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Automations

Automations help you reduce manual work by automatically performing actions when specific events occur. With Amplify, you can create rules that react to fax activity or document changes and keep information moving without constant oversight. Automations are flexible and can be used across teams to organize files, trigger workflows, and route documents consistently.

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How Automations Work

Each automation is made up of three parts: a trigger, optional conditions, and one or more actions.

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Triggers

Triggers define when an automation starts. You can choose from:
  • Fax Delivered
  • Fax Received
  • Fax Failed
  • Fax Updated
  • Document Added
  • Document Updated
Only one trigger can be selected per automation.
The automation will run every time the selected trigger event occurs.

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Conditions

Conditions let you control which items qualify for an automation. You can apply rules based on available attributes such as:
  • Priority
  • Sender
Conditions can be configured in two ways:
  • All – every condition must be met
  • Any – at least one condition must be met
This allows you to fine-tune automations and avoid unnecessary executions.
Start with narrow conditions and expand them gradually once the automation behavior is validated.

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Actions

Actions determine what happens next when trigger and conditions are met. Available actions include:
  • Move to Folder (including Cloud Sync folders)
  • Add Workflow
  • Select Export File Format (for Cloud Sync destinations)
You can add multiple actions to a single automation.

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Managing Automations

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Automation List

The Automations page provides an overview of all configured rules, including:
  • Automation name
  • Trigger type
  • Created date and creator
  • Last modified and last executed timestamps
  • Status (Active or Inactive)
From this view, you can quickly enable, disable, or manage automations.

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Reorder Automations

Automations are validated and executed from top to bottom. Use Reorder to control priority when multiple automations could apply to the same event.
Execution order matters. Higher automations may prevent lower ones from running if overlapping conditions exist.

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Editing an Automation

When creating or editing an automation, you can:
  1. Enter an automation name
  2. Select a trigger
  3. Define conditions (All or Any)
  4. Add one or more actions
  5. Choose whether to skip other automations after execution
This makes it easy to support both simple and advanced use cases.

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Credits & Usage

Each automation execution uses 1 credit per task.
Active automation count and credit usage are visible in the Automations interface.

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Healthcare Examples (Optional Use Cases)

While automations are useful across many industries, healthcare teams often use them to:
  • Automatically route imaging reports or referrals to specific folders
  • Separate high-priority faxes from routine documents
  • Trigger workflows when documents are received from known providers
These examples show how automations can support structured, time-sensitive environments without manual sorting.
Automations help ensure the right actions happen at the right time—consistently and reliably—across your organization.

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FAQs

Access depends on your account role and enabled Amplify features. Administrators can control who can create, edit, or activate automations.
Multiple automations can be active simultaneously. Automations are evaluated and executed in the order they are listed.
No. Each automation supports a single trigger. If you need to respond to different events, create separate automations.
Reordering defines priority. Automations at the top are evaluated first, which helps prevent overlaps or unintended actions.
When enabled, it stops any lower-priority automations from running after the current one executes.
No. Credits are used only when an active automation is executed.
Yes. Many healthcare teams use automations to consistently route and organize documents, helping reduce manual effort while supporting structured processes.