Automation

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What is Automation?

Automation enables you to set up automation based on tasks’ events and data source’s events. It might help you automate creation of tasks, task assignment, task placement, task webhook, data source update, datasource creation, data source webhook, and task component updates. Automation attributes consist of IDs, automation name, automation type, automation details, and rules. Automation logs are stored with 30-day data retention.

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Automation Types

For Update Task, a field value can also be sourced from a record in a data source linked to the triggering task (“From Data Source”). The picker shows only the data source fields that are mapped in the flow’s data source configuration (the primary key is the lookup, not a selectable value). The value is fetched at the system level, so it works even when the field is restricted for the user who created the task. To see the details of automation object, please follow this link

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Key Features

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Related Resources

• Automation Object - Automation data structure