Getting Started

• To start go to Automations under any app
• Click create the + Automation button at the top-right corner
• Select the desired trigger
• Click “Continue Only If”, and build the condition you need.

Else

How to use

• When you add a condition to your automation, you will notice that you can now add an else case.
• Simply Click “Add Else”, and now your automation will branch out to handle the case when the condition evaluates to false.
• You can now proceed to add action to execute when False.

Use Case

• Install the Leave Tracker template
• Go to automations
• Open the “Balance Check” automation, you will notice the following:
• The automation triggers when a record is created under the “Leave Request” list.
• The automation then checks whether requester has enough Leave Balance, {{Days Requested}} <= {{Leave Balance}}
• If True, it will send the Head of HR a notification for approval (You need to update the user in the automation to the head of HR), and the requester an email that their request is pending.
• If False, it will send the requester an email that their leave balance is insufficient and how much is left in their balance. (SMTP Setup is required)

Parallel Conditions

How to use

• You can add as many independent Conditions as you want
• Simply Click “Add Condition” at the bottom of the automation.
• Each condition can have its own set of actions and sub actions.

Use Case

• Install the SaaS Product Management Template
• Go to automations
• Open the “Update Assignee” automation, you will notice the following:
• The automation triggers when a record is updated under the “Issues” list and monitors the “Status” field
• The automation has multiple parallel conditions each handling a different Status
• {{Status}} = #Development Done#, The action under this condition will assign the task to the Development team leader so they can review the code or assign it to someone to review it.
• {{Status}} = #Code Review Done#, The action under this condition will assign the task to the Quality Assurance Team Leader so they can test the development or assign it to someone to test it.
• {{Status}} = #Ready For Deployment#, The action under this condition will assign the task to the Release Manager.
• Please note that you have to update the assignee in each of them to assign to the correct person in your team.