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
Below are the attributes you can mention when a task trigger is used:
Custom fields | Due date | Start date |
Creator | ID | Task List |
Assignee | Remaining time | Worked time |
Initial estimate | Link | Project |
Last actor | Number | Slack link |
Status | Title |
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Deal Trigger Attributes
Here are the attributes available when a deal trigger is used:
Custom Fields | Creator | Company |
Expected Close Date | ID | Lost Reason |
Name | Number | Owner |
Probability | Revenue | Link |
Status |
|
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Budget Trigger Attributes
These attributes can be mentioned when a budget trigger is used:
Custom Fields | Creator | Company |
ID | Invoiced Percentage | Name |
Number | Owner | Percentage Used |
Project | Link | Status |
Invoice Trigger Attributes
Use the attributes below to reference invoice-specific details when an invoice trigger is used:
Custom Fields | Aging | Amount (No Tax) |
Amount Credited | Amount Credited (No Tax) | Amount Paid |
Amount Unpaid | Amount Written Off | Company |
Copied to Accounting | Creator | Credited |
Currency | Date Created | Due Date |
Date Paid | Date Sent | ID |
Invoice type | Link | Number |
Payment Status | Sent Status | State |
Subsidiary | Tax Amount |
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Employee Trigger Attributes
The following attributes are available when an employee trigger is used:
Custom Fields | Approval Policy | City |
Company | Country | Date Created |
Date Deactivated | Date Joined | |
Emails | First Name | ID |
Last Activity | Last Name | Manager |
Permission Set | Phone | State |
Street | Tags | Teams |
Title | Type | User who Triggered an Automation |
Website | Workplace | Zipcode |
Mentioning Attributes in Automations
In your automation setup, 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
For the Send HTTP Request action: In the Target URL and Body 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.
📌 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).
