Knowledge Base
Automation Conditions, Triggers, And Actions
This is a list of the various conditions, triggers, and actions that are available when building an automation rule. If you would like directions on adding a new rule, please click here

Requirements - A Master Admin login or a staff type that has the following permissions:
  • Setup: can access setup
  • Setup: Can access automation rules setup

1. Conditions

Conditions are looked at daily. If the condition is met than the action(s) selected in the rule will take place. 

2. Triggers

Triggers are evaluated in real-time based on what "event" is selected. Once this is met than the action will take place.

3. Actions

Actions are the result of the automation rule. The action will take place based on the condition or trigger that is selected in the setup of your rule. 

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