Regular Automations

Regular automations in Proma allow you to create complex workflows triggered by various events.

Triggers

Board Events

• Row created/updated/deleted
• Column value changed
• Status changes
• User actions

Scheduled

• Specific dates/times
• Recurring intervals
• Custom schedules

External

• API events
• Third-party integrations
• Webhook triggers

Setting Up Automations

1. Create Automation

   • Navigate to Automation view
   • Click “New Automation”
   • Name your workflow
   • Choose trigger type

2. Configure Trigger

   • Select event type
   • Set conditions
   • Define parameters
   • Configure scheduling (if applicable)

3. Build Workflow

   • Add actions using Logic Builder
   • Configure each step
   • Set conditions
   • Handle errors

4. Test and Deploy

   • Run test scenarios
   • Verify outcomes
   • Enable automation
   • Monitor performance

Cross-Board Access

Enable cross-board capabilities via:

• Property editor configuration
• Permission settings
• Data access controls

Common Use Cases

Data Synchronization

• Update related records - Sync across boards - Maintain data consistency

Process Automation

• Status updates - Task creation - Notifications

Integration Flows

• Third-party connections - API interactions - External system updates

Related Resources

Logic Builder Create complex automation logic

Automation Sequences Time-based follow-up actions