Automations and Approval Chains

Automations run workflow actions when records match configured triggers. Approval chains define who reviews important records.

Navigation

Open Settings > Automations, or go to /settings/automations.

Automation Rules

An automation rule includes:

Field	Meaning
Name	Rule label.
Entity type	Record type the rule watches.
Trigger	Event such as created, updated, status changed, or field changed.
Conditions	Optional filters that must match before actions run.
Actions	What the rule does.
Priority	Order in which rules are evaluated.
Enabled state	Whether the rule is active.

Supported Actions

Actions can include status updates, notifications, approval requests, and other workflow operations configured by the system.

Approval Chains

Approval chains define one or more approver steps. A step can use:

• Specific users.
• Roles.
• Managers or dynamic approvers when supported.
• All-of or any-of approval rules.

Common Workflows

Create an Automation

1. Open Settings > Automations.
2. Create a rule.
3. Select the entity and trigger.
4. Add conditions.
5. Add one or more actions.
6. Enable the rule after testing.

Create an Approval Chain

1. Open approval chains.
2. Create a chain.
3. Add steps and approvers.
4. Choose whether all approvers or any approver can complete each step.
5. Connect the chain to automation or module settings.

Safety Notes

• Test billing and approval automations with a narrow scope first.
• Avoid rules that repeatedly update the same field unless loops are prevented.
• Review run history when a rule does not behave as expected.
• Keep approval chains aligned with finance and delivery policy.

Related Docs

• Approvals
• Invoices
• Expenses
• Settings and Administration