Automation
Troubleshooting

Use this checklist when a workflow did not do what you expected. Start in Automation > Run Log and find the row for your trigger.

By status

You seeLikely causeWhat to do
No row at allThe event never firedConfirm the action really happens in the app; for timed events check Scheduled Jobs
No MatchNo active workflow for that triggerCheck the workflow is Active (not Paused) and uses exactly that trigger
Invalid TriggerTrigger key not registeredClick Sync Triggers on the Triggers page; for custom entities check the class.<entity>.<event> spelling
Conditions Not MetConditions evaluated falseOpen the row, compare the Trigger Payload with your conditions; check AND vs OR and exact values
Partial Failure / FailedOne or all actions erroredOpen the row, read the error and Action Results for the failed action

Steps

  1. Open the row in the Run Log and read the Error and the Action Results.
  2. Fix the action configuration (recipient, URL, template, required fields) in Edit.
  3. Trigger the event again and confirm a Success row.

Common action problems

  • Call Webhook: wrong URL or an endpoint that rejects the signed request; retries are automatic.
  • Send Email: missing recipient, or the organization's SMTP settings are not configured.
  • Update Triggering Record: only works with class triggers.
  • Create PDF: filename is required.

Tips

  • Per-workflow History narrows the log to one workflow.
  • Test with an in-app notification action to separate trigger/condition problems from action problems.