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Triggers in Lead, Opportunity, Activity and Task Automations

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1. Feature Overview

A trigger defines when leads enter your automation.

LeadSquared Automation

Note:

  • Once an automation is triggered 50 times for a lead within a single day, it will automatically terminate. This is done to prevent any potential looping.
  • For information on data posted by each trigger, see Automation Triggers – Data Posted.
  • The User Trigger lets you decide when users, not leads, enter your automation (see Triggers in User Automation).
  • To enable opportunities on your account, please write to support@leadsquared.com.
  • To perform bulk updates through automation, contact your billing team or reach out to support@leadsquared.com.

You can choose any of the following triggers –

 

Category Trigger Example Use Case
Lead Trigger New Lead Triggers the automation when a new lead is created in your LeadSquared account.

  • Send an opt-in email for further email communication.
  • Send the lead a welcome email.
  • Automatically distribute new leads to your users.

Note: You can also trigger the automation on lead import. There’s a Trigger on Import checkbox available in the lead create dialog box.

trigger automation on lead import
Lead Update Triggers an automation when one or more lead fields are updated.

  • Send the lead an email when the lead stage changes from, say, prospect to customer.
  • Send the lead owner an email when the lead’s score increases.
  • Notify the lead owner if a lead’s location changes.
Note: A Lead Update trigger that updates the Owner will not trigger when the lead owner is changed through the distributed lead card. This is done to improve performance and avoid looping.
Lead Added to List Triggers when a lead is added to a list.

  • Add leads with low engagement to a separate list and send them specific nurturing emails.
  • When a lead is added to a ‘Priority’ list, update the lead stage to ‘Customer’.

Note:

  • You can also manually trigger an automation from a static list using the checkbox below.

Automation

  • Once you publish this automation, the ‘Trigger Automation’ option will appear under list actions on the list details page (for the static lists selected in the automation trigger).

trigger automation from list details page
On a Specific Date Triggers on a chosen date.

  • Send emails on special occasions like birthdays, holidays, etc.
  • Set up a customer retention process on renewal dates.
Opportunity Trigger New Opportunity Triggers an automation when a new opportunity is created or added to an existing lead in your account.

  • Send an opt-in email to the lead for further email communication.
  • Automatically distribute new opportunities to your users and/or teams.
Opportunity Update Triggers an automation when one or more opportunity fields are updated or changed.

  • Send the lead an email when the opportunity status changes from, say, open to won.
  • Send the opportunity owner an email when the opportunity stage changes.
On a Specific Date Triggers on a chosen date.

  • Send emails on special occasions like birthdays, holidays, etc.
  • Set up a customer retention process on renewal dates.
Activity Trigger New Activity on Lead Triggers when a lead performs an activity or set of activities.

  • Send a thank you email when a lead submits a form.
  • Automatically add leads to a list if they open a particular email campaign.
  • Send a special offer email to a lead who’s viewed your pricing page.
Activity Update on Lead Triggers when an activity posted on a lead gets updated. This trigger only includes custom and sales activities.

  • When a sales activity is added to a lead, update the lead stage to ‘customer’.
  • When a custom activity (e.g., site visit) status is updated to ‘complete’, send the lead an email.
New Activity on Opportunity Triggers when a lead under an opportunity performs an activity or set of activities.

  • Send a reminder when the lead’s free trial period ends.
  • Schedule communication to be sent once the lead agree’s to a meeting.
Activity Update on Opportunity Triggers when an activity posted on an opportunity gets updated. This trigger only includes custom activities.

  • Send communication for when an appointment is rescheduled.
  • Notify the opportunity owner when an activity is completed.
New Activity on Activity Triggers when an activity is posted on an existing activity.

  • Notify sales users when an activity on activity is posted.
  • Create tasks (like meetings, phone calls, etc.) related to the activity.
  • Change the lead status when an activity on activity is posted.
Task Trigger Task Created on Lead Triggers when a task is created on a lead.

  • Notify users with a personalized email with all the available mail merge fields.
Task Updated on Lead Triggers when a task is updated on a lead.

  • Notify users when the meeting schedule with a lead gets updated.
Task Reminder for Lead Triggers when a task reminder is created.

  • Send emails to users reminding them to collect certain lead details or documents related to the task.
Task Completed on Lead Triggers on the completion of a task.

  • Post an activity once a task is completed. You can then create a follow-up task for a different team. For example, once the sales team has completed a task, post an activity and then create a task for the accounts team.
Task Created on Opportunity Triggers when a task is created on an opportunity.

