Estimated reading time: 3 minutes
How to set up automation conditions?
When setting up an automation rule you can add conditions so that your action will only be triggered if the event happens in a specific scenario.
Setting up a condition for your automation is easy. It only takes a few clicks to set it all up.
The automation condition is part of the automation set up so the first step is accessing the automation menu by clicking on the automation option in the sidebar (in the left side of the screen).
To exemplify how to add conditions to an automation we'll use a simple scenario: when a field is updated (with a certain value), the card will be moved to a specific phase).
In our case, we have a horizontal radio field asking "Do you approve this purchase request?" in our purchase approval pipe with two possible answers: yes and no.
When the answer is yes (and only then), we want the card to be automatically moved to the approved phase.
Here's how we've set up the automation:
1. First we've selected the event "when a field is updated", then we selected the Purchase approval pipe and the "Do you approve this purchase request?" field in it.
2. Then, since we only want the automation to be triggered when the purchase request is approved, we've added the following condition: "do you approve this purchase request" - "is equal to" - "yes".
3. After we're done setting up the condition, all we need to do is add the action. In our case, "move card" to phase "approved":
Automation conditions can be used in many different situations, such as segmenting deals by value, selecting the phase in automation rules with alerts triggered and many other cases.