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