Intro to automations
Automations let you react to events in Almox automatically, when something happens, do something. They're how you turn repetitive admin into a one-time setup that runs in the background forever.
What's an automation
An automation has two parts:
- Trigger: the event that starts it. When this happens…
- Actions: what runs when the trigger fires. …do these things.
Example: When a contract is signed, create a kickoff task on your intake board and send the client a welcome message.
Triggers Almox supports today
- A task is completed
- A form is submitted
- A contract is signed
- An invoice is paid
- A client signs in for the first time
Each trigger comes with context, which client, which form, which invoice, etc., that the actions can use.
Actions automations can take
- Create a task on a board
- Send a chat message
- Assign a form to a client
- Assign a contract to a client
- Assign an embed to a client
- Upload files into a folder
Actions can use the trigger's context. So a "send a chat message" action can include the client's name pulled from the trigger event.
When to use them
Anywhere you find yourself doing the same set of steps after the same event. Common cases:
- New project kickoff after a contract signs
- Onboarding sequence after a client buys from your Store
- Triage workflows for new form submissions
- Welcome message when a new client logs in for the first time
See Recommended workflows for ready-to-adapt examples.
What automations can't do
- Trigger on time alone (e.g. "every Monday morning"). Automations need an event.
- Take destructive actions on a client's behalf (e.g. cancel their subscription). Anything that affects a client materially needs you in the loop.
- Create a client account from an event. Adding a client is a manual step today (or it happens automatically as part of a Store/Payment Link purchase, which is a built-in flow rather than an automation action).
Where to build them
Navigate to Automation in the left sidebar. Each automation has its own page where you can set triggers, configure actions, test, and turn it on. See Almox Automations for the full builder walkthrough.