Create or edit an automation rule
Define when a rule runs (trigger), optional conditions and what it does (actions), then save it as draft or active.
BV
Written By Björn von KänelLast updated 14 days ago
Every rule follows the same pattern: When this happens…, optionally Conditions, Then do this….
Who can do this: team members with permission to create or edit automations.
- Create a rule from a template or open an existing rule with Edit. Under When this happens… choose the Module (Events, Contacts, Booking requests, Messages, Shifts, Inventory) and the Trigger, e.g. Event created, Status changed, Custom field changed, Before or after a date field, On a schedule (recurring) or External webhook (inbound). For date triggers set Date field, Offset, Unit, Direction, Check time and Timezone.
- Open Conditions to run the rule only for some records. Click Add Condition, choose a Field, an Operator (is, is not, contains, is empty …) and a Value. Use Add Group for alternative condition groups (max. 10 conditions).
- Under Then do this… pick the action type, e.g. Send notification, Send email, Update field, Create task, Assign user, Add tag, Call external API (webhook) or Conditional branch (if/else). Use Add action for more steps. Insert record values with variables such as {{entity.name}}.
- Under Rule Settings enter a Name and Description and choose the Status (Draft, Active, Paused, Archived). Click Save Rule.
Good to know
- If saving fails with "Schedule requires time or check_time…", enter the Check time again and save once more.
- The Open Flow Editor button is not available yet.
- Slack and Google Calendar actions are greyed out until those integrations are connected.
Related articles Automation rules overview · Test a rule and check its logs and history
Applies to VenueMaster3000 v0.53.1 (as of 2026-10-27)
Was this helpful?
Your feedback shapes what we write next.
Related articles
Automation rules overviewFind, filter and manage your if-this-then-that rules and start a new rule from a template.Test a rule and check its logs and historySimulate a rule with sample data, review execution logs and see the version history of a rule.Create an eventCreate a new event in four short steps: essentials, schedule, visibility and shifts, artists and tags.Create e-mail templatesBuild reusable e-mails with variables for recipient, event and sender details.