Creating automation rules
When something happens in your business, notify people, create a task, or message the customer — automatically.
On this page
Automations live in Configuration → Automations. Each one is a rule: when an event happens and its conditions hold, then an action runs — once for that event.
How to create an automation
- Go to Configuration → Automations and select New Automation.
- Give it a Name.
- Under When, choose the event that starts it.
- Optionally, under Only if, select + Add condition to narrow it down. All conditions must hold; with no conditions it always runs.
- Under Then, choose the action and fill in its details.
- Save. The automation is switched on.
Events
The events you can choose depend on the modules in your workspace. For example, with Finance you can start an automation on Payment received or Invoice overdue. Industry editions add their own events.
Actions
| Action | What it does |
|---|---|
| Notify people in the app | Sends a notification to the People you pick, or to Everyone with these roles, with your Title and Message |
| Create a WorkBoard task | Creates a task with your Task title and Description in the Project you choose |
| WhatsApp the customer | Sends an approved WhatsApp template to the customer the event is about |
An action that is not set up yet — for example WhatsApp before your number is connected — is shown as (not set up) and cannot be chosen.
Testing before you rely on it
While editing, the preview shows whether the conditions would hold for a sample event — and so whether the automation would run — before you save.
Watching automations run
The Automations page shows how many are Switched on, how many Ran and how many Failed. Open an automation's History to see each run.
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