Step by Step
How to create your first Automation
How to create your first Automation Automation - is an automatic workflow script that connects your applications with each other. Automation consists of an initiating event (Trigger) followed by one or more subsequent actions. Once automation in Albato is activated, the specified actions will be executed every time the selected event occurs. 1. Navigate to the AutomationFew readersWhat is a Trigger event in Albato
Setting Up a Trigger in Albato A Trigger in Albato is an event within your chosen application that initiates your Automated Workflow. This could be a specific event, such as the addition of a New contact in Hubspot, or a periodic event like Retrieving statistics from Google Ads. Triggers, just like Actions or the execution of formatting by Tools, sending data about the event that occurred to Albato. For instance, a Trigger for the appearance of a New task in your task manFew readersSetting Up an Action: How to Transfer Data
Setting Up an Action: How to Transfer Data Once you've added a Trigger Event to your Automation, the next step is to add Actions. An Action - determines what your Automation will do once it's triggered. Usage Example: When receiving a new request via Gmail, you can automatically transfer the data to Google Sheets and notify your team. Your Automation might look like this: When the "GMAIL: New email" Trigger is activated: Action 1: Add a new row to GoogleFew readersConnect Your App Accounts to Albato
Connect Your App Accounts to Albato To ensure the automation you've created works and to facilitate automatic data transfer between your apps, you need to connect them to Albato. This allows Albato to securely access, update, or add data to your apps during the automation process. You can connect your apps to Albato in two ways: Through the "Apps" section Using the Automation Builder Albato allows you to connect multiple accounts of a single app.Few readersAutomation timing
Choose an automation operation mode for data transfer.Some readersFields Settings
The fields that need to be configured vary depending on the selected app and differ from app to app.Few readersDuplicate Search Setting
This step allows you to configure the rule to process duplicates when creating an action on the data's target app.Few readersWebhook catcher
Necessary step for Albato to capture the test data packet from the data source app.Some readersUpdating duplicates
Configure the rule to update fields if you have chosen to process duplicates with record update.Few readers
Features
Tools
Table lookup
Allows incoming data from one system to be replaced with data required in another system.Few readersDate and time modification
Allows you to add or subtract days, hours, minutes. Specify a time zone for a date, change the hours or minutes to a static value.Few readersPhone number formatting
Allows you to set the phone number format.Few readersStop automation on condition
Analogue of a filter "Stop automation". It allows you to set the condition when the bundle stops and continues to work.Few readersMathematical operation
Allows to perform mathematical operations on the data from the previous steps.Few readersFind and replace
Allows you to look up data values from previous automation steps and automatically replace, delete or supplement them.Few readersRows gluing
Allows to turn the dataset into a single variable.Few readersAutomation delay
Allows you to postpone an action for a specified period of time, postponing the next automation step.Few readersData cropping
Allows to set a rule for cropping and using certain data.Few readersRound robin
Allows to set a sequence of values. Every time the automation is started, next value from the sequence will be transferred.Few readersRouter
Allows to set a condition for processing different parts of the bundle. A "IF ELSE" feature analogue.Some readersIterator tool
This tool can convert an array of objects (strings) into separate elements.Few readersRows union
Allows you to analyze datasets from previous steps and, if necessary, combine different sets.Few readersRemove tags
This is a tool that removes HTML tags, for example <div>, <p>, <span>, <br> and others.Few readersSplit string into elements of a row section (array)
Like other Albato tools, it is added between steps of an automation. To do this, click on the "+" and select the tool from the list.Few readersAI tools
The tool allows users to send data received from the previous steps to AI.Some readers
Solutions
Solutions
Solutions are ready-made cases for automation. In fact, Solution is a set of pre-configured automation templates that allows you to install and run a whole set of automation scenarios.PopularHow to create Solution
Creating your own Solution, you will choose automations for various scenarios. Therefore, the automations scenarios that will form the basis of your Solution should be created in your account before you start creating the Solution.Popular