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What is a Trigger?
An automation trigger is the “switch” to run an automation under the defined conditions you specify.
Think of a Trigger as:
When Something happens (the Trigger) and These Conditions are true, then This Event (the Action) occurs.
Select the Trigger
The first thing you do after adding an automation is select the Trigger you want to use. You can select your trigger in the When this happens section at the top of the left-hand column.
Select from these available SmartSuite triggers to get started:
When a Record Matches a Condition
The "When a record matches a condition" trigger fires when a record starts matching the specified conditions. Both new and updated records matching the conditions will cause the trigger to fire.
Select the App you want the automation to occur in and set up the conditions that cause the automation to trigger.
In this display, the resulting action will occur whenever the Status of the Task in the Project's Tasks App changes from In Process to Complete.
When a Record is Created
The "When a record is created" trigger will run every time a new record is created that matches the conditions you define.
Select the App you want the automation to occur in and set up the conditions that cause the automation to trigger.
In this display, the resulting action will occur when a new task is created, in the Project Task App.
When a Record is Updated
The "When a record is updated" trigger will fire when a record in the selected App is updated. The trigger fires every time the record is updated.
Select the App you want the automation to occur in and set up the conditions that cause the automation to trigger.
In this display, the resulting action will occur whenever a task is updated in your Project Task App and any of the set conditions apply.
When a Form is Submitted
The "When a form is submitted" trigger will run each time a response is received from the SmartSuite form you select.
Select the Form you want the automation to occur for and set up any conditions that cause the automation to trigger.
At a Scheduled Time
The "At a scheduled time" trigger allows you to trigger an automation at a specific interval, frequency, starting date, or once - under the conditions you define.
Select from the interval type option for the automation:
Minutes
Hours
Days
Weeks
Months
One time
Next, select the occurrence of this automation trigger; for example, every x # of minutes, hours, or days, at what specific time, and a starting date for this automation to trigger after.
Specify any conditions that must be matched to trigger the selected action.
