Automations are triggered when certain conditions are met on a Folio. Currently automations can trigger notifications by email, SMS or a messaging service like MS Teams or Slack, they can trigger an action or checklist assignment to a user which will be due in a defined time frame, and they can update fields to defined values.
Sending a Notification with Automations
Assigning an Action with Automations
Assigning a Checklist with Automations
Updating Fields with Automations
Closing a Folio with Automations
Sending a Webhook with Automations