className="text-purple-500 mt-0.5" />
|
||||
<div>
|
||||
<h4 className="font-medium text-gray-900 dark:text-white text-sm">Event Status Changed</h4>
|
||||
<p className="text-xs text-gray-500 dark:text-gray-400">When status changes (confirmed, completed, etc.)</p>
|
||||
</div>
|
||||
</div>
|
||||
<div className="flex items-start gap-3 p-3 bg-gray-50 dark:bg-gray-700/50 rounded-lg">
|
||||
<CreditCard size={18} className="text-emerald-500 mt-0.5" />
|
||||
<div>
|
||||
<h4 className="font-medium text-gray-900 dark:text-white text-sm">Payment Received</h4>
|
||||
<p className="text-xs text-gray-500 dark:text-gray-400">When a payment is completed (deposit or final)</p>
|
||||
</div>
|
||||
</div>
|
||||
<div className="flex items-start gap-3 p-3 bg-gray-50 dark:bg-gray-700/50 rounded-lg">
|
||||
<Clock size={18} className="text-orange-500 mt-0.5" />
|
||||
<div>
|
||||
<h4 className="font-medium text-gray-900 dark:text-white text-sm">Upcoming Events</h4>
|
||||
<p className="text-xs text-gray-500 dark:text-gray-400">Polls for appointments happening soon</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
{/* SmoothSchedule Actions */}
|
||||
<section className="mb-10">
|
||||
<h2 className="text-xl font-semibold text-gray-900 dark:text-white mb-4 flex items-center gap-2">
|
||||
<Settings size={20} className="text-brand-500" />
|
||||
SmoothSchedule Actions
|
||||
</h2>
|
||||
<div className="bg-white dark:bg-gray-800 rounded-xl border border-gray-200 dark:border-gray-700 p-6">
|
||||
<p className="text-gray-600 dark:text-gray-300 mb-4">
|
||||
Actions are the things your automation does. Use these SmoothSchedule actions in your flows:
|
||||
</p>
|
||||
<div className="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||||
<div className="flex items-start gap-3 p-3 bg-gray-50 dark:bg-gray-700/50 rounded-lg">
|
||||
<Send size={18} className="text-blue-500 mt-0.5" />
|
||||
<div>
|
||||
<h4 className="font-medium text-gray-900 dark:text-white text-sm">Send Email</h4>
|
||||
<p className="text-xs text-gray-500 dark:text-gray-400">Send emails using your templates</p>
|
||||
</div>
|
||||
</div>
|
||||
<div className="flex items-start gap-3 p-3 bg-gray-50 dark:bg-gray-700/50 rounded-lg">
|
||||
<Calendar size={18} className="text-green-500 mt-0.5" />
|
||||
<div>
|
||||
<h4 className="font-medium text-gray-900 dark:text-white text-sm">Create Event</h4>
|
||||
<p className="text-xs text-gray-500 dark:text-gray-400">Create a new appointment</p>
|
||||
</div>
|
||||
</div>
|
||||
<div className="flex items-start gap-3 p-3 bg-gray-50 dark:bg-gray-700/50 rounded-lg">
|
||||
<Calendar size={18} className="text-yellow-500 mt-0.5" />
|
||||
<div>
|
||||
<h4 className="font-medium text-gray-900 dark:text-white text-sm">Update Event</h4>
|
||||
<p className="text-xs text-gray-500 dark:text-gray-400">Modify an existing appointment</p>
|
||||
</div>
|
||||
</div>
|
||||
<div className="flex items-start gap-3 p-3 bg-gray-50 dark:bg-gray-700/50 rounded-lg">
|
||||
<Calendar size={18} className="text-red-500 mt-0.5" />
|
||||
<div>
|
||||
<h4 className="font-medium text-gray-900 dark:text-white text-sm">Cancel Event</h4>
|
||||
<p className="text-xs text-gray-500 dark:text-gray-400">Cancel an appointment</p>
|
||||
</div>
|
||||
</div>
|
||||
<div className="flex items-start gap-3 p-3 bg-gray-50 dark:bg-gray-700/50 rounded-lg">
|
||||
<Search size={18} className="text-purple-500 mt-0.5" />
|
||||
<div>
|
||||
<h4 className="font-medium text-gray-900 dark:text-white text-sm">Find Events</h4>
