AutomationsUpdated
Actions and conditions
Add steps to an automation: notify or assign someone, send an email, create or update records, then branch with If / otherwise and pause with Wait.
Steps are what an automation does after its trigger. They run in order, top to bottom.
Add a step
- Open the automation from More > Automations.
- On the Build tab, click Add the first step, or Add another step below the last one.
- Pick an action under Select an action. Type in Search actions to find one by name.
- Fill in the step's settings on the right.
To insert a value from the record, such as its name, click the variable button beside a field and pick it.
People
| Action | What it does |
|---|---|
| Notify someone | Sends a notice to their bell, linked to the record that started the run. Pick Who to notify and write a Message. |
| Assign someone | Sets an owner or assignee field. Under How, pick One person, or Take turns to give each new record to the next person on the list. |
| Create a task | Adds a task with a Task title, who it is For, a Due date and a Priority. |
| Send an email | Emails an address, or the record's owner. Fill in To, Subject and Body. |
| Enroll in a sequence | Starts emailing a contact from a sequence. Offered only when the record is a contact. See Enroll contacts. |
For Who to notify, For and To, you can pick a person on the record, such as the owner, under From the record, or a named teammate under Teammates.
Records
| Action | What it does |
|---|---|
| Create a record | Adds a record of any type, with the values you set. |
| Update a record | Changes the Fields to update on a record. |
| Delete a record | Moves a record to the trash. |
| Find records | Looks up records that match a filter, up to 100. |
Flow
| Action | What it does |
|---|---|
| If / otherwise | Takes different paths. It starts with Route 1 and Otherwise. The first route whose conditions match runs its steps. A route with no conditions matches everything. Click Add route for more. |
| Continue only if | Stops the run unless its Conditions match. |
| Wait | Pauses For a while (minutes, hours or days), or Until a date on the record, such as 3 days before it. |
| For each record | Repeats the steps below it once for each record a Find records step found. |
In Conditions and Filter, click Add condition. Every condition must match.
Some steps can't go everywhere. A route can't hold another If / otherwise or a For each record, and the steps after a For each record can't include an If / otherwise, a Wait or another For each record. Spodus leaves out the actions that can't go where you're adding.
Connect
Send a webhook calls another app over the web. It needs the Starter plan or higher. See Webhooks.
Change the order
Drag a step to move it, or use the step's menu: Move up, Move down, Duplicate and Remove step. With a step selected, press Alt+↑ or Alt+↓ to move it, ⌘D (Ctrl+D on Windows) to duplicate it, and Delete to remove it. Spodus refuses a move the automation couldn't run, and says why.