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.
