Automations

Automations in Simploud

Simploud automations allow to define a certain criteria that will trigger the system and make a reaction.

The triggers that the automations know to handle:

•  Record creation
• Field change
• Status Change
• Workflow button
• Scheduled Reaction
• Unacceptable condition

Choose when the reaction will occur.

Choose the conditions that will trigger the automation. 

Choose how the automation will react:

•  Update current record
•  Update related record
• Create new record
• Send an email
• Pop up message