  • Notify users with a personalized email when an appointment is scheduled with the lead.
Task Updated on Opportunity Triggers when a task is updated on an opportunity.

  • Notify users with a personalized email when a meeting schedule is updated with the lead/opportunity.
Task Completed on Opportunity Triggers on the completion of a task.

  • Post an activity once a task is completed. You can then create a follow-up task for a different team. For example, once the sales team has completed a task, post an activity and then create a task for the accounts team.
Task Reminder for Opportunity Triggers when a task reminder is created.

  • Send emails to users reminding them to collect documents related to the opportunity.
At Regular Intervals At Regular Intervals Triggers at defined recurring intervals

  • If you’re using another third-party system or application, set up and automation to push bulk data (lead, activity, task information, etc.) from Leadsquared at regular intervals.
  • Keep 2 accounts or systems in sync by triggering webhooks or lapps to run at defined intervals.
  • Set up an automation to run every morning and distribute leads based on user availability.
  • Run an automation every day to update a lead field.

 

2. Exit Conditions

After selecting an automation trigger, you can setup exit conditions. Leads will be removed from your automation when these exit conditions are met.

Note: The automation checks to see if the exit conditions are met before executing any action. If they are met, the next action will not be performed on that lead.

For example, let’s say you want to set up an automation that sends nurturing emails to leads to convert them to customers. You can set up an exit condition so that all leads who become customers (Lead Stage = Customer) are removed from the automation and stop receiving the nurturing emails.

Click the Choose conditions(s) to remove lead(s) from this automation link highlighted below.

exit conditions

Next, select the conditions based on which you want leads to exit the automation.

automation exit conditions

 

3. Examples

Example 1: Activity Update on Lead
Here’s an example where the Activity Update on Lead trigger is selected.
The Sales Activity is selected as the Activity Type and Sales Owner is selected as the Activity Field. The automation starts when the sales owner value changes from ‘Any’ to ‘Any’.

For all automation triggers, you can also set up additional conditions to make your automation more versatile. Using this functionality, you can use multiple conditions to trigger your automation.
As an example, say you want to start your automation when a new lead is created but only if the new lead created is from Bengaluru. You can set this up by adding additional conditions to the automation trigger.

 

Example 2: On a Specific Date
Select this trigger to start your automation on a specific date. The specific date can be the ‘created on’ date of your lead or the date of the first landing page submission. This could be used as a condition to send a welcome email when a lead is created/submits on a landing page.

Note: All timings related to date based triggers automatically reflect the user’s time zone and not Coordinated Universal Time (UTC).

Select the lead field as –

  • Created On – This is the date on which a lead is created in your LeadSquared account.
  • First Landing Page Submission Date – This is the date on which the first landing page submission of a lead occurs.
  • Lead Conversion Date – This is the date on which a visitor is converted into a lead in your LeadSquared account.

You can schedule the automation to start when the date condition is satisfied. You can also specify the time you want to trigger the automation at. You can also use Repeat Annually to trigger the automation on the same day every year.

Note: Additional Conditions can also be provided to check the leads entering into the automation.

 

Example 3: Lead Update

lead update

As an example, Lead Update is the starting point of this automation. When the Lead City changes, after a Wait condition of one day, an email is sent to the lead with the details of the location. If the Lead opens the Email, another \email is sent to the Lead with more details. If the email is not opened after one day, a notification is sent to the lead owner to contact the Lead.

 

Example 4: New Activity on Lead

new activity on lead

New Activity on Lead is the starting point of this automation. When a lead satisfies the Met in Tradeshow activity, a Wait condition of one day is provided. After one day, if the activity of the lead is Inbound Phone Call Activity, an email is sent to the lead with the product details. If not, the lead owner is notified with the lead name and lead phone number to follow-up.

 

Example 5: Lead Added to List

added to a list

When a Lead is added to a Starred Lead list, the Lead Stage is changed to Premium User. Once the Lead Stage is updated, an email is sent to the lead with the benefits of being a premium user of your product.

 

Example 6: At Regular Intervals

This automation is set up to post the activity data of certain leads to another application.

cron example

It triggers for leads at 9 a.m. every day and pushes any activity that has been posted on leads the previous day.

cron job

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

Automation – Feature Guide

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The Automation feature lets you automate your entire workflow using an intuitive and easy to use visual designer. It’s a powerful way to push your leads to conversion! Just set it up once and watch your leads trickle down the sales funnel with minimal manual effort.

