Bigdelta provides flexible automation engine. Here's what you have to know to starting using it.
Create automation
You can create any number of automations that consist of triggers (some event that starts the automation) and one or multiple action blocks (actions that the automation performs when triggered).
Trigger
Currently we suport Record created, Record updated, Record deleted and Event occured as triggers.
If you choose record-related trigger, you must choose object that the records should belong to to trigger automation. Standard objects are companies, people, accounts and users.
If you choose event-related trigger, you must choose event that will trigger the automation.
Actions
After selecting trigger, press blue plus sign on the automation canvas to add action block. You can choose these action blocks:
Send message to Slack
Delay
Delay until
You have to setup any action block you choose.
Save and activate
After building the automation flow, press Save changes on the right top corner of the page. It will promt you to name the automation. It will be saved now but not actived (called Paused).
If you want to activate the automation so that it starts listening to triggers and peform predefined actions when triggered, move slider to the right in the top row next to the automation name.
Stats
Whenever you visit automation page, you'll see key statistics for each automation:
Total runs - how many times the automation was triggered
Completed - how many times it successfully completed
Running - how many automation are in progress in any given moment
Failed - how many automation sequences have failed