Automation

Data isn't meant to sit and stagnate — it's meant to drive business decisions at the exact right moment.

Scheduled

Automate processes that run at a specific time or on a pre-configured schedule.

  • Configure polling for systems that don't support webhooks
  • Import data on a schedule for consistent behavior
  • Automate some administrative functionality for confident operations

Time-based

Schedule tasks to run a certain amount of time after an event has occurred.

  • Send reminder notifications
  • Automatically transition records from state to state
  • Automatically update records with data from other systems

Event-based

Trigger actions to occur when certain values on a record change

  • Send notifications when records get updated
  • Start automated processes when all necessary information is available
  • Update or cancel scheduled or time-based jobs automatically when no longer needed