Automations that run on project triggers

Created by Monica Madan, Modified on Fri, 1 Sep, 2023 at 6:11 PM by Monica Madan

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Project triggers look out for events happening across projects and automate minor workflows that are important for the smooth running of projects. In this article, we will look at a few sample workflows you can automate using project triggers.


List of triggers and sample workflows


Project triggers can be set under Global automations 


  • Navigate to avatar>settings>advanced>automations


List of triggers and sample workflows

Here are a few workflows that can be automated using project triggers:


Project created

These triggers are set off when projects get created. 

Example: When a project is created with an ARR greater than 100k$, import the Simple onboarding template.

It can have multiple action blocks if the ARR is greater than 300k$, import the Mid-market onboarding template, and if the ARR is greater than 500k$, import the Enterprise template.




Field is updated

These triggers are set off when any project field is updated:


Example: When the status is blocked, notify project owner and then archive the project. 




Customer invited

These triggers are set off when any customer is invited to the project


Example: When the customer is invited, send welcome emails and change the status of the project to in-progress and if customers 




Placeholder resolved

These triggers are set off when a customer placeholder is replaced by the customer name.


Example 1: 


When a customer placeholder is resolved, replace the placeholder value with the actual customer in the project list field and then send welcome emails




Example 2: When the team member placeholder is resolved, turn soft allocations into hard allocations



Project archived

These triggers are set off when a project is archived:


Example: When a project is archived, Notify project members in Slack and Email.


Project Deleted

These triggers are set off when a project is deleted


Example: When a project is deleted, Notify project members in Slack and In-App.





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