Plan | Free (3 active automations per base) & Professional (25 active automations per base) |
User Permissions | Portal Owner, Portal Manager, |
Platform | Web |
This trigger runs the automation whenever a record is updated in a table and matches a specific condition in your table. You can specify which fields in the record need to be checked for updates, and you can select multiple fields or even all the fields.
For instance, you intend to send an email to the assignee of an order, "when a record is updated with the status, 'approved'" under the Orders table.
Choose the trigger and customize the condition
In this case, choose the When a record is updated trigger. Then choose the Orders table and the Status field name that needs to be monitored. Choose the condition as 'is any of', and set the value 'Approved'.
Add an action
Now, click + Add Action and select Send Email. Enter the email address, a subject line, and a custom message. You can also include fields from the table.
Note: Ensure that you enable automation to complete the process.
See it in action
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