Automations

Atlas CRM Automations makes it possible to configure actions that should be taken upon an event

An Atlas CRM automation is a combination of a trigger and one or more actions.

A trigger is an event that starts the execution of the configured actions. An example for a trigger is "Issue created". The actions will be executed when an issue has been created in Jira.

Each trigger has a different set of actions that can be configured.

Use cases

Filter Jira issues with Atlas CRM data using JQL

Atlas CRM blueprints: Autolink Customer to Service Desk request

Triggers

Publishing your automation

Configure an automation