How to Create Automations

Automations enable you to instantly trigger another action based on predefined conditions.

To set up an automation, select "Automations" from the vertical menu bar in Designer.

Click on "+New" in the upper right corner

Enter a title for your automation.

Next, select a Trigger Type: Event, Scheduled, or Recurring

Note: When you select a general trigger category with multiple options below, that trigger will fire when any of the below actions occur. For example, selecting "Data Type" will trigger for all of "Data Type Created, Data Type Updated, and Data Type Deleted."

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Related Topics

• Create Advanced Automations – complex automation patterns

• Create Automated Appointment Reminders – common automation use case

• Automations that Trigger Outbound Communications – SMS/email automations

• Create User Notifications – user-facing notifications

• Programs and Phases – automations triggered by program enrollment