# Managing Automations

{% hint style="info" %}
Admin Tools -> **Automations**

Using this tool requires the **Service Admin** role.
{% endhint %}

Automations are custom actions performed automatically on cases in an inbox on specific events when a set of conditions is fulfilled. The automation is defined for a specific inbox and applied to the cases in the inbox.

## Creating an Automation

* Go to Admin Tools / Automation.
* Select a unit.
* Select an inbox.

<figure><img src="https://2572483209-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8vfRpZGqpk7N0egaXMQ8%2Fuploads%2FFDTgSZhnRAMtB9gKENYs%2Fimage.png?alt=media&#x26;token=8da0decc-6cc2-4e60-b93a-c4fcaa8c6b9f" alt=""><figcaption></figcaption></figure>

* Click New Automation to open the New Automation dialog.
* Choose a trigger from the dropdown list and enter a descriptive name for your automation. The trigger determines the event on which the automation is triggered.
* Click Create.

To learn more about triggers, see:

{% content-ref url="../../understanding-the-basics/process-management/automation/automation-triggers" %}
[automation-triggers](../../understanding-the-basics/process-management/automation/automation-triggers)
{% endcontent-ref %}

## Automation Settings

### Automation Tab

To activate the automation, **all specified conditions must be met**. This section defines the conditions and actions critical for the automation's operation.

<figure><img src="https://2572483209-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8vfRpZGqpk7N0egaXMQ8%2Fuploads%2Fv2iJqSrc2FZXEhaey9kL%2Fimage.png?alt=media&#x26;token=89952a5a-6929-495e-942b-c9894cebddb0" alt=""><figcaption><p>The Automation Tab</p></figcaption></figure>

#### Adding Conditions

* Click Add Condition to open the Add Condition dialog.
* Choose a condition from the dropdown list.
* Depending on your chosen condition, you will need to enter different parameters.

#### Adding Actions

* Click Add Action to open the Add Action dialog.
* Choose an action from the dropdown list.
* Depending on your chosen action, you will need to enter different parameters.

### Settings Tab

* **Name:** A unique descriptive name.&#x20;
* **Description**: Free-text description.
* **Trigger:** Use the dropdown to change the automation's trigger.
* **Enabled:** Uncheck this box to deactivate the automation. **Inactive automations never run**.

## See Also

{% content-ref url="../../how-to-guides/automations/how-to-use-automation-to-send-sms" %}
[how-to-use-automation-to-send-sms](../../how-to-guides/automations/how-to-use-automation-to-send-sms)
{% endcontent-ref %}

{% content-ref url="../../how-to-guides/automations/how-to-use-automation-to-move-a-case-to-another-inbox" %}
[how-to-use-automation-to-move-a-case-to-another-inbox](../../how-to-guides/automations/how-to-use-automation-to-move-a-case-to-another-inbox)
{% endcontent-ref %}

{% content-ref url="../../understanding-the-basics/process-management/automation" %}
[automation](../../understanding-the-basics/process-management/automation)
{% endcontent-ref %}

