With Trackdesk and Albato, you can easily create custom automations using a visual, no-code builder. This allows you to connect Trackdesk with your preferred business tools and design workflows that fit your specific needs.
1. How to Build a Custom Automation
Step 1: Launch the Builder
Log in to your Trackdesk dashboard.
Navigate to the Integrations page in the left-hand menu.
Click on the Custom automations tab.
Step 2: Add a New Automation
In the window that appears, click the New automation button to create a new record for your workflow.
Step 3: Select Your Trigger
Choose the event that will start your automation.
Select the app where your data originates (e.g., Trackdesk).
Pick the specific event that triggers the workflow, such as a new affiliate registration or a conversion event.
Connect the relevant account to proceed.
Step 4: Add Your Actions
Decide what should happen automatically after the trigger occurs.
Choose a destination app to transfer data to, such as a CRM (like HubSpot), an email marketing tool, or a spreadsheet.
Select the specific action you want to perform (e.g., "Create new Contact").
Authenticate and connect the external account.
Step 5: Activate Your Workflow
Once your setup is complete, click the Start button at the bottom of the screen. Your automation will now run automatically whenever your trigger event occurs.
2. Advanced Customization (Optional)
Configure Filters and Map Fields
To make your automation even more precise, you can:
Set up filters: Ensure the automation only processes events that meet certain criteria.
Map data fields: Connect specific Trackdesk data points to the corresponding fields in your connected app.
Use Advanced Tools
Improve your workflow functionality using advanced data processing tools. There are many, but among them are, for example:
Router: Direct the automation down different paths based on specific parameters.
Date and Time: Reformat date strings to match your destination app.
Math Operations: Process calculations automatically during the automation.
Automation delay: Delays the next step for a specified number of minutes.
