what are the most common automation triggers and when they would be useful? Any real life examples? I'm looking to automate my processes and some ideas on how to do it would be nice!
Best answer by Eduardo Kano
View originalwhat are the most common automation triggers and when they would be useful? Any real life examples? I'm looking to automate my processes and some ideas on how to do it would be nice!
Best answer by Eduardo Kano
View originalHey Peter,
It is an excellent question. Both answers above are thorough, what I have to add are some real examples;
I use very simple and very complex automation in Pipefy:
The possibilities of automations are truly vast!
Hi
Just complementing
1 Moving to next step
2 Alerts
I hope I have helped.
Hi Peter!
Automations are very useful when you need to scale up your operation. Here are all the possible automation triggers:
For example, here at TRR we use automations to open up recurring activities for our operations team. When they complete a process (card), the automation bot creates a new activity.
Trigger/Event: When a card enters a phase → Done | Action: Create a new card in a pipe
You can find more about automations here: https://help.pipefy.com/en/articles/743070-set-up-an-automation
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