|
||||
<p className="text-xs text-gray-500 dark:text-gray-400">Search appointments by criteria</p>
|
||||
</div>
|
||||
</div>
|
||||
<div className="flex items-start gap-3 p-3 bg-gray-50 dark:bg-gray-700/50 rounded-lg">
|
||||
<Users size={18} className="text-indigo-500 mt-0.5" />
|
||||
<div>
|
||||
<h4 className="font-medium text-gray-900 dark:text-white text-sm">List Customers</h4>
|
||||
<p className="text-xs text-gray-500 dark:text-gray-400">Get customer data for use in flows</p>
|
||||
</div>
|
||||
</div>
|
||||
<div className="flex items-start gap-3 p-3 bg-gray-50 dark:bg-gray-700/50 rounded-lg">
|
||||
<Users size={18} className="text-pink-500 mt-0.5" />
|
||||
<div>
|
||||
<h4 className="font-medium text-gray-900 dark:text-white text-sm">List Inactive Customers</h4>
|
||||
<p className="text-xs text-gray-500 dark:text-gray-400">Find customers who haven't booked recently</p>
|
||||
</div>
|
||||
</div>
|
||||
<div className="flex items-start gap-3 p-3 bg-gray-50 dark:bg-gray-700/50 rounded-lg">
|
||||
<FileText size={18} className="text-teal-500 mt-0.5" />
|
||||
<div>
|
||||
<h4 className="font-medium text-gray-900 dark:text-white text-sm">List Resources/Services</h4>
|
||||
<p className="text-xs text-gray-500 dark:text-gray-400">Get your resources and services data</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
@@ -168,62 +328,52 @@ const HelpAutomations: React.FC = () => {
|
||||
<li className="flex items-start gap-3">
|
||||
<span className="flex-shrink-0 w-6 h-6 rounded-full bg-brand-600 text-white text-sm flex items-center justify-center">1</span>
|
||||
<div>
|
||||
<h4 className="font-medium text-gray-900 dark:text-white">Browse Marketplace</h4>
|
||||
<p className="text-sm text-gray-500 dark:text-gray-400">Go to Automations → Marketplace to explore available automations.</p>
|
||||
<h4 className="font-medium text-gray-900 dark:text-white">Open Automations</h4>
|
||||
<p className="text-sm text-gray-500 dark:text-gray-400">
|
||||
Go to <strong>Automations</strong> in the sidebar to open the workflow builder.
|
||||
</p>
|
||||
</div>
|
||||
</li>
|
||||
<li className="flex items-start gap-3">
|
||||
<span className="flex-shrink-0 w-6 h-6 rounded-full bg-brand-600 text-white text-sm flex items-center justify-center">2</span>
|
||||
<div>
|
||||
<h4 className="font-medium text-gray-900 dark:text-white">Install an Automation</h4>
|
||||
<p className="text-sm text-gray-500 dark:text-gray-400">Click "Install" on any automation to add it to your account.</p>
|
||||
<h4 className="font-medium text-gray-900 dark:text-white">Create a New Flow</h4>
|
||||
<p className="text-sm text-gray-500 dark:text-gray-400">
|
||||
Click <strong>+ New Flow</strong> to start building, or use the AI Copilot to describe what you want.
|
||||
</p>
|
||||
</div>
|
||||
</li>
|
||||
<li className="flex items-start gap-3">
|
||||
<span className="flex-shrink-0 w-6 h-6 rounded-full bg-brand-600 text-white text-sm flex items-center justify-center">3</span>
|
||||
<div>
|
||||
<h4 className="font-medium text-gray-900 dark:text-white">Configure & Schedule</h4>
|
||||
<p className="text-sm text-gray-500 dark:text-gray-400">Set up automation options and choose when it should run.</p>
|
||||
<h4 className="font-medium text-gray-900 dark:text-white">Choose a Trigger</h4>
|
||||
<p className="text-sm text-gray-500 dark:text-gray-400">
|
||||
Select what starts your automation (e.g., "Event Created" from SmoothSchedule).
