How do I create an automation?

Short answer

Create automations from the Automations area of the CRM board you want the rule to watch, then build the rule as a sentence using a trigger and an action.

Learn moreHow do CRM automations work?How do CRM boards, groups, and columns work?

Where to start

  • Open the CRM board that should run the automation.
  • Choose Automations, then choose Create Automation.
  • The automation belongs to that board unless you choose an action that moves or connects the item to another board.
Learn moreHow do CRM automations work?How do CRM boards, groups, and columns work?

Build the sentence

  • Choose the trigger first, such as a status changing, a row moving groups, a form submission arriving, or a date being reached.
  • Choose the action next, such as moving the item to another group, sending an email, creating a workspace, preparing a document, or updating another column.
Learn moreHow do CRM boards, groups, and columns work?How do CRM automations work?

Before turning it on

  • Confirm the column, group, board, and email template selections are correct.
  • Use a test lead before relying on the automation for a real client workflow.
  • If the automation references a column, ORCHESTRIS should keep using the stable system key even if the visible column name changes later.
Learn moreHow do CRM boards, groups, and columns work?How do CRM automations work?

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Last updated for the ORCHESTRIS 2.0 support knowledge-base rollout.