Automation

Automations are built on Workflows and triggered when content or assignments move from one workflow status to another.

Admin access required

Administrator level access is required to create and edit automations. However, automations can be fired by changes made by any user.

Transitions

Automation workflows are triggered by a specific automation event:

Type	Description
transition	Item moves from one workflow status to another.
publish	Item moves from unpublished to published OR pending.
create	Item is newly created.
update	Item is updated.
meta-update	Item meta property value is set to a given target value.

Be careful with meta-update

The meta-update transition runs on save, when an item's given meta property matches the given value. The automation will only run ONCE per value. That means, if you want the automation to run again, you have to change its value.

For example, setting the transition to run when a box is checked won't run again until you uncheck the box, save, and re-check the box.

Types

Workflows can be triggered on any or all of the following types:

Type	Description
any	Any of the following types
article	Article content types only
media	Media content types only (currently excludes galleries)
assignment	Assignments only

Actions

Actions are fired in order for each matching automation task. All actions are fired for any given task.

Currently available actions:

Type	Description
Send Email	Send email notifications to select users
Call Webhook	Push content or assignment data to a specified webhook URL
Publish	Automatically publish item (only article and media types)

More actions will be added in the future. If you have a specific request, contact support and let us know.