Automation

In the overview screen of the automations you are able to access and share existing automations or create new ones. Automations can be used to trigger certain actions based on data. You can switch on/off an automation in the overview by clicking / .

An automation consists of a trigger and one or multiple actions. The left sidebar in the automations editor guides you through the different steps of configuring an automation.

As a trigger, you can either use a schedule or a Senseforce-trigger, which combines a schedule with data source conditions.

Trigger

An action can be an email or an integration via Zapier.

Actions

After you configured the trigger and actions of your automation you can test if the trigger would be active right now and test the action you set.

Test your Automation