Automations

Automations overview

What an automation is, how to read the list, switch automations on and off, sort them into folders, start from a template and tidy up with archive, trash and bulk actions.

Building an automation

Build a flow in the editor: pick a trigger, add and connect actions, fill in each step, fix open issues, then save, switch on, publish and roll back versions.

Triggers and actions

Every built-in trigger and action, what it does and which fields it has, the incoming webhook with its secret, placeholders, and the triggers and actions your connected integrations add.

Conditions, branches and delays

Check rules, split and join paths, wait for a while or until a date, work with the data, repeat steps for a list, call another automation and answer a webhook.

Testing and run history

Try an automation with a test run, follow every run step by step in the run history, replay a run and find out why one failed.