Automations in enrutar allow you to set up rules that trigger actions automatically when certain conditions are met. This helps reduce manual work and ensures consistency in your processes.

What are automations?

Automations are configurable rules that execute actions automatically based on events happening in enrutar. For example, you could set up an automation to automatically change a work order's status when all its appointments are completed.

Setting up automations

To configure automations, navigate to your organization settings. From there, you can create new automation rules by defining:

• Trigger: The event that starts the automation.
• Conditions: Optional criteria that must be met.
• Action: What happens when the trigger fires and conditions are met.

Current capabilities

Automations in enrutar are continuously being expanded. Contact our support team to learn about the latest available automation options and to discuss your specific workflow needs.