Automations run an Action when activity happens in CoreBridge EVO. Each Automation uses a Trigger, optional Conditions, and an Action such as an email or an In-App Notification. Automations are configured in System Settings / Workflow / Automations. When the Trigger is an Order or Estimate status change, Days to wait holds the Action for the number of days entered.
For more information on Automations and examples you can follow, please see Practical Automation Examples.
Table of Contents
- Locating Automations
- Card View
- List View
- Creating a New Automation
- Frequently Asked Questions
- Related Articles
Locating Automations
Navigate to System Settings / Workflow / Automations.
Card View
Card View provides a quick, organized way to review your existing Automations, with key details displayed at a glance. From this view, you can also select any card to open and make updates.
a. Card View and List View switch between the two displays.
b. + Automation opens the Automation Library.
c. Search locates an Automation by name.
d. The summary shows Total, Active, and Runs. Inactive appears when an Automation is turned off.
e. Categories filter Automations by topic. Destination is included.
f. By Action filters by Email, In-App Notification, Webhook, Note, or Flag.
g. Show inactive displays Automations that are turned off.
h. The delivery method shows how the Automation sends its message.
i. The edited time shows when the Automation was last changed.
j. More Actions includes Set Inactive, Clone, and Delete.
List View
List View provides a structured, row-based way to review your existing Automations, making it easy to scan details across multiple entries. From this view, selecting a row opens the Automation, where you can review and make updates.
a. Card View and List View switch between the two displays.
b. + Automation opens the Automation Library.
c. Search Settings includes inactive Automations in the list.
d. Search locates an Automation by name.
e. Name displays the Automation name.
f. Description provides a brief overview of the Automation.
g. Trigger Event identifies the event that starts the Automation.
h. To Be Sent indicates how the message is delivered.
i. Total Runs displays how many times the Automation has run.
j. Last Run shows the most recent time the Automation ran.
k. Updated shows when the Automation was last changed.
l. Active turns the Automation on or off.
m. More Actions includes Set Inactive, Clone, and Delete.
Creating a New Automation
1. Click + Automation.
2. Select a template with Use template, or select Create from scratch.
a. Search templates locates a template.
b. Create from scratch builds an Automation without a template.
c. Categories group templates, including Recommended, AI Powered, Communication, and Job Lifecycle.
d. By Object includes Order, Estimate, Line Item, Purchase Order, Company, Payment, and Destination.
3. Select the status. This example uses Invoiced Past Due.
4. Click Add condition.
5. When the Trigger is an Order or Estimate status change, click the days token beside wait.
a. Each highlighted token opens its choices.
b. Add condition adds another condition.
c. X removes the condition.
6. Enter the number of days in Days to wait. The Action runs after that many days.
7. Set the Action.
a. The mark on the Action opens the dialog used to configure it.
b. Add action adds another Action.
c. X removes the Action.
8. Click Save.
Example:
Note: Save the items configured in the dialog.
Frequently Asked Questions
1. When does Days to wait appear?
Answer: Days to wait appears when the Trigger is an Order or Estimate status change.
2. How do I turn an Automation off?
Answer: In List View, use the Active toggle. You can also select Set Inactive from More Actions. In Card View, select Show inactive to see Automations that are turned off.