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Creating Automations

Step-by-step guide to building your first automation.

Step 1: Choose a Trigger​

Select what will start your automation:

  • Form Submission - Most common trigger
  • Payment - When payment is processed
  • Schedule - Time-based triggers
  • Webhook - External triggers

Step 2: Configure Trigger​

Set up the trigger details:

  • Which form/event to watch
  • Any conditions (e.g., "only if payment > $100")
  • Filter criteria

Step 3: Add Actions​

Build your workflow:

  1. Click Add Action
  2. Choose action type
  3. Configure action settings
  4. Add more actions as needed

Step 4: Test​

Before activating:

  1. Click Test
  2. Use sample data
  3. Verify each action works
  4. Check logs for errors

Step 5: Activate​

Once tested:

  1. Click Activate
  2. Automation runs automatically
  3. Monitor execution logs
  4. Adjust as needed

Best Practices​

  • Start simple, add complexity gradually
  • Test thoroughly before activating
  • Monitor execution logs
  • Use conditions to avoid unnecessary runs
  • Document your automations

Next Steps​