Utilizing the custom automation builder, you can enhance your workflow. This incredible feature enables you to build your own automation procedure. Create new configurations based on the requirements of your team and make them suit flawlessly with your workflow! 🙌
Learn the lingo
Every custom automation recipe has a trigger, a condition, and an action (or multiple actions). Let’s look at an example of a recipe: “When a status changes to something, delete the item”
In this case, the trigger is “When a status changes”. The condition is “to something” because the trigger is conditional upon what you select for “something”. The action is “delete the item”. Every time that an item is deleted, one action is used. If you were to trigger this recipe three times, three items would be deleted and that would count as three actions used.
Check out the Automation and Integration Actions article to learn more about pricing and actions.
How to access custom automation
Click the automation center in the upper right corner of your screen:
Click “Create Custom Automation” next:
Once complete, the recipe should appear below:
It’s time to personalize! 🎉
Choose a Trigger
The first stage in constructing custom automation is selecting a block. To commence, “When” or “Every time period” are your options. For this instance, we’ve selected “When”:
After selecting your first construction element, you must select your trigger. A trigger can involve a column from your board (such as Status, Person, or Date) or an action that occurs on your board (item created, item moved to group, etc.):
In this example, “status changes” has been selected as the trigger:
And we chose the Status column on our board:
Select a condition
Depending on the stimulus you chose in Step 1, you must then choose a condition. In this example, we want an action to be triggered whenever the status column changes to “Done.” To achieve this, we’ll choose the condition “to something”…
And then select the status label “Done”
Note: The labels displayed correspond to the labels of the designated status column on the board.
Pick an action
Now that the initial portion of our automation has been constructed, we must choose an action. Below is a list of all the available actions from which to choose:
Finally, we will select the individual to notify. It could be multiple individuals or teams. It is completely customizable and your choice.
Additionally, you can add additional actions by selecting the “+ and” icons:
Currently, you can only select up to six actions. Each action will occur in the order specified by the user. If you specify “When Status changes to Done, notify Me and stop Time Tracking,” you will receive a notification, and the time tracking column will cease. If “Notify Me” fails for any reason, subsequent actions will continue to execute unless they are dependent on “Notify Me.”
Click the “Create Automation” button to add automation to your board.
When the automation is activated and performs an action on your behalf, a notification will appear at the top of your board:
Clicking “See more” will bring you to the Automation Center, where you can observe your active automation. Only the user who triggered the automation that conducted the action will receive the notification. For instance, if the automation is configured to transfer an item to a different group when the Status column is modified, you will only receive the notification if you modify the Status column.
Currently, the notification will only be displayed after the automation has completed the following actions: You can archive an item, transfer it to a group, or modify any column value.
To access SalesTitan, click on your profile photo or initials to enter the main menu. You can find SalesTitan on the right side of the menu under “Explore”:
Once SalesTitan has been accessed, navigate to “Disable automated actions notification” and select “Activate”:
That is all! No longer will you see the notifications.
Save it as a template.
In your SalesTitan account, you can save a custom recipe as a template and make it accessible to others. To accomplish this, navigate to your automation store on the board where you created custom automation. Click the menu with three dots to the right of the automation and then “Save as a template,” as shown below:
Provide a name
And you are done!! Your custom automation can be found in the automation center under the category “Custom recipes,” as shown below.
Duplicate your automation
You can now replicate your custom automations to help you construct more sophisticated workflows quickly and efficiently. To do so, select “Duplicate Automation” from the three-dot menu to the right of your custom automation.
You can edit a replica of the specified automation in the custom automation builder. Once you select “Create Automation,” a copy of your automation will be available to use!
Constantly, we strive to develop new automation elements. Here are some recent occurrences:
We’ve increased the effectiveness of automations by making actions conditional. You can now easily tailor an automation’s action to a specific group. This makes it simpler to construct a more complex and efficient workflow.
Create a trigger that increments or decrements a number by a specified amount. This automation block will save you time and reduce human error. How might one use this? If you anticipate the time spent on projects or tasks, you can adjust the estimate automatically if you become stalled or delayed.
Your opinion matters
We welcome your feedback regarding this feature. Additionally, we would like to know which recipe you wish to add to your board. Please feel free to complete this form. Additionally, you can select the “Give Feedback” icon in the top-right corner of the automation builder:
For further questions, please visit our Knowledge Center. To view the Knowledge Center, click the Home Page icon the top right of your page, then select “Support” and make you way to “Help Center” in the bottom left. If you have additional questions, please feel free to contact our team by selecting the blue “Contact Us” button.