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Automation Center

Use the no-code Automation Center to streamline workflows across Fountain and third-party platforms

Updated over 2 weeks ago

The Fountain Automation Center allows you to streamline workflows across Worker Experience, Hire, or connected third-party platforms. Designed for flexibility and ease of use, it enhances data flow, enables deep customization, and empowers users with an intuitive, no-code interface to manage complex automations.

Key capabilities include:

  • A powerful rules engine, which is also used in Fountain Compliance, Pulse, and Shift products

  • A comprehensive library of Triggers (events and conditions) and Actions for precise automation control.

  • A streamlined UI for your company's implementation team with a Zapier-like experience

  • The ability to respond to Fountain Hire events and trigger actions within Fountain Hire or connected third-party platforms.

With customizable automation workflows, the Automation Center accelerates implementation, increases system agility, and expands integration capabilities across the entire Fountain platform.

Interested in using the Automation Center? Reach out to your Fountain Customer Success contact or [email protected] to enable it in your account.


Building an Automation Rule

To build an automation rule, follow the steps below:

  1. Click your company logo in the bottom left corner. Then click Settings.

  2. Click the Automations tile. If you do not see this tile, reach out to your Fountain Customer Success contact or [email protected] to enable the Automation Center in your account.

  3. Click +Add Automation in the top right corner.

  4. On the right, type a title and optional description for the rule.

  5. Decide if the automation will occur based on an applicant or worker initial event.

    1. Choose applicant if you want the automation to start based on something happening in Fountain Hire.

    2. Choose worker if you want the automation to start based on something happening in Worker Experience.

  6. Choose the condition(s), also called triggers.

    1. For Fountain Hire initial event rules, you will select from applicant activity, application stage, or applicant transitions to.

    2. For Worker Experience initial event rules, you will select from worker event record, worker attribute change, or worker attribute stage.

    3. You can add additional layers of conditions by clicking +Add condition.

  7. Click Apply.

  8. You can change the way the rule will function by changing the AND to OR. This will look at multiple conditions on either an AND or OR basis. This can help you essentially build two rules within one rule!

  9. You can also choose to add more conditions or a subgroup by clicking +Add:

    1. Adding conditions: Provides the flexibility to add as many conditions to your rule as needed.

    2. Adding subgroups: Subgroups are used if you want to have both AND/OR operators in your rule.

  10. Choose the action(s).

    1. Depending on the action you select, you may have additional required selections. For example, if you choose the action "Reject applicant", you will also be prompted to select a rejection reason.

  11. Click Activate on the right when finished.

Once a rule is created, it can be viewed on the main Automation Center Settings screen. Click the 3 dots button to the right of the rule to pause, edit, or delete the automation.

Click Explore Logs to review previously created rule success. Rules can be organized by the top tabs: All, Suspended, or Failed.

Need to copy automations to another automation? Use the button between conditions and actions for a detailed list of automations.


Triggers and Action Options

When building a rule in the Automation Center, you'll have access to a number of different triggers (events and conditions) and actions. Click the categories below to expand and review.

Triggers on Applicants

  • Applicant created

  • Assessment completed

  • User updates a data field

  • Data Collection stage completed

  • Data Validation completed by user

  • Uploaded file approved

  • Uploaded file rejected

  • File uploaded

  • Data field edited by a Rule stage

  • Signature request opened

  • Signature request signed by applicant

  • Interview slot canceled

  • Interview completed

  • Interview scheduled

  • Interview rescheduled

  • Stage transitioned Idle Rule triggered for applicant

Triggers on Workers

  • Worker attribute

  • Whether the worker has been created, updated or deleted

  • Worker custom attribute changed (Eg. When a worker's attribute 'Favorite Color' is changed from 'Red" to Green")

  • If worker's Onboard status is ____

  • If worker's 1-9 Center status is ____

Actions on Applicants & Workers

  • Reject the applicant

  • Approve the applicant

  • Move applicant to the On Hold stage

  • Transition applicant to a specific stage

  • Create a worker matching the applicant

  • Update a worker when the applicant is updated

  • Terminate a worker

  • Trigger an applicant webhook

  • Run a custom script (coming soon)

  • Update the worker status

  • Send webhook

Important Note:

New triggers and actions may have been added since this article was published.


Customer Examples

My company uses the I-9 Center as a PAPI integration stage within the Fountain Hire application. Once an applicant completes their I-9 form, I want users to be able to view it in the Applicant Profile of Fountain Hire

  • Initial Event = When a change is recorded for a worker

  • Conditions = When I9 Status Changes (WX)

  • Actions =

    • Attach I9 document ot the applicant Hire Profile

    • Add a label on applicant Hire

    • Update applicant attributes in Hire

When an applicant is moved to the stage "offboarded" in Hire, I'd like their status in Worker Experience to change to terminated.

  • Initial Event = When a change is recorded for an applicant

  • Conditions = Applicant Stage changed (Hire)

  • Action = Update worker status in WX


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