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Types of Automation Steps

Trigger Steps

An automation starts with a specific event called a Trigger step. This event can be actions like filling out a form, receiving an email, or reaching a certain time, like midday on Monday.

Trigger steps both start the automation and provide the necessary data for it to run. Multiple triggers of different types can start the same automation as long as they supply the required data.

Here are the types of Trigger steps in GoAutomate.

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Teams

Start an automation when a form is filled out in Microsoft Teams.

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Power Automate

Use Power Automate integration to start an automation.

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SharePoint

Start an automation when a SharePoint list or folder is updated.


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Schedule

Start an automation on a set schedule.

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Email

Start an automation when an email arrives.

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SMS

Start an automation when a text message arrives on a mobile number.


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Web

Start an automation based on a website interaction.

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Webhook

Let other apps and services start your automation.

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Zapier

Use Zapier integration to start an automation.

Control Steps

Control steps let you manage the flow of your automation. They let you create different branches and loop back to previous steps. They also mark the start and end of an automation.

Here are the different types of Control steps in GoAutomate.

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Start

A control step that marks the beginning of an automation.

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End

A control step that marks the end of an automation.


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Branch

Controls the flow of an automation by allowing different paths based on conditions.

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Merge

A control step that combines multiple paths into one.

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Loopback

A control step that makes the automation return to a previous completed step.

Activity Steps

Activity steps are tasks that need to be done. They can be completed automatically by a system or manually by a person. When a step is automated, it is performed by a system or service without any human involvement, whilst manual steps might be performed by someone in your team, a customer, or a supplier.

Here are the types of Activity steps in GoAutomate.

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Teams

A task or action that someone in your organisation needs to perform in Microsoft Teams.

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Coming soon

Power Automate

Use Power Automate integration to trigger a Power Automate flow.

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Coming soon

SharePoint

Add an item to a SharePoint list or upload a file to a SharePoint folder.


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Coming soon

Email

Write and send an email.

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SMS

Create and send a text message.

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Notify

Send a message to someone in Microsoft Teams through chat.


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Coming soon

Webhook

Let other apps and services start your automation.

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Coming soon

Zapier

Use Zapier integration to trigger your Zap.