The Automation Center V2, which provides a more streamlined, easy-to-use UI, allows you to create rules to trigger automation between Fountain products and third-party systems. In this article, we'll discuss how to create an automation rule in the Automation Center V2 and explore real customer examples.
Are you using Automation Center V1? Review the V1 building rules article here.
Building an Automation Rule
To build an automation rule, follow the steps below:
Click your company logo in the bottom left corner. Then click Settings.
Click the Automations V2 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. If you do not see V2 in the title of the tile, review this article for V1 steps.
Click +Add Automation.
In the Source section, choose the change type tile based on the automation you want to build. You will choose the An applicant, A worker, or Compliance tile.
In order to build an applicant-related automation, you must have the Fountain Hire product enabled in your account.
In order to build a compliance-related automation, you must have the Fountain Compliance product enabled in your account.
In the Trigger section, click +Add and then choose the trigger.
For applicant automations, you can select from various options such as when an applicant attribute changes, when an applicant is created, when an applicant stage changes, or when an applicant stage changes to. Based on what you select, you may need to select additional items, such as the stage. Click Apply after additional selections.
For worker automations, you can select from various options such as when a worker's attribute changes, when a worker is created, when a worker is updated, when a worker status changes, or when a worker is deleted. Based on what you select, you may need to select additional items, such as the worker attribute to monitor. Click Apply after additional selections.
For Compliance automations, you will only have one option: when a Compliance document's status changes. You will then select either pending, approved, or rejected and click Apply.
You can optionally add additional layers of triggers by clicking +Add in the Trigger section.
In the Filters section, click +Add to add an optional filter. These filters can help narrow down when the automation will apply. For example, if you chose to build a worker automation, you can add an optional filter for "Only if worker's status is pending". Based on what you select, you may need to select additional items, like the status type. Click Apply after additional selections.
In the Actions section, click +Add to add the action you want to automation rule to take. Only one action can be selected per automation.
Actions can be taken on the applicant/worker or on the associated applicant/worker if using both hiring and retention Fountain products.
The options available for actions will vary based on your selection in the Source section.
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. Click Apply after additional selections.
Click Next in the top right corner.
Name the automation rule and add an optional description.
Click Activate to immediately activate or Save to save as a draft for activation later.
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? Click the code icon to the right of the Trigger, Filters, or Actions sections for a detailed list of automation code that can be copied.
Customer Examples
My company wants to update the applicant's contact information in Fountain Hire when a worker's phone or email has changed.
Source = A worker
Trigger = When worker attribute email changed to any value OR worker attribute mobile phone changed to any value
Actions = Update contact information in the worker's Applicant Profile
When an applicant is moved to the stage "offboarded" in Hire, I'd like their worker status to change to terminated.
Source = An applicant
Trigger = When an applicant stage changes to "offboarded"
Actions = Update worker status to Terminated/Resigned
Related Articles
➡️ Other Automation Center articles: