Attributes are distinct properties, such as the deal creator's name or deal ID, budget number, or the exact name of the project to which a task belongs, or the invoice due date, linked to the automation trigger (the "When" step of the automation).

Moreover, attributes are essential when defining your rule's "Check if" steps.

For example, when creating an automation rule related to updating a task, selecting an attribute such as task assignee ensures that the automation is executed precisely when tasks are assigned to specific individuals.

Next to that, adding an attribute as a mention (dynamic field), rather than manually entering its details in your message, ensures that your automated messages or tasks are correct and consistent. It also saves time and reduces the likelihood of errors, resulting in greater work efficiency!

List of Attributes You Can Mention

TASK TRIGGER ATTRIBUTES	DEAL TRIGGER ATTRIBUTES	BUDGET TRIGGER ATTRIBUTES	INVOICE TRIGGER ATTRIBUTES
Assignee Creator Custom fields Due date ID Initial estimate Last actor Link Number Project Remaining time Slack link Start date Status Task List Title Worked time	Company Creator Custom fields Expected Close Date ID Lost reason Name Number Owner Probability Revenue Link Status	Company Creator Custom fields ID Invoiced percentage Name Number Owner Percentage used Project Link Status	Aging Amount Amount (no tax) Amount credited Amount credited (no tax) Amount paid Amount unpaid Amount written off Company Copied to accounting Creator Credited Currency Custom fields Date created Date paid Date sent Due date ID Invoice type Link Number Payment status Sent status State Subsidiary Tax amount

Mentioning Attributes in Automations

In your automation journey, each action offers the option to incorporate attributes within specific rich text fields:

For the Send Slack message action: In the Message field
For the Send email action: In the Message and Subject fields
For the Create a comment action: In the Comment field
For the Create task action: In the Description field
For the Update task action: In the Description field

These fields allow you to mention attributes from both the trigger and the conditions you previously added.

For instance, if your trigger involves creating a deal (see below), you can include attributes like the Deal ID, Number, Creator, Status, Name, Owner, Company, Probability, Revenue, and Lost reason in the task description field within your action.

How to Mention an Attribute

Type "{" or click on "+" in the description/message/comment field and select the attribute you would like to mention.

Tip: When referencing attributes, note the numbers displayed in the dropdown menu!

These numbers correspond to specific objects linked with the attributes.

For instance, "1 Project" refers to the Project defined in the first step (the "When" step), while "2 Project" refers to the Project specified in the second step (the "Then" step which includes creating a new task).

Automations: General Overview

Fine-Tuning Automations with "Check if" Steps

Completing Automations: Configuring the "Then" Step

Leveraging Relative Date Fields in Automations

Understanding Relative Person Fields in Automations