To get started with Automations, make a category.

Now create an automation:

Once you create your automation you will be prompted to build it.

Firstly, you must define when the automations triggers, i.e. trigger my automation when a record is created in the Applications table of my PM base.

You may choose to filter your trigger further, i.e. only fire my automation if a created record enters the 'Start Processing' view

Now that you have defined when your automation runs, you must decide what your automation should do.

Automations can create and update records. Also, if you use 'Advanced Logic' you can modify rows with a matching linked field.

If you would like to notify someone on The Hub when your conditions are met you can

click 'Notify Someone'. This powerful tool allows you to inform your team of important changes in your Business. For instance, you might want to inform a Sales Agent when one of their property officially sells!

Once you are happy with your automation, toggle the publish switch to activate it.

This will release your automation into the wild!

For more actions, click on the settings button in the top right of your automation.

Here you will be able to:

We hope you enjoy using Automations on Your Hub!