Here are some examples of what you can achieve through automation –

  • Send automated campaigns to leads and follow up based on their behaviour.
  • Nurture leads with the right messages depending on their engagement.
  • Automatically distribute leads to users/groups based on location, interests, products, etc.
  • Automatically check-in/check-out your users, create tasks and alerts based on their availability and send them automated messages on special occasions.
  • Use Lapps and webhooks to pull/push data and automate processes you perform in third-party applications.
  • And lots more…

 

Automation Types

You can set up different types of automations based on the automation trigger you select –

Automation Type Description
Account Lets you automate workflows around your B2B relationships and activities.
Lead Lets you automate your lead conversion workflow through engagement, nurturing, sales management, etc.
Opportunity Lets you automate your opportunity capture workflow through engagement, nurturing, sales management, etc.
Activity Lets you automate workflows when activities are posted or updated against accounts, leads or opportunities.
Tasks Lets you automate workflows when tasks are posted or updated against accounts, leads or opportunities.
User Lets you automate the workflow of your users and lead distribution through check-in/check-out functionality. work day and hour availability, holiday/leave management, etc.
At Regular Intervals Lets you trigger automated workflows at specified intervals.

If you’re new to the automation feature, we recommend you go through this article first.

Automation Type Articles
Account Automation
Lead, Opportunity, Activity, and Task Automations
User Automation
Automation Audit Report
See who changed what and when, as well as previous versions of your automations.
Note: Once an automation is triggered 50 times for a lead within a single day, it will automatically terminate. This is done to prevent any potential looping.

 

Automation Basics

Automations have three key components –

  • Triggers
    The starting point of your automation. When a new lead is created for instance.
  • Conditions
    An if/else or wait until condition that is usually followed by an action. Wait until a lead opens an email for example.
  • Actions
    An action to perform once a condition is met, such as adding a lead to a list or sending an email once a condition is met.

Automation Basics

 

Navigation

From your main menu, navigate to Workflow>Automation.

automation navigation

From this page, you can –

  • Create new automations.
  • Filter existing automations by Type, Status, Modified By and Modified On.
  • Use the SettingsSettings iconicon alongside an existing automation to Publish, Edit, Rename, Clone or Delete the automation.

 

Unplishing Automation

When unpublishing an Automation, you have two options to choose from:

  • Immediate – Unpublish the automation right away, stopping all leads currently in the workflow.
  • Delayed – Unpublish after all leads in the workflow are processed, but no new leads will enter.

unpublishing automations

Delayed automations will appear as Unpublished* and cannot be deleted until all leads are processed. Alternatively, you can convert it to an Immediate unpublish to delete it.

Note: After twelve months, all Delayed unpublish automations will automatically convert to Immediate unpublish.

deleting unpublished automations

 

Automation Reports

 

Any Questions?

Do you have a workflow you would love to automate? Let us know in the comments. We’re happy to help!

Triggers in User Automation

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A trigger is the starting point of an automation. Users can enter the automation based on 3 triggers –

  • On a Specific Date
  • Start of a Workday
  • End of a Workday

 

On a Specific Date

Use this trigger to initiate your automation on a specific date.
It works best for sending greetings on special occasions like birthdays, joining dates, anniversaries etc.

Note: You have to create these dates (birthdays, joining dates, etc.) as custom fields of type date-time for your users if you want to use this trigger. For more information, see Manage User Custom Fields.

Example Use Case

Let’s say you want to send a warm greeting to all your users on their birthdays. Here’s how you do it –

  1. From the main menu, navigate to Marketing>Automation and click the Create Automation button.
  2. On the Choose a Template pop-up, select the Build From Scratch option.
  3. Select the On a Specific Date trigger. 
    • In the User Field drop-down, select Birthday. You have to create ‘Birthday’ as a custom field of type date-time from the Manage User Custom Fields page.
    • You can Schedule the automation to trigger on the day of the event at a particular time, a number of days before the event and also repeat the trigger annually (great for birthdays).
    • Use the Additional Conditions link if you want to set more conditions, like setting the Is Working Today field to True for instance. In that case, your message won’t be sent to users who are on leave.
  4. Click Save when you’re done.

Once your trigger is set up, use the Notify User action to set up the birthday email. For more information on actions, see

On a Specific Date Trigger

 

Start of a Workday

You can trigger an automation at the start of each workday.
This works best for automatically checking-in your users at the start of their shifts.

