Automation Process

Automation is a process that makes an action automatically whenever a signal is given, ranging from the reception of a form to the creation of a contact.

You must follow My account – Automation to create an automation process.

Creating a new rule

On the automation rules page, you can see the existing automation rules linked to your InvestGlass account, where you can delete the ones you don't want anymore. To create a new rule, click the new rule button on the right.

There are five stages in creating an automation process:

In the first stage you have to name your rule and define which API is used (Account, Contact, Portfolio, or Form). You also have the opportunity to describe the automation rule.

In the second stage you have to choose between executing this rule on a record action or on a specific date/time.

On a record action you can select when the API ( account, contact, portfolio, or form).
On a specific date/time, you must fill in the time when you want the action to occur (e.g. X days, hours, or minutes) after, on, or before a particular signal.

You can also set a specific time or a recurrence and enter tags.

In the third stage you can select what fields you would like to apply the rule:

Fields match certain conditions (similar to filtering) for the automation to be applied to specific records.
All fields are to be applied to every record.

In the fourth stage you can choose which method of communication (or action) is demanded, i.e. send mail, create a record, update a record, notify, trigger an automatic rule, or create a folder. In other words, this is the automation you want to perform if stage 2 options occur.

Additionally, depending on the choice made in stage 1, more or fewer options may be available, such as demanding a task or triggering an approval rule (see next section on approval rule).

In the fifth stage, depending on stage 4, in this stage you can give additional information. For example, if you have selected send mail in stage 4, then in stage 5, you can write exactly what you want to this email. Another example would be to create a record, and in stage 5, you will be demanded details such as the contact information and accounts.