How to create an automation

Build a "when X happens, do Y" rule in a few clicks.

Automations react to events — when a trigger fires and conditions match, the automation performs actions. Common examples: notify a manager when a timesheet is submitted, or create a task when a case escalates.

Follow these steps:

1. Open Automation from the sidebar.

2. Click New Rule.

3. Choose a trigger — the event that starts the rule (e.g., record created, status changed, form submitted).

4. Add conditions — extra filters the event must satisfy before the action runs.

5. Choose the actions — what happens (send notification, create task, update a record, etc.).

6. Add multiple actions if you need several steps.

7. Set the rule active or paused, then click Save.

8. Test it — trigger the event yourself and watch it in the Logs tab.