How do I create an Event-based Automation?

To add a new Event-based Automation Rule:

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

Automations - Add Rule Button

This will bring up the following window:

Automation Event - Ruleset

Here, you can:

  1. Name your Rule. Be as descriptive as possible so it's easy to locate in your list of Rules.
  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 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 equal to 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.