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Understanding automation

This article looks at

  1. What is automation
  2. What are triggers and actions
  3. How to add a customized trigger
  4. How to add an action to a trigger

1. What is an automation

Automation is the ability to get Arthur to carry out day to day activity on behalf of the client. Examples would include the tenancy journey and workflow management as well as many other days to day activities

2. What are triggers and actions

Triggers are defined as those day to day scenarios that occur in property management. When triggers occur they will set off a series of actions defined by the client. Actions include;

  1. Tasks
  2. SMS
  3. Email
  4. Notifications
  5. Webhooks
  6. Field updates

We have pre-populated Arthur with over 200 system triggers and actions which Arthur will carry out on your behalf. Together with customers’ own customized triggers and actions, clients have a lot of ability to automate their processes.

If we have missed any triggers, actions, or variables please contact our support so we can add them to the system.

Go to prefrences>automation

 

Below shows an example of a trigger and corresponding actions

The trigger is tenancy expiring

The actions include:

  • Email tenant
  • Notify team

 

3. How to add an action to a trigger (system or customized)

This is explained in  how to add actions to a trigger

 

4. How to build customized triggers

A manual trigger is created by the client with the client defining where it should sit and what the conditions are that trigger the actions

This is linked to How to create customized triggers

 

 

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