How to Edit an Automation

Editing an automation allows you to review information, customize actions, and ensure it continues to meet your team’s needs.

1st Step: Accessing the Automations Administration Module

In the lower left side menu, click “Automations” to open the full list.

2nd Step: Selecting the Automation to Edit

In the automations list, locate the desired rule and click on it to open the edit form.

3rd Step: Adjusting Basic Fields

In the form, you can update:

• Name: rename the automation to better reflect its purpose.
• Group: move the automation to another group or create a new one.
• Description: detail or update the automation purpose.

4th Step: Changing Entity, Event, or Action

If needed, modify the main parameters without creating a new automation:

• Entity: change the object linked to the automation (Pipeline Cards, Database Records, Tasks, or Users).
• Event: choose a new trigger such as Create, Update, Delete, Move, or Task Completed.
• Action: replace the executed activity, such as sending an email, moving a card, adding a note, triggering a webhook, among other options.

Example: an automation configured as Create Card → Send Email can be changed to Move Card → Add Note, adjusting the flow without starting from scratch.

5th Step: Configuring Conditions

Edit, add, or remove execution conditions by adjusting fields, operators, and values.

6th Step: Saving Changes

After completing the adjustments, click “Update Automation”. The automation will be updated and will take effect immediately.

Best Practices:

• Review carefully before saving to avoid incorrect changes.
• Document the automation logic in the description for easier maintenance.
• Test with sample records after critical changes.
• Keep consistent naming across similar automations.

Conclusion:

You have learned how to edit an automation by adjusting basic fields, entities, events, actions, and conditions to ensure rules continue working as expected in octapipe. If you have any questions, contact our support team.