Introduction

An automation watches for an event, such as a task being finished, and runs an action, such as creating the next task, calling your own system or messaging the customer. Automations streamline task creation, assignment and placement, and with a webhook they can feed any other system. Every automation has four parts:

Part	What it decides	Example
Event	When the automation runs.	On Task Finished
Task Type (or Data Type, or Geofence Group)	Which records the event is watched on.	Delivery
Rules	Optional conditions the record must also meet.	Customer Name is Toko Maju Jaya
Automation Type and Automation detail	What happens, and how.	Create Task: a Pickup task with the delivery’s address

Open Workflow › Automation to see the list.

Required permission:

View automation
Create automation, Edit automation, Delete automation

All types: show only automations with one automation type (Create Task, Webhook, Notification and so on).
All data: show only automations whose event belongs to one data group: Task, Data Source, Routing Result or Location History.
Search: find an automation by name.
New: create an automation. See Creating an automation.
The table columns:
- No.: the row number.
- Name: the automation’s name.
- Event: what starts it, for example On Task Finished.
- Automation Type: what it does, for example Create Task.
- Data: which data group the event belongs to (Task, Data Source, Routing Result or Location History).
- Active: whether the automation runs.
Active switch: blue means the automation runs, grey means it is switched off and is never triggered.
⋯ menu: Edit, Log and Delete. See Managing automations.

Switch an automation on after you set it up. Only active automations run.
When several automations are active, it can take a moment for all of them to finish.
Check the automation log to see whether a run succeeded or failed.
If a change made by an automation does not show on the Task page yet, reload the page.

Events and actions at a glance

Ten events are available, in four groups. Each event allows only some automation types:

Event	Create Task	Create and Assign Task	Move Task	Assign Task	Update Task	Create or Update Data Source	Webhook	Notification
On Task Created	✓	✓	✓	✓	✓		✓	✓
On Task Assigned	✓						✓	✓
On Task Finished	✓	✓				✓	✓	✓
On Start Trip							✓
On Finish Trip							✓
On Geofence Entry							✓
On Geofence Leave							✓
On Routing Finished							✓
On Routing Dispatched							✓
On Data Source Created	✓						✓

The actions:

Automation Type	What it does
Create Task	Creates a new task of another task type, filled from the triggering record.
Create and Assign Task	Creates a new task and places it in a hub and on a user at once.
Move Task	Moves the triggering task to another hub.
Assign Task	Assigns the triggering task to a user in a hub.
Update Task	Changes fields of the triggering task.
Create or Update Data Source	Writes the task’s values into a data source record.
Webhook	Sends the event to a URL of your own system.
Notification	Sends a WhatsApp message, an SMS or an email.

Common uses

Chain tasks: On Task Finished › Create Task creates the pickup after a delivery, or the inspection after an installation.
Distribute work: On Task Created › Assign Task sends new tasks straight to the right driver.
Integrate: any event › Webhook pushes data to an ERP, WMS, CRM or TMS in real time.
Keep customers informed: On Task Assigned › Notification sends a WhatsApp message with the tracking link.
Keep master data current: On Task Finished › Create or Update Data Source writes the latest customer details back to a data source.

Getting Started

Analytics

Planning

Monitoring

Activities

Workflow

Export & Import

Settings

Account

Add-ons

Introduction

Events and actions at a glance

Common uses

​Events and actions at a glance

​Common uses

Events and actions at a glance

Common uses