To set up an automation, you begin by creating a pipeline. This takes you to a canvas where you can lay out your automation flow. You can select from various event triggers, link them to different actions, and even create a chain of actions that are carried out in progression. You can have multiple chains of event triggers and actions in one pipeline.

To get started, go to the Orchestrate page from the left panel.

Create a pipeline

1. In Orchestrate, click + New Pipeline.
2. From the left panel, click and drag a trigger component onto the canvas: event or action (if applicable).
3. From the left panel, click and drag an action that should be triggered by the first component: Send webhook, Send email, or Custom actions.
4. You can configure each component's properties in the right panel.
5. Click on a point on the trigger component's border to link it to the corresponding action to connect them.
6. You may choose to include multiple event triggers, and/or a chain of actions that take place, one after the other (optional).
7. Once you've configured the pipeline, click Save. The pipeline will then be enabled and will wait for the event trigger specified.

Pipeline editor

The Pipeline Editor is where you create trigger-based automations. At its core is the canvas, a central space where you design your automation by dragging events and actions from the left panel and connecting them. Each event and action comes with its own configurations, which can be set up in the right panel by clicking on each card individually.