{"id":"bulk.automations","app":"bulk","title":"Build event-driven and recurring Bulk automations","summary":"Combine a trigger, conditions, an action and execution timing.","url":"https://www.simultem-apps.com/wiki/bulk#automations","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/bulk.automations","resourceUri":"wiki://bulk/automations","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02","keywords":["webhooks","recurring","schedule","conditions","actions","preview"],"sections":[{"title":"Create a rule","steps":["Choose the automation workflow and a supported event topic or recurring trigger.","Configure conditions against the selected source. Combine conditions and check their operators and values in the preview.","Choose the target action and set the fields it should change.","For recurring rules, configure the recurrence, local execution time and time zone. For event rules, review the offered delay or execution timing.","Review the preview and submission settings, name the automation, then save it."],"notes":[]},{"title":"Maintain rules","steps":["Use Modify with Automations to load an existing rule and review its trigger, conditions and action together.","Save the reviewed changes or use Delete to remove a rule that is no longer needed.","Check logs after a matching event or scheduled occurrence and verify the resulting change in Apaleo."],"notes":["An event rule needs a matching event after it is enabled; saving a rule does not by itself replay all historical events."]}],"text":"# Bulk: Build event-driven and recurring Bulk automations\n\nCombine a trigger, conditions, an action and execution timing.\n\n## Create a rule\n\n1. Choose the automation workflow and a supported event topic or recurring trigger.\n\n2. Configure conditions against the selected source. Combine conditions and check their operators and values in the preview.\n\n3. Choose the target action and set the fields it should change.\n\n4. For recurring rules, configure the recurrence, local execution time and time zone. For event rules, review the offered delay or execution timing.\n\n5. Review the preview and submission settings, name the automation, then save it.\n\n## Maintain rules\n\n1. Use Modify with Automations to load an existing rule and review its trigger, conditions and action together.\n\n2. Save the reviewed changes or use Delete to remove a rule that is no longer needed.\n\n3. Check logs after a matching event or scheduled occurrence and verify the resulting change in Apaleo.\n\nNote: An event rule needs a matching event after it is enabled; saving a rule does not by itself replay all historical events.","related":[{"id":"msg.automations","app":"msg","title":"Triggers, conditions, actions and timing","summary":"Build a matching rule with explicit scope and predictable execution timing.","url":"https://www.simultem-apps.com/wiki/msg#automations","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/msg.automations","resourceUri":"wiki://msg/automations","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02"},{"id":"tasks.automations","app":"tasks","title":"Build event-driven and recurring task automations","summary":"Configure trigger, conditions, task fields, due date and execution timing together.","url":"https://www.simultem-apps.com/wiki/tasks#automations","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/tasks.automations","resourceUri":"wiki://tasks/automations","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02"},{"id":"bulk.results-and-logs","app":"bulk","title":"Progress, results, logs and recovery","summary":"Distinguish successful changes from failures and investigate one affected item at a time.","url":"https://www.simultem-apps.com/wiki/bulk#results-and-logs","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/bulk.results-and-logs","resourceUri":"wiki://bulk/results-and-logs","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02"}]}