Give your Automation a name and click "ADD".

Select the Trigger for your Automation, for example "Event" if the trigger is a new or updated entry in your CRM.

In the Event option, select "New" or "Updated" from the dropdown.

Select the "Record Type" from the dropdown. In this example, the Event trigger is an update to an Opportunity.

Select a record type
Account
Activity
Campaign Detail
Case
Click Through
Contact
Opportunity
Opportunity Line
Task

If you wish to filter the Event further, set the toggle button to "Yes" to display further options.

Use the dropdown to select the field you wish to filter by. In this example, the selection is the Opportunity Status.

Select a field
Opportunity Id
Opportunity Name
Account Id
Close Date
Status
Forecast
Probability
Source
Campaign
Description
Next Step
Competitor
Repeat Order
Loss Reason
ContactName
Reference
Win/Loss Report
Created Date
Modified Date

For the Trigger to be activated when the Status changes to "Won" from any other status option, leave the "FROM" option empty and change the "TO" option to "Won" from the dropdown.

Please select
New Lead
Qualified
Quotation Sent
In Progress
Won
Lost

With the Trigger now set, click the "+" icon to add the Next Step for your Automation.

Select which option your require for the Next Step. In this example, we want an Action, to create a Task.

The Action for this example is to create a Task when the trigger occurs, which means creating a New Record.

Create a new record when the trigger occurs

Use the dropdown to find the record type you require, e.g. Task.

Then select the Task Type, e.g. follow up.

Please select
Call
On Site Call
Eval Request
Fax
Feature Request
Follow Up
Info Request
Inquiry
Introductory pack
Letter
Meeting
Note
Proposal
Quote
Subscribed
Support Request
Unsubscribed
Web Demo
White Paper Request

You also have the option to add fields to further specify the Action.

In this example, we need to add the field of Task Owner - the person in your team that you want to assign the task to.

Select a field
Created By
Modified By
Task Date
Account Id
Priority
Task Status
All Day
Task Owner
Description
Contact Name

Next, use the dropdown to select the person to be the Task Owner.

Please select
Ana
Frank
Jen
Johti
Mike
Sophie
Zara

Once you have completed all the steps for your Automation, set it to "Live" using the toggle button and click Save.

In this example, the Automation is to create a follow up Task for a CRM user when an Opportunity has been closed and set to "won".

Opportunity "Won" creates Task