Overview
When building an Automation, you may choose a trigger that will start the automation. The "When record enters view" trigger allows you to trigger (or run) an automation and start an action you create.
NOTE
Automations is in active development and more functionality is on the way. Automations is currently available on Pro and Enterprise plans. If you have any feedback to offer, feel free to share that with us here.
Choose a trigger
After you add an automation, the first step is to select the trigger you want to use. In this example, we'll use the "When record enters view" trigger.
Select your data
After choosing the trigger you need to select the table and view for the trigger to watch. After you've configured this, run a test to make sure the automation is successfully connected to your view.
Add an action
After you’ve configured and tested the trigger, it’s time to add an action. In the example below, we’ll use the “Send a Slack message” action to send a message every time a project enter the completed projects view.
Once you've setup the action, run a test to make sure it's configured correctly. Lastly, make sure to turn your automation on.
TIP
For more help with configuring Automation actions, view these support articles.