Create a new automation in OutSmart

Create your first automation with a name, trigger, criteria, and actions.

An automation in OutSmart consists of four parts:

• a clear name
• an event or trigger
• one or more criteria
• one or more actions

Together, these parts determine when something happens and what OutSmart does next.

1

Open Automation

Go to Settings → General → Automation.

2

Start a new automation

Click Add in the top-right corner.

3

Give it a clear name

Use a name that explains the purpose immediately.

For example: Inform customer when work order is completed.

4

Choose a trigger

Select an event from the list.

For example:

• Work order marked as completed
• New portal request
• Quotation status changed

5

Add criteria

Use criteria to make the automation more precise.

You can combine multiple criteria.

6

Set actions

Choose which action or actions should run when the trigger fires.

You can add multiple actions in sequence.

7

Save

Click Save in the top-right corner.

Frequently asked questions

Can I combine multiple actions in one automation?

Yes. You can set multiple actions one after another.

What if I want to set multiple conditions?

Add multiple criteria. This makes the automation more specific.

Can I test the automation?

Yes. First use a test situation, such as a test customer or test work order, and then check the result.

Related topics

• What is Unlimited Automations?
• Price management through automations
• Notification log