Set up an automation alert for contact export activity

Summary

Learn how to create an automation that notifies your management team when a user exports more than a specified number of contact records. This helps improve visibility, accountability, and data security across your agency.

Contact export automations can notify nominated users when a contact export exceeds a defined threshold.

This can help your agency monitor export activity and maintain visibility over large contact data exports.

To create a contact export automation:

• Go to Settings > Automations
• Click + New Automation

• Select Contacts as the Trigger Category
• Select Contact Search Records Exported as the Trigger Type
• Click Create

A setup window will appear — make sure pop-ups are enabled in your browser to continue.

• Enter the Automation Name and Description

• Select the Trigger card.
• In Records more than value, enter the minimum number of contacts that must be exported before the automation is triggered

For example, enter 50 to receive a notification whenever more than 50 contacts are exported.

In the Recipients field, you can select a group (e.g., Administrators) or an individual staff member.

• Click the + button below the trigger
• Select Condition

• Select Office or Consultant Group if you want the automation to apply to a specific office or consultant group

• Under the Yes path, click the + button
• Select Action
• Select the notification type you want to send

• Select the Recipients that will receive the notification
• Enter a Subject and Message for the notification

• Enter [ to insert a replace field

Once all details are complete: 

• Click Save as draft to save the automation for later
• Click Save & Activate to activate the automation