Planhat

This article provides an overview of Automations in Planhat - what they are and how they can help you

Automations overview

There are many ways you can automate actions - Automations, Workflows, Formula Fields and more - and this article helps you choose

Planhat includes a library of Automation Templates that are simple to modify and apply

You can design Custom Automations if you want to automate processes that aren't covered by Automation Templates

This article describes a variety of practical examples of Custom Automations

Learn how to use replacement codes to configure your Custom Automations and messages in Templated Automations

Use Get steps in Custom Automations to get data from related models/records

Using "Execute Function" steps in Custom Automations you can execute JavaScript functions for ultimate flexibility and function

What is a webhook and how can it be used in Planhat

Automations contain extensive logs, so you can see when an Automation was triggered and what happened in each step

You can enable personal notifications for each Automation, so you are alerted to any failed runs, and can fix the Automation ASAP

Find answers and get help from Intercom Support and Community Experts

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