Auto Actions allows users to automate simple tasks and data entry. They are commonly used to:
- Notify users of upcoming or expiring dates
- Update a category (such as Case Stage) to help define your records
- Send an email communication to clients upon receipt of information
Auto Actions can be setup with any combination of the following triggers and actions.
| Triggers | Actions |
| Update a field | Send an Email |
| Insert a record | Add an Alert |
| Delete a record | Insert single record or Prefill Group |
| On a schedule | Update a field or fields |
| Insert a Checklist |
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