Overview
When building an Automation, you may choose a trigger that will start the automation. The "When a record matches conditions" 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 a record matches conditions" trigger.
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 new candidate matches reaches the "Onsite Interview" stage for the "Marketing Manager" role.
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 a Slack message” action to send a message every time a new candidate matches the filter criteria. We'll then use that data to populate the Slack message with the information from the triggered record.
Once you've setup the action, run a test to make sure it's configured correctly. Lastly, make sure to turn your automation on.