Automations

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

Automation actions

Actions define what an automation does after the trigger runs. Each action does one specific thing, and you can chain multiple actions 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 steps, 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 starts the workflow. Triggers run 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).