When building an Automation, you may choose a trigger that will start the automation. The "When record updated" trigger allows you to select an entire record, or individual fields in a record, to monitor for updates. Anytime the select fields are updated the automation will trigger (or run) and start the action you created.
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 updated" trigger.
Select your data
After choosing the trigger, you need to select the table, view, and any fields you want the automation to watch.
NOTEOnce activated, this automation will trigger as soon as the trigger conditions are met for a record. If you need to make record changes without trigger the automation, make sure to turn it off while those changes are being made.
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 notification based on the trigger criteria (every time a project is marked as complete).
TIPFor more help with configuring Automation actions, view these support articles.