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Record Automation is in early release and will be expanded to include additional entities and fields in the future. We would love to hear your feedback on what would be most meaningful to your business!

With Record Automation you can utilize the power of our rules engine for setting values on newly created records.

Configuration

Navigate to Settings > Record Automation to view, edit, and create new rules.

Configure your conditions to determine which records the rule should apply to.

Configure one or more fields that you want to update. You can use a hard-coded value or you can use a dynamic value from a related record (e.g. Quote custom field)

Priority

If multiple rules match against a given record, you can use the priority to determine which rule will take precedence.

Lower priority values (e.g. 1) takes precedence over higher priority values (e.g. 50)

You can utilize the "Test All" functionality to observe the outcome of all rules against a given record.

Test

Make sure to test your rule against existing records to make sure the evaluation works as expected.

Supported Entities