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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

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