Plan | Free (3 active automations per base) & Professional (25 active automations per base) |
User Permissions | Portal Owner, Portal Manager, |
Platform | Web |
This trigger activates immediately after a new record is added to the table.
Examples
Send a welcome email when a new customer record is added.
Auto-assign a default status or owner when a task is created.
Log record creation in an audit trail or activity tracker table.
This trigger runs whenever an existing record is modified, either manually or through automation.
Examples
Notify the team when a task status changes to Completed.
Update dependent fields when a priority or category is changed.
This trigger activates when a record starts to meet the conditions of a specific view—meaning it wasn't in that view before, but now it is.
Examples
Automatically notify or tag a record when it meets High Priority filter criteria.
Trigger an email alert when a record enters a Delayed view based on date fields.
Launch follow-up actions when a record qualifies for a Ready for Review view.
This is a time-based trigger that runs at a fixed interval or on a specific schedule.
Examples
Send daily reminders for overdue tasks.
Run weekly reports on active projects.
Perform batch updates.
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