Automations

Automations run actions in response to events across your workspace. When a trigger fires (a task is completed, a proposal is signed, a form is

Automation actions

Actions define what an automation does after the trigger fires. Each action node performs a specific operation, and multiple actions chain together in...

Automation conditions

Conditions control whether an automation continues or takes a different path based on the data involved.

Automation limits and pricing

Each automation supports up to 20 nodes, combining the trigger, conditions , and actions in a single workflow.

Automation recipes and examples

Common automation patterns cover client onboarding, project management, financial follow-ups, and team communication.

Automation templates

An automation's entire workflow, the trigger, conditions , actions , and field mappings, can be saved as a template and reused when creating new...

Automation triggers

Every automation starts with a trigger, the event that sets the chain in motion. Triggers fire automatically when something happens in your workspace, and...

Automations overview

A proposal gets accepted and a project kicks off with tasks , an invoice, and a client invitation, all without a single manual step.

Building your first automation

An automation connects a trigger (what starts it), optional conditions (filters), and actions (what happens).