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Automated Action Overview

Each Automated Action consists of an Action Type, a Trigger, an optional condition, and an Action. When setting up an automated action, think: I want to automate [Action Type]. When [Trigger] happens, I want [Action] to happen (optionally, under certain conditions).

Choose what type of action you want to automate.

The trigger is the event that launches the automation. When the trigger event occurs, the action will be launched.

Conditions are optional, but they help add more control to your action. If there are conditions on your action, the action will not fire unless one or all conditions are met.

The action is the main event! When your trigger occurs, the action will fire. Each Action type has a different set of actions that can be performed.