Downloading the application
Easy Send Automate is compatible with most Windows operating systems. To begin the setup process, click here to download the application.
Once the download is complete …
- Locate where the file was downloaded and click on the file.
- Give the application permission to make changes.
- Read and accept the license agreement.
- Select additional tasks.
- Click Install.
Once the installation is complete, open the application and you should see the homepage:
From the homepage, click Setup, and you’ll be brought to the Actions tab of the Setup page. This is where you’ll be able to see a list of all the actions you have set up. When opening this page for the first time, your list will be empty.
Next steps
When setting up actions in Easy Send Automate, you’ll need integration credentials that come from the Easy Send Digital web-app. Learn how to create your integration credentials here.
Then, you can learn about each action available in Easy Send Automate here, including what they do and how to set them up.
