Skip to content

Automations

Build your workflow step by step

Connect an event, a condition and an action in a diagram. Use rules to assign forms, send notifications and update statuses.

Start for freeBook a demo
Automations
RuleRuns
Notify on revision128Status changedSend a notification
Open the WWS section64Reports contains WWSShow the section
Generate the report39Status is DeliveredWrite the PDF
Runs on live recordsTest run
Automation rules, conditions and run counts.
The canvas

Edit rules in a diagram

Drag in a trigger, condition and action, then connect them. Review and change the steps on the same canvas.

  1. TriggerStatus became “On site”
  2. ConditionIf label is C or D
  3. FieldShow “Installations”
  4. ActionNotify the owner
  5. ActionGenerate the PDF
Triggers

Set when a rule should run

Start a rule when a record is created, an assignment changes or a date is reached. You can also use a button on the form.

Form created
Status changes
Due date arrives
Button pressed

A few of them, from the trigger menu.

Actions

Choose what happens next

Change a record’s status, assign someone, send an email or archive the record. You can also send a request to your own system.

Assign someone
Send email
Call a webhook
Add a comment

Run server-side, whether or not anyone has the form open.

Field and section links

Adapt the form to the answers

Filter the next field’s options or show a section based on an answer. Set up these rules in the automation designer.

After it runs

Review the results of each run

See what started a rule, which actions completed and where errors occurred. Test the rule before enabling it to check the result.

Test the rule without changing the record
Replay a run that failed once the cause is fixed
See the last run and its outcome next to each rule

Create your first form

Open a free account and start with a form your team already uses.

Start for freeContact us

No credit card required