Creating Automations

Automations are a powerful way to automate what happens when data is changed or a certain event has occurred.
Automate

How to get started

Automate redundant tasks, communications and connect your data to other tools.

  • Triggers

    Triggers are the events that start an automation. For example, a trigger could be when a new record is created in a database.

  • Scheduled Tasks

    Scheduled tasks are automations that run on a schedule. For example, you could schedule a report to be sent out every Monday morning.