Automations Overview

Overview

Automations allow you to take an action when a given event occurs inside of Capacity applications.  Unlike a Workflow (that invokes on a schedule, manually or through a Guided Conversation),


Applications

The Application specifies which part of the platform being listened to.

Triggers

Triggers are  Events to listen for. For example, in the Helpdesk Application, an event might be "Ticket Created" or "Ticket Updated".

Conditions

Conditions allow you to create if statements to execute when the event occurs. If statements can contain logical operators like:

  • >
  • <
  • >=
  • <=
  • =
  • contains

You can also add multiple Conditions to a given Automation.

Actions

Actions indicate what you want Capacity to do when an event occurs and a condition is satisfied.

Feature Matrix

Here is a list of Automations features.

Feature
Available
Action: Start a Workflow
Q3 2021
Helpdesk: Time PassedQ3 2021
Cloud Drive: Document Uploaded
Q4 2021
Knowledge Base: Expired ExchangeQ1 2022
Knowledge Base: Expired Article
Q1 2022

Was this article helpful?