Create New Automation Triggers and Actions

Automation allows Onboarding Workflows to be even more powerful, by using triggers to determine next actions automatically. 



Create Automation Rule Video

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Creating a new automation trigger and action

  1. Click on Account & Settings
  2. Click on Utilities
    1. Scroll to the bottom or type AUTOMATION to filter results.
  3. Click on the Onboarding 24/7 Automation tile

    Account Settings - Utilities - 247 Onboarding Automation.gif

  4. Click Add Rule button to create a new automation.

  5. Click the Edit icon to edit the name for the Automation Rule.

  6. Click the blue checkmark box to save edits, or click the X to stop editing the title.

  7. Start by selecting an Automation Trigger from the drop-down menu.

  8. Specify the Automation Trigger. For example, Pipeline Stage is Initial Meeting.

  9. The Automation Action will occur when the Automation Trigger is achieved. Select Send Workflow from the Automation Action drop-down menu. 

  10. Select a workflow to send from the drop-down menu.

  11. Select When Workflow is Completed from the Completion Action drop-down menu.

  12. Select the action to occur from the drop-down menu. 

  13. Select the setting to be assigned from the drop down. For example Change Talent Status to Applicant.

  14. Click Save button at bottom right corner.

Click on the links below for more information:



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