Note
Automation is a premium feature that requires an additional purchase. If you don’t have access to this feature, contact your Customer Success Manager to discuss having it enabled in your Fireblocks workspace.
- In the Fireblocks Console, go to the Automation page and select Create automation.
- Enter a name for the rule in the top-left corner.
- Define the trigger.
- Time: Select this option to trigger the rule based on a time interval. Learn more.
- Transaction: Select this option to trigger the rule based on a transaction type. Learn more.
- Define the condition.
- Balance: Select this option to execute the rule based on the balance of your funds. Learn more.
- Transaction amount: Select this option to execute the rule based on the amount of the transaction that triggered the rule. This option is only available if you selected Transaction as the rule’s trigger. Learn more.
- Unconditional: Select this option to execute the rule without meeting any conditions. Learn more.
- Define the action to take on your funds.
- Transfer: Select this option to transfer a defined amount of one asset from one account to another. Learn more.
- Top up: Select this option to send more of a specific asset to meet a defined balance. Learn more.
- Rebalance: Select this option to rebalance funds between two accounts. Learn more.
- Payment flow: Select this option to initiate a payment flow. Learn more.
- Enter an internal note if needed. The note will appear in the Recent activity panel and the Transaction History page.
- Select Save.