Creating an automation rule or trigger is simple. First, decide on the scenario you want to implement. Then, select the desired automation rules and configure them.

Triggers track customer actions or CRM events and move CRM items to the stage with the trigger. Automation rules, however, do not track actions. They run and perform actions when the item reaches their stage.
Triggers in CRM
Automation rules in CRM

To configure automation rules and triggers, go to CRM, select the desired item, and open the Automation rules tab.
Interface for adding automation rules and triggers

To add an automation rule or trigger, click the Create button or the + sign under a stage.

Automation rules and triggers are in the same list. There is a Trigger marker after the action name to distinguish a trigger from a rule. You can also use a filter to find them.

Select a stage for setting up the automation.

Automation rules and triggers are divided into groups. They are formed according to the basic business cases. Select an automation rule or trigger in the list and click Add.

A system notification will confirm the addition, and the configuration window will open. Newly added automation rules and triggers are highlighted in yellow.

To check if the automation rule worked, open an item form and go to the Automation tab.

The execution status of automation rules and triggers is indicated by the background color and icon:

• Green background with a check mark: The automation rule started and performed the action.

• Green background with a red icon: The automation rule started but didn't perform the action. A tooltip shows why it didn't work.

• White background with a circle icon: The automation rule hasn't started yet. This might need to be triggered after the previous rule or a pause.

• White background without icons: The automation rule didn't start, possibly due to an unmet condition.
  Conditions in automation rules

Actions with triggers

• Edit: Click Edit to configure a trigger.

• Delete: Click the cross (X) to remove a trigger.

• Copy: Click Copy to duplicate a trigger.

• Move: Drag a trigger with your mouse to the desired stage.

Actions with automation rules

• Edit: Click Edit to configure an automation rule.

• Copy: Click Actions and select Copy on the automation rule form.

• Move: Drag an automation rule with your mouse to the desired stage.
  Copy and move automation rules

• Delete: Click the cross (X) to remove an automation rule.

• Disable: Click Actions and select Disable on the automation rule form.
  Disable automation rules and workflow actions

To apply the same actions to multiple rules in a stage, do the following:

1. Click Group actions under the automation rules in a specific stage.
2. Tick the desired rules.
3. Select an action in the top menu.