Automations Overview

Send a series of emails, text messages, handwritten cards, and more using Levitate Automations.

Levitate users can seamlessly engage with their contacts by setting the perfect flow of calendar reminders and contact touchpoints. An Automation Flow is a series of steps that trigger events on a certain day or when kicked off manually.

An Automation Flow can be set and modified for a particular contact. Each step can include an event like sending an email, setting an action item, or adding and removing tags.

Creating an Automation

As of April 2026, Levitate users can create and update automations using the Automation Canvas. This canvas allows the automation creator to zoom out and see how their automation steps are set up and segmented. It also allows for steps to be conditionally branched and for one automation to kick off another.

Check out our overview of the new Automation Canvas here:

Automation Types

Automations fall into three categories, based on what kicks them off.

Date-Based Triggers

A specific key date is what triggers the automation.

Birthday Automation — Recognizes all birthdates in Levitate, regardless of whether the year is included, for personalized outreach.
Milestone Birthday Automation (65th, 72nd, etc.) — Targets contacts by specific birth year and date for outreach around insurance and financial milestones. Can be configured through a Dashboard Card.
Renewal Automation — Recognizes insurance policy renewal dates, targeting a contact a certain number of days before the renewal to ensure renewal and share updates.
Client Review Automation — Recognizes financial account review dates, targeting a contact a certain number of days before the review for reminders and preparation.
Construction Date Automation — Recognizes construction key dates, targeting a contact a certain number of days around that date.
Meeting Reminders — Sends a series of reminders based on a meeting booked through Levitate.

Event-Based Triggers

Something happens — a new lead comes in, a donation is given, a matter stage changes, etc.

New Leads Automation — Works hand in hand with contacts coming through a Lead Parser.
New Donor Automation — Detects when a Levitate contact donates for the first time. The donation must be received and/or dated in the past 24 hours to qualify as a new donor.
New Donation Automation — Detects when a new donation is pulled into Levitate. The donation must be received and/or dated in the past 14 days to qualify.
New Policy Automation — Recognizes when a new policy has been added to a contact profile.
Matter-Related Automations — Triggered by a new matter being added to the Matter Board, or by a matter status or stage change.
- For clients integrated with Clio, MyCase, or PracticePanther, matter changes can be automatically tracked and updated through daily syncs.
- For clients using spreadsheets and manual entry, new matters can be added and existing matter stages and statuses can be updated through the Matter Board itself or via CSV import.

Basic Automation Types

These are not tied to a certain event or date. They can be triggered manually, through tagging, or through the Start an Automation step.

Texting Automation — Sends a series of steps, starting with a text message.
Tag-Triggered Automation — Sends a series of steps, kicked off by the addition of a tag to a contact.
- Tag-Triggered Automations have a special setting that allows a cooldown period. If selected, the automation will only be sent based on that cooldown period. The contact will need to be added to the automation again to send again.
Manually Triggered Automation — Sends a series of steps to contacts that have been manually chosen through the Contacts page.

FAQs

Q: Can I send a custom confirmation email when someone submits a web form, instead of the default form submission email?

A: Yes. The recommended approach is to pair a Lead Parser with a Tag-Triggered Automation. When you set up a Lead Parser for your web form, you can configure it to automatically apply a tag to every contact it creates. You can then build a Tag-Triggered Automation that fires when that tag is added — giving you full control over the confirmation email content, timing, and follow-up steps. See the Leads + Lead Parsers article for instructions on configuring your Lead Parser and its tags, then return here to set up the corresponding Tag-Triggered Automation.

Note: Lead Parsers are available on accounts with the Lead Parser feature enabled. Contact your Success Specialist if you do not see this option under Integrations.

Q: How do I test an automation before it goes live to all my contacts?

A: The safest way to test is to add yourself — or a colleague — as a contact in Levitate using a personal email address, then manually start the automation for just that one contact. From the Contacts page, check the box next to your test contact, click Start Automations, and select the automation you want to preview. You will receive the emails and texts exactly as a real recipient would, which lets you confirm content, timing, and links before enrolling a broader audience. When you are satisfied, you can start the automation for your full contact list using the same flow or through tagging.