WorkPoint Automate - When an entity site 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 site is created" triggers subsequent steps when a site for an entity on the monitored business module list is created.

An example of use could be on a project management solution, where sites are created for projects once they enter a specific stage. When this happens, a notification is sent to the project manager that they have to perform certain actions for the project.

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

Configuration of the "When an entity site 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.

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