Quick tips

• One trigger. Every chain starts with exactly one WHEN: the event that starts it.
• Filter early. IF blocks come right after the trigger, so the actions only run when they should.
• Order the actions. Create before you share, register before you confirm: actions often depend on each other.
• Mind the scope. “Send to everyone” or “delete” blocks are usually decoys.
• Nothing happens? Schedule it. When the event is something not happening (a late invoice), the trigger is a daily check.