Automation
Automations automate repetitive or unnecessary actions in the application.
They can be configured within a project or project template , and affect aspects such as scheduling, tasks and exchanges.
An automation is defined by a trigger event that will execute an automation on one or more projects.
The list of automations cannot be modified. You can view a diagram of an automation by clicking on its code.
Articles
Prerequisites: Create a technical user
Setting up an automation
Run an automation Frequently asked questions
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Can I create a new automation on my platform?
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Can I benefit from automation on my platform without changing my offer?
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What happens when I insert a template with automation?
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What happens when I apply a template with automation?
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Is it possible to remove automation from a project that has been created with a template containing automation?
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I've already created projects from templates in which I've set automation parameters. How can I add a new automation to projects I've already created?
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Can I mass-apply automation to projects other than via project templates?
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How do I know if there's a settings error in my automation?
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