Automations

Automations allow you to automate actions in your projects’ lifecycles, sending files and emails, creating tasks, and moving pipeline stages at the cadence of your choice. We’ll cover how to create an automation and activate it below.

Add actions and triggers

An action is something that happens when the automation is active in a project. A trigger is the criteria that must be met for the action to take place. Together, an action and the associated trigger make an automation step.

From your automation, click the large plus (+) iconSelect your action: send email, create task, send smart file via email, or move pipeline stageDepending on the action you select, you may also be prompted to select or enter additional information, such as the email or file templateSet the trigger: when the action should take placeSelect whether the action will Require approval before sending, or notIf needed, rearrange, delete, or duplicate stepsBe sure to click Save once you're done building out your automation