Overview

When building an Automation, you may choose a trigger that will start the automation. The "When record created" trigger allows you to trigger (or run) an automation and start an action you create. 

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 created" trigger. 

Select your data

After choosing the trigger, you need to select the table that you want the automation to watch for new records. Select the table, and then run a test to make sure the automation successfully connected to the table. 

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 new project (or new record) is added. 

Once you've setup the action, run a test to make sure it's configured correctly. Lastly, make sure to turn your automation on.