|
||||
</p>
|
||||
</div>
|
||||
</li>
|
||||
<li className="flex items-start gap-3">
|
||||
<span className="flex-shrink-0 w-6 h-6 rounded-full bg-brand-600 text-white text-sm flex items-center justify-center">4</span>
|
||||
<div>
|
||||
<h4 className="font-medium text-gray-900 dark:text-white">Monitor Tasks</h4>
|
||||
<p className="text-sm text-gray-500 dark:text-gray-400">View execution history and logs in the Tasks page.</p>
|
||||
<h4 className="font-medium text-gray-900 dark:text-white">Add Actions</h4>
|
||||
<p className="text-sm text-gray-500 dark:text-gray-400">
|
||||
Add steps that run when the trigger fires. Use SmoothSchedule actions or connect other apps.
|
||||
</p>
|
||||
</div>
|
||||
</li>
|
||||
<li className="flex items-start gap-3">
|
||||
<span className="flex-shrink-0 w-6 h-6 rounded-full bg-brand-600 text-white text-sm flex items-center justify-center">5</span>
|
||||
<div>
|
||||
<h4 className="font-medium text-gray-900 dark:text-white">Test & Publish</h4>
|
||||
<p className="text-sm text-gray-500 dark:text-gray-400">
|
||||
Test your flow with sample data, then publish it to start running automatically.
|
||||
</p>
|
||||
</div>
|
||||
</li>
|
||||
</ol>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
{/* Task Management */}
|
||||
<section className="mb-10">
|
||||
<h2 className="text-xl font-semibold text-gray-900 dark:text-white mb-4 flex items-center gap-2">
|
||||
<ListTodo size={20} className="text-brand-500" />
|
||||
Managing Tasks
|
||||
</h2>
|
||||
<div className="bg-white dark:bg-gray-800 rounded-xl border border-gray-200 dark:border-gray-700 p-6">
|
||||
<p className="text-gray-600 dark:text-gray-300 mb-4">
|
||||
When you install an automation, it creates a scheduled task that runs automatically. Use the Tasks page to:
|
||||
</p>
|
||||
<ul className="space-y-2 text-sm text-gray-600 dark:text-gray-300">
|
||||
<li className="flex items-center gap-2">
|
||||
<Play size={16} className="text-green-500" />
|
||||
<span><strong>Run manually:</strong> Execute a task immediately without waiting for the schedule</span>
|
||||
</li>
|
||||
<li className="flex items-center gap-2">
|
||||
<Pause size={16} className="text-yellow-500" />
|
||||
<span><strong>Pause/Resume:</strong> Temporarily stop a task without deleting it</span>
|
||||
</li>
|
||||
<li className="flex items-center gap-2">
|
||||
<CheckCircle size={16} className="text-blue-500" />
|
||||
<span><strong>View logs:</strong> See execution history and any errors</span>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</section>
|
||||
|
||||
{/* Developer Documentation Link */}
|
||||
<section className="mb-10">
|
||||
<div className="bg-gradient-to-r from-brand-50 to-purple-50 dark:from-brand-900/20 dark:to-purple-900/20 rounded-xl border border-brand-200 dark:border-brand-800 p-6">
|
||||
@@ -231,17 +381,17 @@ const HelpAutomations: React.FC = () => {
|
||||
<BookOpen size={24} className="text-brand-600 dark:text-brand-400 mt-1" />
|
||||
<div className="flex-1">
|
||||
<h3 className="text-lg font-semibold text-gray-900 dark:text-white mb-2">
|
||||
Creating Custom Automations
|
||||
Complete Documentation
|
||||
</h3>
|
||||
<p className="text-gray-600 dark:text-gray-300 mb-4">
|
||||
Want to build your own automations? Our comprehensive developer documentation covers
|
||||
the scripting language, available API methods, and example code.
|
||||
For detailed information about triggers, actions, template variables, and advanced
|
||||
workflow patterns, see our comprehensive automation documentation.
