The "Then" step defines what happens when your automation triggers. This is where you specify the actions, like sending a Slack or Teams message, creating a task, or updating a field.
You can add multiple actions to a single automation rule.
👉 Check out our Automations: Examples and Best Practices article for tips and practical examples to optimize your automation workflows.
Adding an Action to an Automation
2) Select the "Then" option and select Next.
3) Choose the desired action type.
👉 For what each action does, what it needs, and when it's available, see Automation Action Types.
4) Customize the action parameters as required (depending on the action).
5) Save the action when you're finished, and your automation is ready to be saved and published.
Using Dynamic Fields
When configuring Slack or Teams messages, emails, comments, or task descriptions, you can include dynamic values from previous automation steps (like task names, deal owners, or budget amounts).
👉 Learn more about attribute mentioning here.
Note: When setting up your automation, ensure you pay attention to the numerical values assigned to tasks, deals, budgets, and projects.
This attention to detail will help you accurately specify which tasks or projects should be included in the actions and conditions of your automation rules.