WorkPoint Automate - When an entity is created

Article last updated on the 9th of January, 2023.

Note that running system processes requires an active connection. You can set up a connection in the Process Builder.

The "When an entity is created" trigger will execute the subsequent steps in the process once an entity is added to the monitored business module list.

An example of use could be on a case management solution, where the system sends an e-mail to a team leader when a case worker adds a new case in the system.

When adding the "When an entity is created" trigger, you should see the following:

Configuration of the "When an entity is created" trigger is split in two tabs; the Options tab with settings for which location to monitor, and the Conditions tab to set up conditions.

You can find more general information about triggers in this article.

You can read more about trigger options in this article, and more about condition options in this article.

Have more questions? Submit a request