Tutorials

Tutorials on how to create different types of automations

These step-by-step tutorials walk you through building real automations in the automation builder. Later tutorials introduce JSONata expressions to transform and combine workflow data, see the JSONata expressions reference for a full guide to the expression language used in step input fields, variable definitions, and choice conditions.

Tutorial 1 - Hello automations

Learn how to create an automation, configure a trigger, add an action, and verify it ran using the activity log.

Tutorial 2 - Automatically setting the urgency of a job

Learn how to create an automation that automatically marks jobs as ‘Urgent’ if they are of type ‘Break Fix’.

Tutorial 3 - Automatically calculating a line item total

Learn how to create an automation that keeps a Total field in sync with Quantity and Unit Price on a custom record.

Tutorial 4 - Automatically create a job when a contact is added

Learn how to use Get Record, Choice, Variables, Geocode Address, Find Closest Region, and Create Job to automatically create and place a job when a new contact record is inserted.