Check the rule and record
Identify the module, expected action and one affected record. Check that the relevant rule is active and visible; filters can hide rules and some may be inactive or archived.
Compare the trigger and criteria
Look at both the event that should start the rule and the conditions the record must satisfy. Check how the record was changed: an import, manual edit or connected tool may behave differently. Imported records do not trigger rules by default unless the relevant import option is selected.
Check whether the action failed
A rule not starting and an action failing are different problems. Review the record timeline and any function or webhook errors. Permissions and email integration can also affect the path.
Do not replay blindly
A replay may repeat a message or update that already completed. Check the original run and a safe test case first. If customer-facing actions, custom functions or several connected apps are involved, agree the next step before changing the rule.
Official references
Check the current documentation for your account and edition before changing a live process.
Keep passwords, API keys and customer records out of public enquiries. Secure access is agreed separately.
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