Create New Automation Triggers and Actions

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

Key Takeaways

  • Onboarding Workflows gain enhanced efficiency through Automation, allowing triggers to automatically determine and execute subsequent actions.
  • The step-by-step process for creating new automation triggers and actions in the Onboarding 24/7 Automation tool is outlined for streamlined workflow management.
  • This article provides insights into leveraging Automation Rules to optimize Onboarding processes, demonstrating the capability to link triggers like Pipeline Stages to specific actions such as sending workflows or changing talent statuses.


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. Enter an Automation Name in the required name field.

  6. Start by selecting an Automation Type from the drop-down menu.

  7. Specify the Automation Event. For example, Pipeline Stage IS 1099 Onboarding.

  8. Set Trigger Condition(s) which will only trigger if the below conditions are true for the selected trigger(s). For example, Talent Address IS United States of America / Selected U.S. States.

    Trigger Conditions are not required to complete an Automation Configuration.

  9. From the Actions section, select a Workflow to send from the drop-down menu.

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

  11. Select the Completion Action to occur from the drop-down menus. For example, Change Pipeline Stage TO 1099 Complete.

    Actions will only trigger if the conditions are true for the selected Trigger Condition(s).

  12. Enable the Automation in the upper right corner of the configuration.

  13. Click Save button at bottom right corner.

Click on the links below for more information:

Articles in this section

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