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Automation Logic

Master the fundamentals of workflow automation with this guide to triggers, actions, and webhooks.

The "If This, Then That" Paradigm​

All automation follows a simple pattern:

Core Concepts​

Triggers​

Triggers are events that start your automation. They answer the question: "When should this run?"

Common Trigger Types:

  • Form submission
  • New email received
  • Calendar event created
  • Database record updated
  • Webhook received

Actions​

Actions are what happen after a trigger fires. They answer: "What should we do?"

Common Action Types:

  • Create record
  • Send notification
  • Update spreadsheet
  • Call API endpoint
  • Generate document

Conditions​

Conditions filter when actions should run. They answer: "Should we proceed?"

Real-World Example: Typeform to Slack​

Here's a practical automation that notifies your team when someone submits a form:

Configuration Steps​

  1. Trigger: New Typeform Submission

    • Select your form
    • Map response fields

  2. Filter: Check Lead Score

    IF {{score}} >= 80

  3. Action: Send Slack Message

    Channel: #sales
    Message: "New hot lead! {{name}} from {{company}}"

Webhooks Deep Dive​

Webhooks enable real-time communication between applications.

Incoming Webhooks​

Receive data from external services:

{
  "event": "form.submitted",
  "timestamp": "2024-01-15T10:30:00Z",
  "data": {
    "name": "John Doe",
    "email": "john@example.com",
    "score": 85
  }
}

Outgoing Webhooks​

Send data to external services when events occur in your system.

Best Practices​

  1. Error Handling - Always have a fallback path
  2. Rate Limits - Respect API limitations
  3. Logging - Track automation runs for debugging
  4. Testing - Use test mode before going live
  5. Documentation - Document complex workflows