This event executes a job when a single record is added to a related data set.

The record:

  • Was added with the API method ​relatedDataCreateRecord.​

  • Was associated with an email, mobile or fax address of a contact.

The automation will not execute:

  • If the contact associated with the record cannot be found in the system.

  • If the record is associated with a contact, but not via his email, mobile or fax address.

Hint:

The designation (C) means contact-related. In general, you only combine contact (C) events with contact (C) jobs. For more information, see ​Contact (C) vs. System (S) Automations​

General

​Name​

Defines the name of the automation. The name is used to identify the automation in the system. The maximum length is 100 characters.

​Description​

Provides information about the automation. The description makes it easier to identify the automation in the system.

​Event​

Selects the type of event that, when combined with a job, forms the automation. Every time this event occurs, the system executes the dependent job. The job is defined in the ​Edit Event-based Job​ window.

Recommended Automations​

An automation is a combination of an event plus a resulting job. The following combinations are recommended. It is possible to create other combinations, as well, but not all combinations of events and jobs result in meaningful system behavior.

  • Related Data: Record Added (S) + Send Prepared Message to Contact (C): This combination sends a prepared message to a contact when a record is added to his related data set.

Define Event​

This area defines the specific parameters of the event.

  • Related Data Set: This drop-down field defines the related data set to which the record is added.

  • Success: This drop-down field limits the event to a successful or unsuccessful addition. If this field is not set, both successful and unsuccessful attempts to add a related data record initiate the job.

    • Yes: The job is only initiated if the related data record was successfully addded.

    • No: The job is only initiated if the related data record was not successfully addded.

  • Parameters: These fields are not appropriate for this event.

  • Parameters: This button creates three additional fields. These fields limit the event to records added to a specific related data key.

    • Equals: The related data key exactly matches the value in the input field.

    • Does Not Equal: The related data key does not match the value in the input field.

    • Starts with: The related data key starts with the value in the input field.

    • Ends with: The related data key ends with the value in the input field.

    • Matches [Regex]: The related data key matches the regular expression in the input field.

    • =: The related data key equals the value in the input field (only for numeric, boolean and date values).

    • !=: The related data key does not equal the value in the input field (only for numeric, boolean and date values).

    • >: The related data key is greater than the value in the input field (only for numeric, boolean and date values).

    • <: The related data key is less than the value in the input field (only for numeric, boolean and date values).

Actions

The following actions are available: