Estimated reading time: 3 minutes
When setting up an automation rule, you can add special conditions to trigger the action only if the event happens in a specific scenario. It only takes a few clicks to set it all up.
First, you’ll need to be the pipe’s admin to create an automation.
Then, go to the specific pipe that you want to make the automation for and click on the Automate button in the pipe’s header.
To show how to add conditions to an automation we'll use an example: when a field is updated (with a certain value), the card will be moved to a specific phase.
In this case, we have a field in a Purchasing Process pipe asking "Do you approve this purchase request?" with two possible answers: yes and no. When the answer is yes, we want the card to be automatically moved to the “Approved” phase.
Here's how to set up the automation:
1. First select the event when a field is updated, and the field "Is this purchase approved?". Then, click on Add condition.
2. We want the automation to be triggered only when the request is approved, so add the following condition: when the field "Is this purchase approved?" is equal to “yes”.
3. After setting up the condition, we need to set what will be the action. In this case, Move card to the 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 in many other cases.
📌 Attention: Pipefy counts automations jobs whenever needs to check the conditions to trigger it or not the automation according to the scenario. The verification step is considered an automation job and therefore counted as such.
For example, if you set up a rule where an automation moves a card to a specific phase, and if the card doesn't move because of conditions, then automation does not occur, but action to check it happened.
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