Manage Automations in BindHQ

Introduction

This article explains how to create, edit, and use Automations in BindHQ. Automations help streamline routine tasks by allowing you to set up rules that trigger specific actions automatically.

Create & Edit Automations

Admins can access Automations by selecting "Settings" from the sidebar navigation menu, choosing "Customizations", and then "Automations".

To see the list of Automations, click "Browse, view & create Automations".

To create a new Automation, click the "Create New Automation" button, then select the desired trigger event. This trigger event will evaluate the criteria for the Automation and execute the configured steps.

The currently supported trigger types are:

• Application Created

• Quote Created

• Policy Created

• Policy Expiration

• Policy Voided

• Endorsement Issued

• Endorsement Invalidated

• Claim Created

• Invoice Due

When creating a new application, please make sure all required fields are filled out to successfully configure the Automation.

Conditions

Conditions are the criteria evaluated each time a trigger occurs in the system, such as when an application is created or a policy is bound. You can use "And" and "Or" logical operators to define the logic. Conditions determine whether the automation should be executed. For example, you might configure the automation to run only for 'New Business' applications or exclusively for risks located in Texas.

The Default Outcome can be set to "Yes" or "No," with a default Outcome that applies if neither condition is satisfied. A "Yes" Outcome will trigger the corresponding Actions, while a "No" Outcome will prevent them from running.

Actions

Actions consist of a series of events triggered when the evaluation results in a "Yes." The currently supported action types include [describe the actions that occur when they are executed].

• Send an Email Action
  This action enables you to send an email using a predefined template. [Learn more here.]

• Create Task Action
  This action allows you to create a task linked to the relevant application or policy.

• Webhook Action
  Outgoing webhooks facilitate the transfer of BindHQ activity to external services and custom integrations.

• Quote Application
  This action allows to create a quote for the application automatically. If a program is selected, then underwriting rules, rating calculations and form rules are automatically applied.

Inactivate and Reactivate Automations

System Status allows you to archive or reactivate an automation.

Setting the automation to inactive will immediately prevent it from running, and it will not be displayed in the automation listing by default.