Automations perform Actions in CoreBridge based on specific activities or events. Each Automation includes a Trigger, optional Conditions, and an Action, such as sending an email or an In-App Notification. Choose wait from Add action when the Action should run after a number of days.
For more information on Automations and examples you can follow, please see Practical Automation Examples.
Table of Contents
- Locating Automations
- The Automations List
- Filter
- Creating a New Automation
- Frequently Asked Questions
- Related Articles
Locating Automations
Navigate to System Settings / Workflow / Automations.
The Automations List
The list shows each Automation on a card. Select a card to open that Automation.
a. Search locates an Automation by name.
b. Filter narrows the list. The Filter section below shows the choices.
c. + Automation opens the Automation Library.
d. Sort orders the list. Name is the default.
e. Each card shows the name, when it was last updated, when it last ran, the trigger, how many times it has run, and the on/off toggle. More Actions includes Set Inactive, Clone, and Delete.
Filter
Open Filter, set the options, and click Apply.
a. Action type limits the list to one kind of Action.
b. Record type limits the list to one kind of record, such as Order or Estimate.
c. Status includes Active and Inactive. Select Inactive to include Automations that are turned off.
Creating a New Automation
1. Click + Automation.
2. Select a template, or select Start from scratch.
a. Search locates a template by name, Trigger, or Action.
b. Categories include All, Job Lifecycle, Customer Care, Insights & Alerts, Approvals & Routing, and Integrations.
c. Start from scratch builds an Automation without a template. Create automation opens it. Build with Cora asks what the Automation should do.
3. Click Use template, or click Create automation when Start from scratch is selected.
4. Click When this happens.
5. Select When order status changes, then select the status. This example uses WIP.
6. Click Add condition and select the field. This example uses balance amount.
a. Each highlighted token opens its choices.
b. Add condition adds another condition.
c. Open the row menu and select Remove to remove the condition.
7. Click Add action and select wait.
8. Click the number of days and enter Days to wait.
9. Click Add action and select send an email.
a. an email opens Configure email. Click Done when the email is set.
b. someone chooses who receives the email.
c. Add action adds another Action.
d. Open the row menu and select Remove to remove the Action.
10. Click Save.
Note: Click Done in Configure email. Save on the page saves the Automation. Save stays unavailable until each highlighted choice is set, including the email subject, message, and recipient.
Frequently Asked Questions
1. When does Days to wait appear?
Answer: Click Add action and select wait. Then click the number of days. Days to wait opens so you can enter how many days to wait before the next Action.
2. How do I turn an Automation off?
Answer: Use the toggle on the Automation to turn it off. You can also select Set Inactive from More Actions. To see Automations that are turned off, open Filter, select Inactive under Status, and click Apply.
Related Articles
Creating and Managing Notifications