With the trigger “When a field is changed”, you can select any action to occur as soon as a field is changed and then matches with a value you defined.
Trigger -> Action
The most important thing about a trick is understanding its conditions and actions. They have a simple generic structure:
When the condition (trigger) happens, then do (action).
You just have to click on the "+ Automations" icon on the up right side of the screen to open the Tricks panel, and then on the "+ Create new trick" button:
Select the "When a field is changed" trigger, and fill in the sequence:
- Choose the table in which you want to trigger this trick.
- Choose the field that the trick will run when the value of this field is changed to a set value.
- Type the new value that will trigger the automation
Save this and choose an action.
For example: the “Slack - Send a message in a channel” action. Connect your account, select the channel and write the message you wish to send.
Now, every time a value of the specific field is changed, like the Stage: " In Contact" to "Sold", a message will be sent to a slack channel to communicate at the time that a new sale has been made to your team.
Updated 3 months ago