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When a form is submitted trigger
Incoming webhooks trigger
At a scheduled time automation trigger
Outlook automation triggers
When a record matches conditions trigger
When record is created trigger
When record enters a view trigger
When record is updated trigger
New row trigger for Google Sheets
New response trigger for Google Forms
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When a record matches conditions trigger

Overview

Automations allow you to perform an action whenever a record fires the trigger for that automation.  When building an automation, the first step is to the choose the trigger that will start that automation. The "When a record matches conditions" trigger will trigger (or run) when a record matches the conditions you define within your trigger step.

NOTE

We are currently in the process of rolling out a new look for the interface of our automations. The automation functionality will stay the same, so even though your automation may look a little different from the screenshots below all the steps will be the same.

 

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 a record matches conditions" trigger. 

trigger_when_a_record_matches_conditions

Note that your automation won't trigger for any existing records in your base—this automation will only be triggered by records that meet the conditions after your automation is turned on. If you do find yourself needing to update existing data in your tables we recommend checking out the Batch update app.

Select your data

After choosing the trigger, you need to select the table that you want to setup your filter conditions for. Then, add in the filter criteria you want to use to trigger the automation. In the example below, we've configured the automation to trigger every time a project in out "Video Tracker" table has it's "Project Status" field equal to the exact value, "Ready to Publish". 

send_approval_emails_from_base_guide_trigger_configuration

You'll then want to test your trigger to make sure it works. 

TIP

This trigger is similar to the When a record enters view trigger, except that you don't need to create a view to set it up. This should allow creating more self-contained automations and avoid the problems of accidentally triggering executions or breaking the automation by changing the view it depends on. 

 

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 Email" action to send a message to the person who requested this project initially, populating the message with information from the record that triggered this automation: 

create_custom_base_notifications_email_action_config_filled

Once you've setup the action, run a test on the action to make sure it's configured correctly. Lastly, make sure to turn your automation on. You can then view information on any past automation occurrences in that automation's run history. 

 

TIP

For more help with configuring Automation actions, view these support articles.

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