Automations work this way:
Every time something happens in the pipe
The automation will do something else in sequence
For example, every Monday at 10 AM (event) → move a card from phase 1 to phase 2 (action).
How to create this automation?
First, select the option Recurring activity.
Then, choose how often you want to move or create cards:
1. Every 30 minutes
Select this option to create or move cards from 30 to 30 minutes.
2. Every hour
Select this option to create or move cards from hour to hour.
3. Every day
Specify a time to create or move cards (e.g., 10 PM).
4. Every week
Specify a day of the week and a time of the day to create or move cards (e.g., Sundays at 10 PM).
5. Every month
Specify a day of the month to create or move cards.
What is UTC (timezone)?
UTC is a standard for timezones worldwide (Coordinated Universal Time).
To set up the automation based on this reference, click here to know your UTC timezone.
Now, choose what the automation must do (action):
1. Create a new card or record
Every time of the day, week, or month, an automation will create a new card in a pipe or a record in a database. You can select a field from the card's start form and leave the fields blank or you can set a fixed value to create cards filled out with the same information.
2. Move card
Every time the automation is triggered, all cards in phase A will be moved to phase B.