Automations help streamline repetitive tasks within your database, ensuring efficiency and consistency across your workflows. By setting up automations for task modules, you can automatically trigger actions like sending emails, notifications, or updating records, saving valuable time and reducing manual effort.
Step 1: Select Database from Manage Database.
Step 2: Click Additional and then select Automations.
Step 3: Click Add.
Step 4: Enter a Title for your automation and select Next.
Step 5: Select Task and click Next.
Step 6: Choose the Job Type and click Start Now.
Step 7: Click Add Trigger to begin setting up your automation.
Step 8: Select a Trigger from the new tab according to your requirements.
Step 9: Click Automation Ends Here.
Step 10: Choose the desired Action for your automation, such as Send an Email, Send a Text/SMS, or other available options.
Step 11: Click Launch to save and activate your automation.