|
||||
</p>
|
||||
<Link
|
||||
to="/dashboard/help/automations/docs"
|
||||
className="inline-flex items-center gap-2 px-4 py-2 bg-brand-600 text-white rounded-lg hover:bg-brand-700 transition-colors"
|
||||
>
|
||||
View Developer Docs
|
||||
View Full Documentation
|
||||
<ChevronRight size={16} />
|
||||
</Link>
|
||||
</div>
|
||||
|
||||
@@ -15,6 +15,7 @@ import {
|
||||
Plus, Edit, Trash2, ArrowUpDown, GripVertical, Image, Save, ExternalLink,
|
||||
MessageSquare, Tag, UserPlus, Shield, Copy, Layers, Play, Pause, Puzzle,
|
||||
FileSignature, Send, Download, Link as LinkIcon, CalendarOff, MapPin, Code,
|
||||
Workflow, Sparkles, RotateCcw,
|
||||
} from 'lucide-react';
|
||||
|
||||
interface TocSubItem {
|
||||
@@ -57,7 +58,7 @@ const HelpComprehensive: React.FC = () => {
|
||||
{ id: 'time-blocks', label: t('helpComprehensive.toc.timeBlocks'), icon: <CalendarOff size={16} /> },
|
||||
{ id: 'locations', label: 'Locations', icon: <MapPin size={16} /> },
|
||||
{ id: 'site-builder', label: 'Site Builder', icon: <Layers size={16} /> },
|
||||
{ id: 'automations', label: 'Automations', icon: <Puzzle size={16} /> },
|
||||
{ id: 'automations', label: 'Automations', icon: <Workflow size={16} /> },
|
||||
{ id: 'contracts', label: t('helpComprehensive.toc.contracts'), icon: <FileSignature size={16} /> },
|
||||
{ id: 'api', label: 'API', icon: <Code size={16} /> },
|
||||
{
|
||||
@@ -849,73 +850,119 @@ const HelpComprehensive: React.FC = () => {
|
||||
<section id="automations" className="mb-16 scroll-mt-24">
|
||||
<div className="flex items-center gap-3 mb-6">
|
||||
<div className="w-10 h-10 rounded-lg bg-indigo-100 dark:bg-indigo-900/30 flex items-center justify-center">
|
||||
<Puzzle size={20} className="text-indigo-600 dark:text-indigo-400" />
|
||||
<Workflow size={20} className="text-indigo-600 dark:text-indigo-400" />
|
||||
</div>
|
||||
<h2 className="text-2xl font-bold text-gray-900 dark:text-white">Automations</h2>
|
||||
</div>
|
||||
|
||||
<div className="bg-white dark:bg-gray-800 rounded-xl border border-gray-200 dark:border-gray-700 p-6 mb-6">
|
||||
{/* Powered by Activepieces notice */}
|
||||
<div className="flex items-center gap-2 px-3 py-2 bg-indigo-50 dark:bg-indigo-900/20 border border-indigo-200 dark:border-indigo-800 rounded-lg mb-4 text-sm">
|
||||
<Zap size={16} className="text-indigo-600 dark:text-indigo-400" />
|
||||
<span className="text-indigo-700 dark:text-indigo-300">
|
||||
<strong>Powered by Activepieces</strong> — If you're familiar with Activepieces, our automation system works the same way.
|
||||
</span>
|
||||
</div>
|
||||
|
||||
<p className="text-gray-600 dark:text-gray-300 mb-4">
|
||||
Automations allow you to automate repetitive tasks and workflows. Send reminders, generate reports, clean up old data, and integrate with external services automatically.
|
||||
Build powerful automation workflows with our visual flow builder. Connect triggers to actions to automate appointment confirmations, reminders, payment notifications, and integrations with hundreds of external services.
|
||||
</p>
|
||||
|
||||
<h3 className="text-lg font-semibold text-gray-900 dark:text-white mb-3">What Automations Can Do</h3>
|
||||
<ul className="space-y-2 text-sm text-gray-600 dark:text-gray-300 mb-6">
|
||||
<h3 className="text-lg font-semibold text-gray-900 dark:text-white mb-3">Key Features</h3>
|
||||
<div className="grid grid-cols-1 md:grid-cols-3 gap-4 mb-6">
|
||||
<div className="p-4 bg-purple-50 dark:bg-purple-900/20 rounded-lg border border-purple-200 dark:border-purple-800">
|
||||
<div className="flex items-center gap-2 mb-2">
|
||||
<Sparkles size={18} className="text-purple-600 dark:text-purple-400" />
|
||||
<h4 className="font-medium text-gray-900 dark:text-white">AI Copilot</h4>
|
||||
</div>
|
||||
<p className="text-xs text-gray-500 dark:text-gray-400">Describe what you want in plain English and let AI build the flow for you</p>
