Atlas CRM Cloud
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  • Getting started
    • Checklist
    • Core concepts
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    • Templates
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    • Access and User roles
      • Granting access to Atlas CRM
      • Customising User roles
    • Automations
      • Triggers
        • Issue created
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        • Contact linked to issue
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      • Actions
        • Link company based on custom field
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        • Link contact based on reporter's email
        • Link company based on reporter's email
        • Copy template fields to custom fields
        • Link a linked company
        • Link a linked contact
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      • Configure an automation
        • Select trigger and actions
        • Publishing your automation
        • Disabling an automation
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  1. Admin configuration
  2. Automations

Configure an automation

Last updated 2 years ago

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First navigate to Automations in Atlas CRM settings.

To begin configuring an automation, you will need to select a Jira project. Once you have selected a project, press the button "Start from scratch" to start a new automation.

Publishing your automation
Disabling an automation
Select trigger and actions