Create custom Automations

Can't find what you're looking for in Automation templates? You can create custom Automations to fit your use case.

Apply custom Automations to tasks, subtasks, or both in any Space, Folder, or List.

Browse the available Triggers and Actions (including Custom Fields).

What you'll need

  • The Workspace admin or owner must enable the Automation ClickApp.
  • Guests can't set up Automations.
  • The number of total active Automations that you can have in your Workspace depends on your plan:
    • Free Forever: 50 total active Automations.
    • Unlimited: 500 total active Automations.
    • Business and above: Unlimited total active Automations.
  • The number of Actions that can be completed per month depends on your plan:
    • Free Forever: 100 Actions/month.
    • Unlimited: 1,000 Actions/month.
    • Business: 10,000 Actions/Month. 
    • Business Plus: 25,000 Actions/month. 
    • Enterprise: 250,000 Actions/month. 
  • Action limits reset on the first of every month (PST).
  • Usage alert emails are sent to owners and admins of Workspaces when an Automations usage is at 90% and when usage is over 100%.
  • Business Plus and Enterprise Plans can purchase more Automation Actions.
  • Webhook actions and Automation integrations are available for Business Plans and above.

Use Triggers, Conditions, Actions, and multiple Actions

Set up a Trigger, Conditions, and one or more Actions to create a custom Automation.

Screenshot of an Automation with a Trigger, Condition, and muliple Actions.

Triggers are events that start an Automation. You can set Triggers to apply to tasks, subtasks, or both.

Conditions are criteria that must be true for the Automation to launch.

Actions are the events that the Automation initiates after it is triggered.

Create a Custom Automation

To create a Custom Automation:

  1. Open the Space, Folder, or List where you want to apply the Automation.
  2. In the upper-right corner, click Automations.
  3. Select a Trigger from the dropdown menu on the left.

  4. Click Add Conditions to add one or more optional Conditions.

  5. Choose an Action from the dropdown menu on the right.

  6. Click the button to add more Actions.

  7. Click Create.

For example, a project management team has a List with tasks that go through steering committee review before they can begin. The lead project manager creates an Automation to notify stakeholders when a project is accepted.

  • Trigger: When Status Changes from Pending to Accepted

  • Condition: If Due Date is equal to Today

  • Action: Then Add a comment to notify watchers.

Screnshot of a custom Automation for a project management team.

The lead project manager adds another Action to create a task in a separate List for project managers to plan and kick off the accepted project.

Screenshot of a create task Action.

 

Was this article helpful?