|
||||
</div>
|
||||
<div className="p-4 bg-blue-50 dark:bg-blue-900/20 rounded-lg border border-blue-200 dark:border-blue-800">
|
||||
<div className="flex items-center gap-2 mb-2">
|
||||
<Puzzle size={18} className="text-blue-600 dark:text-blue-400" />
|
||||
<h4 className="font-medium text-gray-900 dark:text-white">200+ Integrations</h4>
|
||||
</div>
|
||||
<p className="text-xs text-gray-500 dark:text-gray-400">Connect to Slack, Google Sheets, Discord, Mailchimp, and hundreds more</p>
|
||||
</div>
|
||||
<div className="p-4 bg-green-50 dark:bg-green-900/20 rounded-lg border border-green-200 dark:border-green-800">
|
||||
<div className="flex items-center gap-2 mb-2">
|
||||
<RotateCcw size={18} className="text-green-600 dark:text-green-400" />
|
||||
<h4 className="font-medium text-gray-900 dark:text-white">Default Flows</h4>
|
||||
</div>
|
||||
<p className="text-xs text-gray-500 dark:text-gray-400">Pre-built flows for common tasks like confirmations and reminders</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<h3 className="text-lg font-semibold text-gray-900 dark:text-white mb-3">SmoothSchedule Triggers</h3>
|
||||
<p className="text-sm text-gray-600 dark:text-gray-300 mb-3">
|
||||
Start your automation when something happens in SmoothSchedule:
|
||||
</p>
|
||||
<div className="grid grid-cols-2 md:grid-cols-3 gap-3 mb-6">
|
||||
<div className="p-2 bg-blue-50 dark:bg-blue-900/20 rounded-lg text-center">
|
||||
<span className="text-xs font-medium text-blue-700 dark:text-blue-300">Event Created</span>
|
||||
</div>
|
||||
<div className="p-2 bg-green-50 dark:bg-green-900/20 rounded-lg text-center">
|
||||
<span className="text-xs font-medium text-green-700 dark:text-green-300">Event Updated</span>
|
||||
</div>
|
||||
<div className="p-2 bg-red-50 dark:bg-red-900/20 rounded-lg text-center">
|
||||
<span className="text-xs font-medium text-red-700 dark:text-red-300">Event Cancelled</span>
|
||||
</div>
|
||||
<div className="p-2 bg-orange-50 dark:bg-orange-900/20 rounded-lg text-center">
|
||||
<span className="text-xs font-medium text-orange-700 dark:text-orange-300">Status Changed</span>
|
||||
</div>
|
||||
<div className="p-2 bg-emerald-50 dark:bg-emerald-900/20 rounded-lg text-center">
|
||||
<span className="text-xs font-medium text-emerald-700 dark:text-emerald-300">Payment Received</span>
|
||||
</div>
|
||||
<div className="p-2 bg-purple-50 dark:bg-purple-900/20 rounded-lg text-center">
|
||||
<span className="text-xs font-medium text-purple-700 dark:text-purple-300">Upcoming Events</span>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<h3 className="text-lg font-semibold text-gray-900 dark:text-white mb-3">SmoothSchedule Actions</h3>
|
||||
<p className="text-sm text-gray-600 dark:text-gray-300 mb-3">
|
||||
Perform actions in SmoothSchedule from any trigger:
|
||||
</p>
|
||||
<ul className="grid grid-cols-2 gap-2 text-sm text-gray-600 dark:text-gray-300 mb-6">
|
||||
<li className="flex items-center gap-2">
|
||||
<CheckCircle size={16} className="text-green-500" />
|
||||
<span><strong>Send Emails:</strong> Automatic appointment reminders, confirmations, and follow-ups</span>
|
||||
<CheckCircle size={14} className="text-green-500 flex-shrink-0" />
|
||||
<span>Send Email (with templates)</span>
|
||||
</li>
|
||||
<li className="flex items-center gap-2">
|
||||
<CheckCircle size={16} className="text-green-500" />
|
||||
<span><strong>Webhooks:</strong> Integrate with external services like Zapier, Slack, or your own APIs</span>
|
||||
<CheckCircle size={14} className="text-green-500 flex-shrink-0" />
|
||||
<span>Create Event</span>
|
||||
</li>
|
||||
<li className="flex items-center gap-2">
|
||||
<CheckCircle size={16} className="text-green-500" />
|
||||
<span><strong>Generate Reports:</strong> Automatic daily, weekly, or monthly business reports</span>
