Create automations
How to create your own rules in the "Automation" section — and what part of it is actually n8n.
Last verified: 2026-07-20
Zentor App is integrated with n8n in the background. In the tenant dashboard, however, you do not edit n8n workflows directly — instead you create rules in the "Automation" section via a simpler, dedicated form that links certain events to actions. Real n8n workflow management (the visual editor) is reserved exclusively for Zentor; in the "Integrations" section you only see a status chip with no interaction of your own. This feature is a separately bookable add-on and must be active for your tenant.
Step by step
- Open the "Automation" sectionNavigate via the sidebar to the "Automation" section (only visible if the add-on is active for your tenant).
- Create a new automationGive the rule a name and description.
- Choose a triggerChoose one of the four available triggers: "appointment created", "appointment cancelled", "knowledge entry created", or "schedule" (a cron expression for recurring execution).
- Configure the actionDefine what happens when triggered: send an email, make an HTTP call to an external system, or perform a knowledge base action.
- ActivateTurn the rule active once the configuration is correct.
Expected result
Your automation runs: on the chosen event, the configured action is executed automatically.
Common error cases
I want to create a trigger for "new message" or "handover" but cannot find a matching option.
Cause: Currently only the four listed trigger types are available — a message or handover trigger does not currently exist.
Resolution: Use one of the existing triggers, or contact Zentor for custom n8n workflows.
I want to use the visual n8n editor directly but cannot find access to it.
Cause: Direct n8n workflow editing is reserved exclusively for Zentor (Master Admin) — there is no embed and no editable templates in the tenant dashboard.
Resolution: Discuss custom n8n workflow requests with your Zentor contact.
The "Automation" section does not appear in my sidebar.
Cause: The add-on is not actively booked for your tenant.
Resolution: Contact Zentor to book the automation add-on.