Note: This trigger works according to the Workday Templates you define. If you’re unfamiliar with the auto check-in/check-out features, see LeadSquared Teams. The article introduces you to the teams feature and links to the workday templates, holiday calendar and leave tracker features that give you a complete attendance and leave management solution for your users.

Example Use Case

Let’s assume you want to automatically check-in your users at the start of a workday (we’re assuming you’ve already set up a workday template). Follow these steps –

  1. From the main menu, navigate to Marketing>Automation and click the Create Automation button.
  2. On the Choose a Template pop-up, select the Build From Scratch option.
  3. Select the Start of a Workday trigger. 
    1. You can choose to Schedule the automation to trigger minutes before or after the start of the workday, or at the exact start time of the workday. This is helpful if, for example, you want to send users a reminder to check-in if they’re available earlier than their regular shift timing.
    2. Use the Additional Conditions link if you want to set more conditions. For example, you can set a condition to only check-in users who are offline. In this way, you’ll avoid attempting to check-in users who’ve already checked themselves in manually. To do this, set the Availability Status field to Offline.
  4. Click Save.

Start of a workday trigger

 

End of a Workday

You can trigger an automation at the end of each workday.
This works best for automatically checking-out your users at the end of their shifts.

Note: This trigger works according to the Workday Templates you define. If you’re unfamiliar with the auto check-in/check-out features, see LeadSquared Teams. The article introduces you to the teams feature and links to the workday templates, holiday calendar and leave tracker features that give you a complete attendance and leave management solution for your users.

Example Use Case

Let’s assume you want to automatically check-out your users at the end of a workday (we’re assuming you’ve already set up a workday template). Here’s what you have to do –

  1. From the main menu, navigate to Marketing>Automation and click the Create Automation button.
  2. On the Choose a Template pop-up, select the Build From Scratch option.
  3. Select the End of a Workday trigger. 
    1. You can choose to Schedule the automation to trigger minutes before or after the end of the workday, or at the end time of the workday. This is helpful if, for instance, you want to send users a reminder to check-out before the workday is over.
    2. Use the Additional Conditions link if you want to set more conditions. For example, you can set a condition to only check-in users who are Online and Away. In this way, you’ll avoid attempting to check-in users who’ve already checked themselves in manually. To do this, set the Availability Status field to Online and Away.
  4. Click Save.

End of a workday trigger

How to Add Custom Activity Types

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1. Feature Overview

LeadSquared comes pre-built with a number of core or system activities like email bounced, email link clicked, website page visited, lead captured, etc. We automatically post these activities against your Leads or Opportunities, whenever they are performed. The activities then appear in the Manage Activites page or on the lead’s detail page. Example of an activity posted against a lead is “Had a Phone Conversation”, while an example of an activity posted against an opportunity is “Home Loan Proposal Email Open”.

In addition to core activities, you can also create custom activities to accommodate your own unique use cases. You can also add fields within each custom activity to capture relevant data. Here are some examples –

Industry Custom Activity
Real Estate Site Visit
Education Attended Fair
Healthcare Clinic Visit
Finance KYC Document Collection
Travel Itinerary Shared
Generic Attended Webinar, Downloaded Document, Had a Phone Call
Note:

  • If opportunities are enabled on your account, you can post activities directly on the opportunity. To know how to add activities to opportunities, refer to Opportunity Details.
  • This article shows you how to create activity types. Once you’ve created an activity type, you can add activities of that type to your leads from the Manage Activities page.

 

2. Create a Custom Activity Type

  1. Navigate to My Profile>Settings>Leads>Custom Activities & Scores and click Add.
  2. On the Add Custom Activity Type pop-up, enter the relevant activity details, then click Next. See the table below for more details.
  3. Now add custom fields related to the activity. Notes, Status and Owner fields are available by default. Click Add Field to add more custom fields. Select the data Type of the field (String, Number, DateTime, DropDown, etc.). You can also mark fields as mandatory. Click Next to go to the final step.
  4. Customize how you want your add/edit activity forms to appear. Drag and drop the fields you want displayed on the form from Available Fields to Activity Details. Click Add Section to add another section to the form.
  5. Click Save.