|
||||
<CheckCircle size={14} className="text-green-500 flex-shrink-0" />
|
||||
<span>Update Event</span>
|
||||
</li>
|
||||
<li className="flex items-center gap-2">
|
||||
<CheckCircle size={16} className="text-green-500" />
|
||||
<span><strong>Data Cleanup:</strong> Automatically archive or delete old appointments and data</span>
|
||||
<CheckCircle size={14} className="text-green-500 flex-shrink-0" />
|
||||
<span>Cancel Event</span>
|
||||
</li>
|
||||
<li className="flex items-center gap-2">
|
||||
<CheckCircle size={14} className="text-green-500 flex-shrink-0" />
|
||||
<span>Find Events</span>
|
||||
</li>
|
||||
<li className="flex items-center gap-2">
|
||||
<CheckCircle size={14} className="text-green-500 flex-shrink-0" />
|
||||
<span>List Customers</span>
|
||||
</li>
|
||||
<li className="flex items-center gap-2">
|
||||
<CheckCircle size={14} className="text-green-500 flex-shrink-0" />
|
||||
<span>List Resources</span>
|
||||
</li>
|
||||
<li className="flex items-center gap-2">
|
||||
<CheckCircle size={14} className="text-green-500 flex-shrink-0" />
|
||||
<span>List Services</span>
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
<h3 className="text-lg font-semibold text-gray-900 dark:text-white mb-3">Automation Types</h3>
|
||||
<div className="grid grid-cols-1 md:grid-cols-2 gap-4 mb-6">
|
||||
<div className="p-4 bg-indigo-50 dark:bg-indigo-900/20 rounded-lg border border-indigo-200 dark:border-indigo-800">
|
||||
<h4 className="font-medium text-gray-900 dark:text-white mb-1">Marketplace Automations</h4>
|
||||
<p className="text-xs text-gray-500 dark:text-gray-400">Pre-built automations ready to install and configure</p>
|
||||
</div>
|
||||
<div className="p-4 bg-purple-50 dark:bg-purple-900/20 rounded-lg border border-purple-200 dark:border-purple-800">
|
||||
<h4 className="font-medium text-gray-900 dark:text-white mb-1">Custom Automations</h4>
|
||||
<p className="text-xs text-gray-500 dark:text-gray-400">Build your own automations with custom logic and actions</p>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<h3 className="text-lg font-semibold text-gray-900 dark:text-white mb-3">Triggers</h3>
|
||||
<p className="text-sm text-gray-600 dark:text-gray-300 mb-3">
|
||||
Automations can be triggered at different points in the appointment lifecycle:
|
||||
</p>
|
||||
<div className="grid grid-cols-2 md:grid-cols-4 gap-3 mb-6">
|
||||
<div className="p-2 bg-blue-50 dark:bg-blue-900/20 rounded-lg text-center">
|
||||
<span className="text-xs font-medium text-blue-700 dark:text-blue-300">Before Event</span>
|
||||
</div>
|
||||
<div className="p-2 bg-green-50 dark:bg-green-900/20 rounded-lg text-center">
|
||||
<span className="text-xs font-medium text-green-700 dark:text-green-300">At Start</span>
|
||||
</div>
|
||||
<div className="p-2 bg-orange-50 dark:bg-orange-900/20 rounded-lg text-center">
|
||||
<span className="text-xs font-medium text-orange-700 dark:text-orange-300">After End</span>
|
||||
</div>
|
||||
<div className="p-2 bg-purple-50 dark:bg-purple-900/20 rounded-lg text-center">
|
||||
<span className="text-xs font-medium text-purple-700 dark:text-purple-300">On Status Change</span>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<h3 className="text-lg font-semibold text-gray-900 dark:text-white mb-3">Learn More</h3>
|
||||
<Link to="/dashboard/help/automations/docs" onClick={scrollToTop} className="flex items-center gap-3 p-4 bg-gray-50 dark:bg-gray-700/50 rounded-lg hover:bg-gray-100 dark:hover:bg-gray-700 transition-colors">
|
||||
<Puzzle size={24} className="text-indigo-500" />
|
||||
<Workflow size={24} className="text-indigo-500" />
|
||||
<div>
|
||||
<h4 className="font-medium text-gray-900 dark:text-white">Automation Documentation</h4>
|
||||
<p className="text-sm text-gray-500 dark:text-gray-400">Complete guide to creating and configuring automations</p>
