Build your first automation

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:

  • Callable

  • Webhook

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

Action Types

• Logic tools

  • Condition

  • Branch

  • Loop

  • Delay

• UnifyApps actions

  • Storage by UnifyApps

  • Variables by UnifyApps

  • Code by UnifyApps

• Connector Actions

  • Salesforce: Create record

  • Slack: Post message

  • Zendesk: Create ticket

How to Create a New Automation?

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.