Automations are an extremely powerful tool to help take a lot of the manual and sometimes tedious work off your plate.

Think of automations like an instruction that you’re giving the app. You’re telling it: “When this happens, do this for me.”  The automation system is constantly observing for those triggers that you’re telling it to look for. When the conditions match, the automation executes.

The Basics

Think of automations like an instruction that you’re giving the app. You’re telling it: “When this happens, do this for me.”  The automation system is constantly observing for those triggers that you’re telling it to look for. When the conditions match, the automation executes.

There are three parts to building an automation: the observable, the conditions, and the actions.

  • ObservableThe observable is the trigger. It tells automations what we’re looking for and when to execute the automation.
  • ConditionsThe conditions allow you to narrow down what your automations run on.
  • ActionsYou can add an event, add a task, send an email, update a field or post a web request.

When building your automation, you'll want to start by giving it a name. You'll then select what the automation is observing, set any conditions, then add actions you want to happen. 


We also have some automations in the Template Gallery you can install right into your account:


Important Note: Automations will only run when what it's observing and all of the conditions are met, so they do not run retroactively for anything they would have been triggered by in the past.

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