TimeTonic Automations

It is possible to automate certain processes simply with TimeTonic's native automations.

Automating your database allows for example to automatically change statuses, create links, modify amounts, etc.

In this tutorial, we will show you how to configure your automations for :

1. Write a value in a field

2. Send an email with or without an attachment.

Copy the value of a field

1. Click on the Automate button and then on Automate with TimeTonic.

2. Add a new automation.

3. Give the automation a name.

4. Enter the trigger field and the conditions under which the automation will be carried out.

It is now possible to carry out an automation in the case where the condition is not met.

We have the following diagram:

When "column" is modified,

If ...

Then (choose an action)

Otherwise (choose an action)

5. Click on (choose an action) and select Copy field value.

6. Enter the text or field to be copied into the destination field. Click on save.

7. Check that the automation is active. Click on OK.

Sending an email requires the email option as the automation uses your own email account configured in a Smart-Table of the email account

Important note: it is necessary to set up an Email accounts table before you can perform this automation.

1. Click on the Automate button and then on Automate with TimeTonic.

2. Add a new automation.

3. Give the automation a name.

4. Enter the trigger field and the conditions under which the automation will be carried out.

5. Click on (choose an action) and select Send email.

Click on to set up the email:

Automation option

You have different options on the automations, accessible via the three little dots button:

You can :

- Edit the title and description

- Display the logs: the logs are the history of the automation, it allows to track its triggering.

- Duplicate the automation