MAYA

Creating a no-code automation rule

A rule starts from an object and a trigger, and runs up to five internal actions; it never touches money and sends nothing outside the company.

Rules are created in Administration, Artificial intelligence, then No-code automations, with automation administration rights.

A rule applies to an object (contacts, deals or support tickets) and starts from a trigger: on creation, on a field change, or on a due date. All its conditions must be true, then it runs one to five actions: create a task, notify a person in the company, set a field, assign the record.

A rule never writes an amount, deletes nothing, sends nothing outside the company, and does not set a status that has effects, such as winning a deal or closing a ticket: those actions go through their own module.

A rule starts switched off and does not catch up on the past. It does not trigger on its own write, and beyond three applications to the same record in 24 hours, it stops itself. It is not deleted: it is switched off.

It follows All my settings: in Prudent, it writes nothing and tells its author what it would have done; in Balanced and Autonomous, it acts. A rule whose module is closed does not run.

The MAYA then Automations screen is something else: the queue of automatic actions, where those waiting for a person show as to be approved.

PlansIncluded in every plan.