Automation : Planned action

Automation : Planned action

How to create an automation with the operation: Planned action ?

The Planned Action operation lets you plan an action for the future.

To create an automation with “Planned action”, please follow the steps below :
  1. In the Automation menu, click on the “Create a rule” button and choose a trigger according to what you want to do (for example, “Response awaiting validation”).



  1. Once you've chosen the trigger, you'll need to select the “Planned action” operation by clicking on the “Add operation” button,



  1. then on “Planned action”.



  1. You have an interface for setting the trigger duration in minutes, hours, days and months.



  1. Click on “Save” to save your configuration


  1. Once the scheduled action has been selected, two branches are created for adding operations
The first branch (1), just below the scheduled action, will be triggered once the time configured for the scheduled action has elapsed (in our example, 12 minutes).



  1. The second branch (2), which follows the trigger branch, will be triggered according to the chosen trigger (in this case “response awaiting validation”).


  1. Choose an action (for example, “New action”)



  1. Selecting “New action” brings up an interface with six actions you can use.


  1. To use an action (for example, the “Send e-mail” action), click on the “Send e-mail” action.



  1. Next, fill in the columns by selecting an email template.



  1. Choose the role


  1. Or the users



  1. Finally, click on “Save” to save your configuration.



  1. Enter the automation name in the rectangle at the top left of your screen, then click on “Save” to finalize the creation of your automation.




Notes
In this example, we've set up an automated system to notify the administrator when a deposit is waiting for validation for more than 12 minutes.



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