Key Concepts
Automation
An automation is a predefined set of instructions that execute specific actions when triggered by certain events. Automations can streamline routine tasks, reduce manual effort, and ensure timely responses or updates across your workflows.
Events (Triggers)
Triggers are the conditions or events that initiate an automation. When a trigger event occurs (e.g., a new record is added or an existing record is updated), the associated automation is executed.
Available Triggers in Engyn
Record Added: Triggered when a new row is added to the dataset.
Record Updated: Triggered when an existing record is modified.
Record Deleted: Triggered when a record is deleted from the dataset.
Property Updated: Triggered when a specific property of a record is changed.
Generic Record Event: This trigger is activated by an external event, such as a button press or other user interaction mapped to a specific record. When this event occurs, the automation runs on the specific record associated with the event.
Generic Query Event: Similar to the Generic Record Event, this trigger is activated by an external mapped action. However, instead of running on a single record, it operates on every record in the query. This is useful for batch operations, where you want an external event to trigger actions across multiple records.
Applied Automations (Actions)
Actions are the tasks that are executed when the corresponding trigger event occurs. These actions are defined within the automation and are based on the trigger type and the service or platform you're working with.
Engyn Actions
Platform Actions
Send Email: Automatically send an email when a trigger event occurs.
Core Actions
Create Record: Add a new record to a dataset when triggered.
Update Same Record: Modify the existing record that triggered the event.
Update Linked Record: Update Parent Object and Linked Property from the triggered event.
Call Child Query Automation: Trigger an automation from child collection
Call Linked Record Automation: Trigger an automation from linked dataset
Cognition (AI-Powered Actions): Engyn integrates with ChatGPT, enabling you to leverage AI to perform data tasks
Create Record Using AI: Use AI to generate and create a new record.
Create Multiple Records Using AI: Use AI to generate and create multiple records
Update Related Collection Using AI: Use AI to modify related records in a linked collection
Update Same Record Using AI: Use AI to update the triggered record.
Update Parent Record Using AI: Use AI to update the parent record.
Update Parent from a Child Collection by AI: Use AI to update the triggered record using the information from its child collection
Google Integrations
Google Calendar
Create Event: Automatically create a new event in Google Calendar based on the trigger event.