FAQ: Automation Builder

What happens if trigger conditions are met, but an action condition is not met?

The automation will still run, but the specific action which conditions are not met will be skipped.

Other actions in the automation will continue to execute according to their configured order.

Do actions inside one automation run simultaneously?

Actions within a single automation run sequentially, meaning they execute one after another.

Separate automation workflows can run in parallel, as there is no global execution order between different automations.

Can I assign multiple users or a permissions group in the 'Assign Team Member' action?

Yes. You can assign either multiple users or a permissions group. The system supports multiple assignment methods, including load-balanced and round-robin selection.

What happens if I use 'Assign Value' but the variable is not on the application tab?

From the UI perspective, nothing changes immediately. However, the system still updates the variable value on the backend and records the change in the application history.

If the variable is later added to an application tab, it will appear with the previously assigned value already populated.

How can I automatically reject an application after a certain number of days in processing?

This can be configured using Automation Builder.

Configure an automation with:

A Time Delay trigger set to the desired number of days
A Change Application Status action set to Rejected

Add a run condition ensuring the application status is not already Approved or Rejected to prevent the automation from triggering on completed applications.

Can multiple automations run for the same event?

Yes. Multiple automations can run for the same event or condition. Each automation executes independently according to its own configuration.

What happens if two automations update the same variable?

If multiple automations update the same variable, the updates are processed in the order they are executed.

The last update applied will determine the final value stored in the variable.

Can automations trigger other automations?

Yes. If one automation updates application data, variables, or workflow statuses, it can activate other automations that depend on those changes.

Can I temporarily disable an automation without deleting it?

Yes. To stop an automation from running, you can remove its trigger.

Where: Lending Setup → Automation Builder → Open Automation → Click the X icon to remove the trigger

Removing the trigger prevents the automation from executing while keeping the automation configuration unchanged.