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How to create an automation

Taylor Peine avatar
Written by Taylor Peine
Updated over 2 months ago

Follow these steps to set up an Automation:

  1. Create the new Automation Rule

  2. Select the event that begins this automation

    1. See Automation Events for more information

    2. Select the Type of Event

    3. Select where the Event occurs

  3. Add Conditions: Set circumstances for the automation

    1. See Automation Conditions for more information

    2. Follow Branching vs Sequencing Connections for creating different logical statements

  5. Add Actions: Set the results of the automation

    1. See Automation Actions for more information

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