How to Edit an Automation with Multiple Triggers

Follow the steps below to add multiple triggers and edit them in an automation:

Step 1: After setting the title, module and job of the automation, click “Add Start Trigger”.

Step 2: Select the trigger.

Step 3: Click “Add Another Trigger”.

Step 4: Select the “trigger”.

Step 5: Click on the top-right corner to edit the trigger conditions.

Step 6: Here you can use one of the two filter logics:

‘AND’: This logic will activate the automation only when both the triggers are met.

‘OR’: This logic will activate the automation even if one of the triggers is met.

Step 7: Click “Apply”.

Now, you have set the filter logic for your automation successfully.

Note: You can also add a Utility trigger for automation. You can create custom fields from the Page Layout.

Step 1: Click “Add Another Trigger”.

Step 2: Click “When Field Has Value”.

Step 3: Select event from the dropdown.

Step 4: Enter the field value.

Note: The "When Field Has Value" condition functions similarly to an "If Field Value" check in an if/else logic. It verifies whether a specific field, such as contact email, matches the value entered in the Field Value box.

If you enter abc@example.com, the condition will trigger only when the contact email exactly matches that value.
If you leave the Field Value blank, the condition will trigger as long as the contact email field is not empty.

Step 5: Click “Save”.

Your trigger is created successfully.