How Do I Create an Event-Based Automation?

To add a new Event-based Automation:

• Click on your Profile Icon or initials in the top right corner
• Select Automation from the drop-down menu
  
  
  
  
• Click the blue +Add Automation button

This will bring up the following window:

Here, you can:

1. Name your Automation. Be as descriptive as possible so it's easy to locate in your list of Automations.
2. Select the Trigger type by choosing "Event-based" from the drop-down menu.
3. Update the Triggering Record.
   1. You can choose between Contact, Job, Task, Work Order, Material Order, Payment, Attachment, or Activity. Each Type will allow for different Conditions to specify how the Automation will trigger.
4. Specify what action should cause the Automation to run.
   1. You can use this drop-down menu to choose between when the record is either Created, Modified, Created or Modified, or Deleted.
5. Add a Condition.
   1. The system will look to make sure these Conditions are met in order for the Automation to trigger. For example, you can add a Condition for when a Contact's "Status is Lead". When a Contact is in that Status, the Automation will have permission to trigger.
6. Add an Action.
   1. This is what is being executed once the Conditions of the Rule have been met. For example, once the Contact is in the Lead status, a Task will be created and assigned to the Sales Rep, telling them to follow up with the Contact.
7. Save your Automation Rule.