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Unify Automations
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Build your first automation

Build your first automation

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4 mins READ

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Overview

Unify Automations lets organizations automate complex and manual processes quickly, reducing effort and cost. It supports advanced business logic, instant custom connector deployment, and ensures enterprise-grade security and performance.

Each Automation consists of 2 major components, i.e. Trigger and Action(s).

  • Trigger: A trigger is an event that initiates an automation process. It occurs when specific data changes/events are detected, prompting the automation to start. 

  • Action: An action is a task executed in the automation . This can include API calls, data transformations, and logical operations necessary to complete the automation.

Trigger types

  • Connector-based: These triggers detect events in various applications such as Gmail, Zendesk, ServiceNow, Salesforce, etc.

  • API-based: This set of triggers is oriented around reacting to API calls. There are two types of this:

  • Scheduler: This trigger is used to set recurring events in defined periods.

Action Types

How to Create a New Automation?

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  1. Log in to your UnifyApps account.

  2. Navigate to the Automations section within Unify Automations.

  3. Click on the "New Automation” button on the top right corner.

  4. Choose a trigger type for your automation.

  5. Configure the trigger settings.

  6. Add actions to your automation by dragging and dropping from the available options.

  7. Configure each action's settings and parameters.

  8. Test your automation using the built-in test module.

  9. Save and activate your automation.

FAQs

How do I choose the right trigger for my automation? 

Consider the event that should initiate your automation. If it's based on a specific application, use a connector-based trigger.
For custom events, use API-based triggers. For time-based automations, use scheduled triggers.

Can I combine multiple triggers in one automation? 

No, each automation can have only one trigger. However, you can create multiple automations with different triggers that work together to achieve complex workflows.

Is there a limit to the number of actions I can add to an automation? 

There is no limit to the number of actions that can be added in an automation but  we recommend keeping automations focused and not overly complex so that they are easily readable during any issues.

How can I test my automation before activating it? 

Use the built-in test mode in the Automation builder to test any changes within an automation. Users can simulate trigger events and steps by using an input form or Json.

Can I use custom code in my automations? 

You can use the "Code by UnifyApps" action to incorporate custom code (JavaScript/Groovy/Python/Java) into your automations.

How do I troubleshoot an automation that isn't working as expected? 

Review the automation logs, use the built-in test module to identify where the issue may be occurring. You can also reach out to our support team for assistance.

Can I schedule an automation to run at specific times? 

You can use scheduled triggers to run automations at predetermined times or intervals.

Can I collaborate with team members to build automations? 

Yes, UnifyApps supports team collaboration. You can share automations, set permissions, and work together on building and maintaining your workflows.

Last updated : 03 December 2024, 06:44 AM

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