Custom Activity

Fields on the Add Custom Activity Type form (step 1 of 3) –

 Field Description
Name Name the activity here.
Description Describe the activity here.
Score Associate a lead score with the activity. See How does Lead Scoring work?
Direction Inbound or Outbound.
Enable Details View Users can add activities and tasks on an existing activity, and track them on the Activity Details page.
Delete Activity Allow users to delete the activity. If you want to select CRUD permissions for specific users, see Permission Templates.
Track Location Track the location the activity was created from (for mobile users).
Log Activity Changes Log updates to the activity. See How to Log Activity Updates.
Allow pre-dated Activities Enable to allow users to add activities with earlier dates.
Show in Activity List Shows in the activity list on the Manage Activities page.
Allow Attachments Allow users to attach files to the activity.
Quick Add Quick add the activity on the lead details page without opening the add activity form. Use this feature if the activity is very common and you need to add it to a large number of leads. See the image below.
Lock Activity Once your users post a Custom Activity, you can lock that activity to prevent anyone from making changes to it. To know more, refer to Lock Activity after Creation.

Quick Add activity on the Lead Details page –

Custom Activity_2

Note:

 

FAQs

  • What is the Character Limit for an Activity String Field in LeadSquared?
    The Activity String field in LeadSquared has a character limit of 200.
  • What if I need to store more than 200 characters?
    If your data exceeds the 200-character limit, you can use a String field in a Custom Field Sets (CFS), which supports up to 1000 characters.

 

Next Steps

Once you’ve created a custom activity type, you can start posting activities on leads and opportunities. See Manage Activities for more details.

I checked in by tapping the notification on my phone but it hasn’t reflected in my account. Why?

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Try switching the LeadSquared mobile app from the background to the foreground of your device. If that doesn’t work, either the ‘Location Tracking’ settings are disabled for your device or the mobile app, or your internet connection is not working.

For more information, see Auto Check-In/Check-Out Guide.

I configured reminders to be delivered in my automation but my users aren’t receiving them. Why?

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Ensure that notifications for the LeadSquared mobile app are enabled. Also, see if the webhooks you’ve configured have the correct ‘Request Type’.

For more information, see Auto Check-In/Check-Out Guide.

I got a notification to check-in but it doesn’t work when I tap on it. Why?

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Either the ‘Location Tracking’ settings are disabled for your device or the mobile app or your internet connection is not working.

For more information, see Auto Check-In/Check-Out Guide.

I set up work day templates with different time blocks for multiple shifts. Why am I still not being checked out and checked in between shifts?

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We only consider the first check-in time and last check-out time. Time blocks and breaks are not accounted for.

For more information, see Auto Check-In/Check-Out Guide.

Will the mobile app prompt me in case the location tracking settings on my device are disabled?

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Yes (for Android), you’ll get a notification to turn your device’s location tracking settings on.

For more information, see Auto Check-In/Check-Out Guide.

I checked in on mobile but lost connectivity while travelling. Will my location still be tracked?

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Yes, you’ll remain checked-in in this case. Your location will still be tracked and it will reflect in your LeadSquared account as soon as you regain your connection.

For more information, see Auto Check-In/Check-Out Guide.

I got auto checked out at the end of my workday but I’m working late and want check-in again. What should I do?

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In this case, you can manually check yourself in.

For more information, see Auto Check-In/Check-Out Guide.

The internet connection on my phone isn’t working. Can I still check-in and check-out from mobile?

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No, the check-in and check-out features require an internet connection.

For more information, see Auto Check-In/Check-Out Guide.

I finished my workday early and checked-out from the mobile app. Will my location still be tracked?

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No, we don’t track your location after you check-out.

For more information, see Auto Check-In/Check-Out Guide.

I’ve set up an auto check-in/check-out automation but I don’t see any users entering my automation. Why?

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Have you set up work day templates? Your automation won’t know when to check-in/check-out your users if you haven’t set up work day templates and applied them to users/teams.
Also, automations you create on a particular day won’t trigger till the following day. Our service runs once a day (at 12 a.m. for the configured timezone) and therefore you’ll only see users enter your automation they day after you publish it.

For more information, see Auto Check-In/Check-Out Guide.

I applied for leave but changed my plans and decided to work anyway. Can I manually check-in/check-out?

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Yes, you can manually check-in and out on holidays and leaves. However, you won’t be auto checked in or out on these days.

For more information, see Auto Check-In/Check-Out Guide.

I checked out from the web before the end of my workday but I didn’t get checked out from the mobile app. Why?

