Setting up automations

To add a trigger to an activity type, open the main menu, select the Activities module, Settings and click the Activity types option:

In the Activity types block, click the View details button to display the details of the desired activity:

Next, click the Triggers and actions card:

In the Triggers and actions block, click the Add button. A floating window will be displayed to select the Trigger type:

There are two options in the trigger type: Conditional and Stage transition.

Important: for better understanding, see the configuration of each trigger in Conditional trigger and Stage transition trigger.

After configuring the selected trigger, click Save.

Edit ordering

With more than one trigger configured, the Edit ordering button is displayed to edit the trigger ordering. When clicking the Edit ordering button, a floating window will be displayed to reorder trigger priority:

To change the ordering of triggers, select the desired trigger by dragging it up or down and dropping it in the desired position; after reordering, click the Save button.

Edit trigger

When clicking the edit icon, a floating screen will be displayed to edit the trigger:

Remove trigger

When clicking the remove icon, a confirmation pop-up for trigger removal will be displayed: