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[19-Sep-17] Simplified features to Automation

  • You can now associate an ‘advanced search condition’ at the Automation trigger.
  • Notify Actions – Activity fields are now available to be mail merged.
  • All automation actions have an internal retry mechanism to improve the overall reliability
  • Failure notifications can be setup in Webhook Action
  • Automation Reports have been revamped
  • Date based triggers possible through AutomationsThis is explained in the latter section of these below articles –
    Create an automation,
    Conditions,
    Actions

    You can now associate an ‘advanced search condition’ at the Automation trigger.


    Notify Actions – Activity fields are now available to be mail merged.

    Failure notifications can be setup in Webhook Action