Create an Automation Rule
Build a rule that triggers an action whenever a platform event occurs.
Creating an Automation Rule
- Go to Settings → Automations and click New Rule.
- Give the rule a name.
- Set the trigger — choose the entity type (Ticket, Company, Work Order…) and action (created, updated, deleted, or *).
- Add optional filters — shallow field checks against the event (e.g. only tickets where priority = high).
- Add conditions — run-time checks using operators: eq, neq, gt, contains, changed-to.
- Add actions — notification.send, ticket.create, ticket.update, crm.update_company, email.send, or webhook.emit.
- Click Save & Enable.
Test a rule
Click Test Run to evaluate the rule against the last 10 matching events without executing actions.
Where to go next
- Understand the whole module → How Automation Works
- Next in this module → Automation Action Types
- Import Legacy Automation Rules
- See where this fits in the bigger picture → Start Here: What Plenix Is and How It Fits Together
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