Triggers and actions
| Trigger | Example action |
|---|---|
| Record created | Assign sales rep, notify manager |
| Record updated | Send follow-up reminder |
| Status changed | Open approval chain |
| Schedule reached | Run daily inventory snapshot |
Create an automation
- Open Automation, then Workflows, and choose a trigger.
- Pick the module and record the event applies to.
- Add conditions — amount, branch or department.
- Compose the actions and recipients.
- Enable and test with a sample record.
Best practices
- Start with one automation and observe the logs.
- Set an error recipient so failures are visible.
- Version your flows before making changes.
- Respect rate limits when calling external APIs.
Test in demo first
Run automations against the demo branch until they behave exactly as expected.