Clearing the Setup Required Page
What the Setup Required page shows, why it appears in your sidebar, and how to clear each item, including integrations that need reconnecting.
The Setup Required page lists the things your automations need before they can run properly: a connection to reconnect, an integration to connect, a phone number, email settings, or a trigger. Open it at https://app.trustpager.com/auto/setup-required.
Where to find it
When something needs fixing, Setup Required appears at the top of the Automations sidebar with a number showing how many items are waiting. Each item is one thing to fix, however many automations it affects.
What can show up
- Reconnect (an integration): a connected integration, like Xero, has stopped accepting the connection. This shows even if no automation uses it, because anything that relies on it (raising invoices, for example) won't work until you reconnect. Click Reconnect to go to your connected integrations at https://app.trustpager.com/auto/integrations?view=connected.
- Connect (an integration): an automation uses Slack, Xero, Portant, ActiveCampaign, Cal.com or Facebook, but it isn't connected. Set Up takes you to the Integrations page with that platform highlighted.
- Configure Email: an automation sends emails but your workspace has no default email settings yet. Set Up opens https://app.trustpager.com/settings/email.
- Set up Phone Number: an automation sends texts or makes calls but there's no phone number. Set Up opens https://app.trustpager.com/settings/phone.
- Set up Voice Agent: an automation makes voice calls but there's no voice agent. Request Setup sends us a request and we'll help set it up.
- Add a trigger: an automation has no trigger, so it can never run even if it's switched on. Click the automation's name to open it and add one.
Under each item you'll see the automations it affects, including the ones on your pipeline stages, auto queues and schedules. Click any of them to open it. The number in the sidebar always matches the number of items on this page.
Which items stop you switching an automation on
A missing integration, email settings, phone number or voice agent stops you switching on an automation that needs it, because it couldn't run. Reconnect and Add a trigger don't: you can switch the automation on, it just won't work properly until you've fixed the item.
Clearing items
Fix the underlying issue and the item disappears by itself. A Reconnect item also clears on its own if the connection starts working again. When everything is fixed, the page shows "All set!".
Related pages
- https://app.trustpager.com/auto/integrations: connect, reconnect and remove integrations
- https://app.trustpager.com/auto/errors: automation runs that failed (different from setup items, which stop them running in the first place)
- https://trustpager.com/help-center/manage-integrations: more on reconnecting an integration