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Automation for custom apps and objects

Choose validations, rules, approvals, workflows, functions, or component logic to automate a custom app.

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Overview​

Rippling offers several different ways to add automation to custom apps and objects. Automations can help you optimize your data, eliminate manual work, and streamline your processes.


Comparison of methods​

Below are the available options. Select the appropriate method based on your goals. You can combine methods as needed to suit your purposes.

MethodPurposeWhen it runsExample
ValidationsEnsure data is clean and valid.On record save.Block a new vehicle record from being saved if the VIN is not exactly 17 characters.
RulesAutomate data entry or enforce record uniqueness.On record save. Upon approval, if required.When saving a record for an opportunity with a contract value of more than $100,000, automatically mark it as an enterprise deal.
ApprovalsRoute records to people for approval.On record save.Require approval when the due date on a project deliverable is updated.
WorkflowsAutomatically take action inside or outside of Rippling based on logic you define.When a record is created or updated. When the workflow trigger event you define occurs.Send a Slack message when a new HR help desk ticket is created. When you hire someone new, automatically create a record in a custom object to add them as a project team member.
FunctionsTake action across Rippling using custom JavaScript or TypeScript code.When manually run on a record or set of records (via actions). When called from a custom app. When called from a workflow.Calculate tip payouts based on data from an integrated point-of-sale system.
Component-level JavaScript or TypeScriptCreate interactivity in a custom app using custom JavaScript or TypeScript code.When a user interacts with the component.Automatically enable a field in a custom app when a user selects an option in another field.

To use functions or component-level JavaScript or TypeScript, you must be able to understand and write JavaScript or TypeScript code.