🆕 Trigger · When a comment is added · Workflow Automation

📢 Info & Announcements
1

Today we’re super excited to announce that the trigger…
:sparkles: Comment is added :sparkles:
…is now part of our supercharged workflow automations :zap:

Overview

The trigger “When a comment is added” will allow you to run an automation whenever a comment is added in a specific app.

A simple use case

“When a comment is added (Trigger) and if the comment contains “pdf” (Filter) then create a pdf and save the pdf to the record (Action).”

Create automation using the trigger “When a comment is added”

  • First automation block - Trigger - the “When this happens” automation statement

    221114_Trigger_CommentAdded_StEs
    221114_Trigger_CommentAdded_StEs7536Ă—4388 441 KB

    • Choose the trigger When a comment is added
    • Set the trigger by selecting the app where the automation should be triggered

  • Second automation block - Filter - the “And if conditions are met” automation statement

    221114_Trigger_CommentAdded-Fitler_StEs
    221114_Trigger_CommentAdded-Fitler_StEs7536Ă—4388 393 KB

    • 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. “is empty” and “is not empty” do not require you to input a field value

  • Third automation block - Action - the “Then do that” automation statement

    221114_Trigger_CommentAdded-Action_StEs
    221114_Trigger_CommentAdded-Action_StEs7536Ă—4388 393 KB

    • First, click on + Add action and choose between various actions
    • Set up your action based on the action you’ve selected, like Create PDF here in this example. Change the file name and layout, enter variables with the @-menu or build a table, change the text color, and open the fullscreen for much more options.
    • Choose and setup an additional action
    • Click on + Add action and choose between various actions, e.g. Update record
    • Click + Add field - every field type has its own row. Add as many as you like
    • Set up the action condition to update the collected records:
      • 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, Clear, etc.
      • A field value - enter the field value for the selected field from the first dropdown or attach the created PDF file to a file field

  • 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 →

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

To enable any type of automation, you’ll 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 “When this happens” statement. For example, “When a status changes” Learn more about → 1
  • Filters are optional and start actions only if certain conditions are met. The “And if conditions are met” statement. For example, "only if the status changes to done" Learn more about →
  • An action is an event the automation performs automatically after it is triggered. The “Then do that” statement. For example, “then send an email to a customer” Learn more about →