馃啎 Trigger 路 Web link clicked 路 Workflow Automation

It鈥檚 our pleasure to announce that we鈥檝e added the trigger :sparkles: Web link clicked :sparkles: to our supercharged workflow automation.

Tape is built to grow with your business. Building first automation is super simple with Tape. More advanced triggers like 鈥淲eb link clicked鈥 help you manage even complex business processes and are designed for Tape experts. Want to get more out of Tape? Tape partners are certified consultants and are ready to help. Whether you鈥檇 like help deciding what to automate or need a hand building, you鈥檒l find the right fit. Just get in touch with us and we connect you with one of our partners.

If you are a developer check out these resources 鈫

Overview

The event that starts an automation with the trigger 鈥淲hen a weblink is clicked鈥 is when someone clicks on a web link. You can create this web link with the action 鈥淐reate web link鈥. This allows you to create smart links that are associated with records in Tape and provide them e.g. via the 鈥淪end email鈥 action. For a better user experience, you can create custom messages when someone clicks on the web link with the action 鈥淪how a message on a web page鈥.

Simplified:

  1. Create a weblink with the action 鈥淐reate web link鈥
  2. Create an automation with the trigger 鈥淲eb link clicked鈥 and add optional the action 鈥淒isplay message鈥

Check out more about the actions Create web link or Display a message on a web page


A simple use case

鈥淲hen an unsubscribe link is clicked in a newsletter email (Trigger) set the contact who clicked on the link to unsubscribe from newsletter (Action)鈥.

Create automation using the trigger 鈥淲hen a weblink is clicked鈥

  • First automation block - Trigger - the 鈥淲hen this happens鈥 automation statement

    • Choose the trigger When a weblink is clicked
    • Set the trigger by selecting the app where the automation should be triggered
  • Second automation block - Filter - the 鈥淎nd if conditions are met鈥 automation statement

    • Set your filter to start actions only if certain conditions are met:
      • A field to be evaluated, at the first dropdown menu
      • An operator at the second dropdown menu, i.e., Contains, Does not contain, Is not, etc.
      • A field value - enter the field value for the selected field from the first dropdown. Note that the operators e.g. 鈥渋s empty鈥 and 鈥渋s not empty鈥 do not require you to input a field value
  • Third automation block - Action - the 鈥淭hen do that鈥 automation statement

    • Click on + Add action and choose between various actions
    • Set up your action depending on your selected action such as in the simple use case above the action Create record
    • Click + Add field - every field type has its own row. Add as many as you like
    • Set up the action condition to create the new record:
      • A field to be evaluated, at the first dropdown menu
      • An operator at the second dropdown menu depends on the selected field type i.e., Set value, Set options, Set date, etc
      • A field value - enter the field value for the selected field from the first dropdown
  • Click on Create automation at the top right

Edit and manage trigger

The automation editor allows you to edit or manage triggers and holds all the important details about your specific automation. To open the editor - click the card with the title of your automation in the gallery of the automation center. From this point, you can choose between various options. Learn more about 鈫


New to workflow automation by Tape? Here鈥檚 a summary of what you need to know about automation.

To enable any type of automation, you鈥檒l need to set up a trigger and one or more actions. Some automations also use filters.

  • A trigger is an event that starts an automation. The 鈥淲hen this happens鈥 statement. For example, 鈥淲hen a status changes鈥 Learn more about 鈫 1
  • Filters are optional and start actions only if certain conditions are met. The 鈥淎nd if conditions are met鈥 statement. For example, "only if the status changes to done" Learn more about 鈫
  • An action is an event the automation performs automatically after it is triggered. The 鈥淭hen do that鈥 statement. For example, 鈥渢hen send an email to a customer鈥 Learn more about 鈫