When a Record is Updated in Jestor

With the trigger “When a record is updated in Jestor”, you can make any action to occur as soon as a record is updated and matches the condition you set in the chosen table.

👍

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).
Trigger -> Action

How to create

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 record is updated in Jestor" trigger, and follow the steps:

  • Choose the tab in which you want to trigger this trick.
  • Check the box if you want that at least one field matches in order for the trigger to be activated.
  • Match the fields by writing the value each field needs to be changed to in order for the trick to run, such as Approval Stage field matches with "Ask for more info".

Save this and choose an action.

For example: the “Jestor - Create Task” action. Write the description, select an owner, due date.

So every time the Approval Stage is updated to "Ask for more info", a task will be created to a specific user to get in touch with the donor