|
||||
<p className="text-sm text-gray-500 dark:text-gray-400">Complete guide to triggers, actions, default flows, and building custom workflows</p>
|
||||
</div>
|
||||
<ChevronRight size={20} className="text-gray-400 ml-auto" />
|
||||
</Link>
|
||||
|
||||
@@ -366,15 +366,15 @@ def _provision_default_flows_for_tenant(tenant_id):
|
||||
f"Failed to save sample data for flow {flow_type}: {e}"
|
||||
)
|
||||
|
||||
# Publish the flow (locks version and enables)
|
||||
# Publish the flow (LOCK_AND_PUBLISH triggers async enable)
|
||||
# Note: The flow will become ENABLED after background processing
|
||||
# completes - don't try to enable immediately as it causes 409
|
||||
try:
|
||||
client.publish_flow(flow_id, session_token)
|
||||
except Exception as e:
|
||||
logger.warning(
|
||||
f"Failed to publish flow {flow_type}, enabling instead: {e}"
|
||||
f"Failed to publish flow {flow_type}: {e}"
|
||||
)
|
||||
# Fallback to just enabling
|
||||
client.update_flow_status(flow_id, session_token, enabled=True)
|
||||
|
||||
# Store the flow record in Django
|
||||
TenantDefaultFlow.objects.create(
|
||||
|
||||
@@ -427,14 +427,19 @@ class ActivepiecesClient:
|
||||
Uses the LOCK_AND_PUBLISH operation which:
|
||||
1. Locks the current version
|
||||
2. Makes it the published (active) version
|
||||
3. Enables the flow
|
||||
3. Triggers async background processing to set up triggers
|
||||
4. Flow becomes ENABLED once background processing completes
|
||||
|
||||
Note: The flow status will show DISABLED immediately after this call,
|
||||
but will become ENABLED after background processing (typically <1 sec).
|
||||
Do NOT call update_flow_status() right after - it will cause a 409 Conflict.
|
||||
|
||||
Args:
|
||||
flow_id: The Activepieces flow ID
|
||||
token: Session token for API calls
|
||||
|
||||
Returns:
|
||||
Updated flow object
|
||||
Updated flow object (status may still show DISABLED initially)
|
||||
"""
|
||||
return self._request(
|
||||
"POST",
|
||||
|
||||
@@ -348,13 +348,13 @@ class DefaultFlowRestoreView(TenantRequiredAPIView, APIView):
|
||||
except Exception as e:
|
||||
logger.warning(f"Failed to save sample data for flow {flow_type}: {e}")
|
||||
|
||||
# Publish the flow (locks version and enables)
|
||||
# Publish the flow (LOCK_AND_PUBLISH triggers async enable)
|
||||
# Note: The flow will become ENABLED after background processing
|
||||
# completes - don't try to enable immediately as it causes 409
|
||||
try:
|
||||
client.publish_flow(new_flow_id, token)
|
||||
except Exception as e:
|
||||
logger.warning(f"Failed to publish flow {flow_type}, enabling instead: {e}")
|
||||
# Fallback to just enabling
|
||||
client.update_flow_status(new_flow_id, token, enabled=True)
|
||||
logger.warning(f"Failed to publish flow {flow_type}: {e}")
|
||||
|
||||
# Update the Django record
|
||||
default_flow.activepieces_flow_id = new_flow_id
|
||||
@@ -473,15 +473,15 @@ class DefaultFlowsRestoreAllView(TenantRequiredAPIView, APIView):
|
||||
f"Failed to save sample data for flow {default_flow.flow_type}: {e}"
|
||||
)
|
||||
|
||||
# Publish the flow (locks version and enables)
|
||||
# Publish the flow (LOCK_AND_PUBLISH triggers async enable)
|
||||
# Note: The flow will become ENABLED after background processing
|
||||
# completes - don't try to enable immediately as it causes 409
|
||||
try:
|
||||
client.publish_flow(new_flow_id, token)
|
||||
except Exception as e:
|
||||
logger.warning(
|
||||
f"Failed to publish flow {default_flow.flow_type}, enabling instead: {e}"
|
||||
f"Failed to publish flow {default_flow.flow_type}: {e}"
|
||||
)
|
||||
# Fallback to just enabling
|
||||
client.update_flow_status(new_flow_id, token, enabled=True)
|
||||
|
||||
# Update the Django record
|
||||
default_flow.activepieces_flow_id = new_flow_id
|
||||
|
||||
Reference in New Issue
Block a user