Set up Automations Integrations

Our Automations feature Integrations create more efficient workflows between your Workspace and these other apps:

You can use these handy templates with pre-set Triggers and Actions. Browse by app to find the most useful Automations for your team.

They can be used as-is to automate repetitive work, like sending an email to someone when a task is unblocked.

 

Feature availability and limits vary by plan and user role. Learn more

 

Use Automations

Automations consist of Triggers, Actions, and optional Conditions:

  • Triggers are events that start an Automation. Triggers are selected from the When section.
  • Conditions are criteria that must be true to run an Automation. Conditions can be added by clicking the + icon under the When section.
  • Actions are the changes you want to automate. Actions can be added by clicking the + icon under the Then section.

Create an Integration Automation

  1. Click to open the Space, Folder, or List where you want the Automation to apply
  2. Access Automations by either:
    • Clicking the lightning bolt icon in the upper-right corner
    • Selecting Automations from the Settings menu.
  3. Click the Add automation button to open the Automations modal.
  4. Scroll down to the Integrations section and choose the app you want to integrate.
  5. Select an integration option by clicking it to connect that app with your Workspace.
  6. Log in to the other app.
  7. Fill out the fields to customize your Automation.
  8. Click Create.
  9. Your Automation has been created and enabled.

Add a description to your Automation so you and others know what it was made for and how it works.

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