Automations

What are Automations?

Automations are a set of Triggers and Actions, which can be applied to Forms, Modules, and WebApps.

For example:
Trigger - When a WebApp item is edited in Admin
Action - Send an email to the content approval team

What Triggers and Actions are available?

Triggers
Admin item create - Modules (excluding eCommerce Orders), WebApps
Admin item update - Modules, WebApps
Admin item delete - Forms, Modules, WebApps
Front-end item create - Forms, WebApps
Front-end item update - WebApps
Front-end item delete - WebApps

Actions
API Call (limited to 1 per trigger)
Custom (limited to 1 per trigger)
Email

How do I add an Automation?

In the Table Builder view click the 'Automations' tab.
From here you select the Trigger and Action to use, and then enter the relevant details for that Action.

In all Automations, you can access the data of an item using both {{data}} or {{form}} in your code editor.

Once you save your changes, the Automation will then be in place. For example, next time someone creates a WebApp item, your selected Action will be performed.

Note: From this view you can also edit or delete any existing Automations.

Examples

API Call
Custom
Email

Updated on: 07/10/2022