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If you checked out early from the web, you’ll get checked out on mobile only once your work day is over. However, if you check-out from mobile before the end of the workday, you will be automatically checked out of the web application as well.

For more information, see Auto Check-In/Check-Out Guide.

I disabled the check-in for a user role but the auto check-in feature is still working. Why?

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The auto check-in feature works regardless of the user role settings you’ve configured.

For more information, see Auto Check-In/Check-Out Guide.

I checked-in on the mobile app. Will I be checked in on web as well?

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Yes. However, the opposite is not true – if you check in on web, you won’t be checked in on the mobile app.

For more information, see Auto Check-In/Check-Out Guide.

 

I’ve set up work day templates and assigned them to users/teams but I haven’t set up a check-in or check-out user automation. What will happen when my users check-in to LeadSquared?

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If your users have checked in on web during the working hours configured in your workday template(s), they’ll be auto checked in when they open the mobile app. Similarly, users checking out from the web application after the configured working hours will be checked out on mobile as well.

For more information, see Auto Check-In/Check-Out Guide.

Actions in User Automation

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This article elaborates on the actions available in a user automation. You can set up actions to execute after a condition is met or after a previous action.

If you’re new to the automation feature, visit the automation home page.

Actions in user automation

 

Call Lapp

If you’ve created a Lapp, you can call it in your automation. For more information, see Calling a Lapp from Automation.

 

Notify User

Send personalized emails to all your users on birthdays, anniversaries, etc. For more information, see User Automation Actions – Notify User.

 

User Check-In

Check-In your users automatically at the start of a workday. For more information, see User Automation Actions – User Check-In.

 

User Check-Out

Check-Out your users automatically at the end of a workday. For more information, see User Automation Actions – User Check-Out.

 

Webhook

Use webhooks to automatically post activities to a URL of your choosing. For more information, see User Automation Actions – Webhooks.

User Automation Actions – Notify User

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The Notify User action lets you send personalized emails to your users.

Notifying a user

 

Example Use Cases

Here are some of the many applications of the notify user action –

  • Send work anniversary emails to your users.
  • Send birthday wishes to users.
  • Remind users to check-in if they begin their workday early.
  • Remind users to check-out if they are working late.

 

Procedure

  1. On clicking the Notify User action, the Set Email Content pop-up will appear and enable you to compose a customized email.
  2. Compose the email and click Save when you’re done.

notify user action

Note: Be sure to insert mail merge fields to personalize your content.

User Automation Actions – User Check-Out

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User check-out lets you automatically check-out your users at the end of a workday. It works according to the configured workday templates and allows you to track the working hours of your users.

Auto Check Out

 

Example Use Case

The best application of this feature is automatically checking-out your users at the end of a workday. To do this, the automation trigger must be “End of a Workday”, followed by the “User Check-Out” Action.

 

Procedure

checking out

Conditions in User Automation

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Conditions in User Automation are similar to those in Lead Automation with the key difference being that criteria in User Automations are set up on the basis of user (not lead and activity) fields.

Since user automation conditions depend on user fields, you can now set up criteria using the User Advanced Search feature.

So instead of setting up conditions related to Leads – If lead stage is prospect Then send welcome email.
You can now setup conditions related to Users – If user availability is Offline Then auto check-in user.

If you’re not familiar with automation conditions, see Conditions in Lead Automation.

There are 2 conditions available in User Automation –

  • If/Else
  • Wait

Conditions in user automations

 

If/Else

The If/Else condition lets you setup Yes/No criteria. It allows you to set up alternative courses of action based on whether your criteria is met or not. For more information, see User Automation Conditions – If/Else.

 

Wait

The wait condition lets you delay an action or condition for a specified period. For more information, see User Automation Conditions – Wait.

User Automation Conditions – If/Else

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The If/Else condition lets you setup Yes/No criteria. It allows you to set up alternative courses of action based on whether your criteria is met or not.

 

Example Use Cases

Here are some examples of how you can use the If.Else condition –

  • If a user’s availability status in Offline then check-in the user at the start of the workday.
  • If a user’s availability status is Online or Away then check-out the user at the end of the workday.
  • If the user field ‘Is Working Today’ is set to ‘True’ then send happy birthday message.

 

Set Up the If/Else Condition

if else

When you click the If/Else condition, the Select Condition pop-up will open to allow you to set the conditions based on user fields. You can set multiple conditions through condition groups. For for more information, see User Advanced Search.

Selecting conditions