Create or Edit an Automation

To create or edit an automation:

  1. Open the app that will contain your trigger and click Settings from the app home page.

  2. Go to Automations under Advanced Features and click +New.

  3. Select your automation trigger type: When data changes or On a schedule.

  4. Define the automation trigger.

    For data change triggers, you can select a trigger to occur when a record is added, modified, or deleted. You can check as many boxes as you want. You can also add conditions.

    For schedule triggers, you can select daily, weekly, or monthly and select the days or dates. Learn more about defining a trigger

  5. Define automation actions by selecting Add a record, Modify record(s), Delete record(s), or Run table import.

    Select the app and table where the action will happen. Specify the information that your new or modified record will contain.

    You can use the left-hand side to navigate around an automation and add or delete actions. Learn more about defining an action.

    To add a new action, click + Add an Action.

  6. Click Save and close if this is your only action or click +Add an Action.

Copying an automation

You can copy an automation so that you can quickly get started on a new automation. Click the Copy icon in the Automations List page to create a copy.

A copy of your automation will appear in the list. Click to rename and edit the copied automation.

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