Perform multiple action automations with the same conditions.
Last updated on
December 22, 2023
Multi-Action Automations are a potent addition to any user’s Aptly toolbelt. Let’s dig into Multi-Action Automations to learn how to make them part of your organization’s workflows!
In this article, you will learn:
How Multi-Action Automations Work
How to Build Multi-Action Automations
Multi-Action Automation Examples
How Multi-Action Automations Work
Multi-action automations provide you with the ability to trigger multiple actions when a single trigger is met. With our standard automations, users can select a single action to take place after a trigger is met. With multi-action automations, users can now schedule for multiple actions to take place when a trigger is met, all within the same automation.
How to Build Multi-Action Automations
To create a multi-action automation:
Select the Automations on the left.
Click + New Automation.
Select a trigger for your automation.
Select your first action for your automation.
Click + AND action to add an additional action.
Add as many automation options as you want!
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An automation will continue to fire all of the selected actions even if one in the series fails. You can view if an automation successfully fired by viewing the logs for your automations. To do so, open your automations window, click on the three vertical dots, and select Logs.
Multi-Action Automation Examples
Need some inspiration for what you can build? Here are three quick ideas:
Send an email to the owner and create a follow-up if the owner doesn’t reply.
Send an email to an owner, an email to a tenant, and create a task to call the tenant.
Update a field on a card, send an email to a team member, and archive a card.
Frequently Asked Questions
What happens if one of my automations fails? Will the rest of the automations fire?
The automation will be logged as incomplete and the rest of the automations will fire.
