Automations
InfoLobby automations are a powerful tool that allows you to automate tasks and processes by connecting different parts of InfoLobby together. This tool helps to streamline your workflows and improve your productivity.
- Automations trigger on events such as creating a new record, changing the value in a field, or the arrival of a new email.
- Automations can perform a variety of actions, such as sending an email, creating a task, or updating a record.
- Automations can be configured to run on a schedule or in response to a specific event.
- Automations can be shared with other users via the App Market.
For example:
- Send an email notification when a new record is created in a table: This could be used to notify team members of new leads or customers.
- Send an invoice when a new order is placed: This could be used to automate your invoicing process.
An automation has four factors:
- Trigger: The trigger is the event that will start the automation. For example, the trigger could be the creation of a new record, the change of a value in a field, or the arrival of a new email.
- Condition: The condition is a filter that determines whether the automation will run. For example, a condition could be "The value of the 'Name' field is 'John Doe'".
- Logic: Logic can be performed to find records in other tables, perform calculations and even trigger other automations.
- Action: The action is the task that will be performed when the trigger is activated and the condition is met. For example, the action could be to send an email, create a task, or update a record.
Automation Options
Simulate Automation
This option allows you to test an automation without running it on live records. This way, you can check if the flow is working as expected without affecting any data. You will see all the results of the automation, except for the actual actions that would be performed. The button to simulate an automation is available in the automation details page, next to the save button.
Clone Automation
This option allows you to create a copy of an automation. When you clone an automation, it is saved immediately with a prefix of "Copy of". The button to clone an automation is available in the automations page, next to the edit button.
Deactivate Automation
This option allows you to pause or put a hold on an automation. This is useful if you need to temporarily stop an automation without deleting it. The toggle switch to deactivate an automation is available in the automations page, next to the edit button.
Logs
Every automation activity is logged. You can view the logs for each automation separately. Any errors that occur while running an automation will be logged in red for your inspection and debugging.
Get notified when a flow fails by clicking the Flow Errors option on the Developer tab of the Space Settings.
