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You can access the automation section by going to the left side of the app and clicking on the “Cycling arrows”
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Terminology
Every automation rule has a trigger, a condition, and an actions (you can add multiple).
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With this automation in place, every time an deal’s stage changes then its status will automatically change as well.
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Adding an automation
You can add an automation by going to the upper right part of the automation section and click on “+ New Automation”
When adding an automation, you’ll have various options on the types of rules that can be added (e.g: Slack message or JSM Contact Conversion).
Step 1 : Choose a trigger
The first step in building your automation is to click on "When this happens" to pick a trigger. You can then choose a trigger from the options presented in the dropdown. A trigger can be a change from your board (i.e. Status, People, Stage, etc.) or an action/event (i.e. Issue created, Customer Created, etc.):
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For example: We choose the trigger to be “When Stage changes to”
Step 2 : Choose a condition
Depending on the trigger you've picked in step one, you will then need to select a condition. In our previous example, we trigger an action when the Stage is changed to something. We can set that condition to be “Won”
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Do note that each possible triggers has a different set of conditions. More can be explored in the use case section of the documentation
Step 3: Set an action
Now that the first part of the automation (trigger + condition) is ready, it is time to choose its action. To choose an action, click on the grey underlined "Then do this" field in the “Actions” section of the rule. From here, you can select an action from the options presented in the dropdown.
Some actions require an integration to be set up. You can read more about it here
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For our automation example, we chose the "set Status"
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In our example, this means that every time a deal’s “Stage” is changed to “Won”, then its “Status” will be “Closed” automatically.
Multi-step automations
If is possible to create longer and more complex automation rules by adding multiple different actions onto a single automation rule. To do this, simply click on the “plus” sign to the right of the action you have lready set, choose the additional action, and then fill out the blue “result” that will appear.
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You can continue adding more actions to a single automation rule.
Managing your automations:
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You can disable and enable automations in the automation section by clicking on the “Blue Slider” to the right of the automation rule. This will deactivate the automation. You can re-activate it by clicking on the slider again so that it becomes “Blue” again.
You can also delete an automation rule by clicking on three dots and then “delete”. This option can be found to the right of the automation rule.
In the upper left section of the automation page, you will have an indicator displaying the total amount of Active automations.