Build automated systems that adapt to your business rules — eliminating repetitive work across your organization.
How process automations work.
Automations are simple to setup, but powerful.
Choose your trigger.
Choose the exact action that will activate the automation.
Set your action.
Choose a course of action and arrange the steps in sequence.
Automate!
Sit back, relax, and watch how things happen automagically.
Millions of actions, automated.
28 Powerful Automation Triggers
Start your automations with any of these triggers to respond to changes in real-time.
Record Creation & Movement
- • New record is created
- • Record moved to another list
- • Record moved from another workspace
Status Changes
- • Record marked as complete
- • Record marked as incomplete
Assignment Changes
- • Someone assigned to record
- • Someone unassigned from record
Date Management
- • Due date changes
- • Due date removed
- • Due date has expired
Tags & Organization
- • Tag added to record
- • Tag removed from record
- • Color added or removed
Custom Fields & More
- • Custom field changes
- • Button field clicked
- • Checklist completed
Powerful Actions to Transform Your Workflow
Combine multiple actions to create sophisticated workflows that handle complex business processes.
Task Management
- • Move records between lists
- • Mark as complete/incomplete
- • Copy records
Team Management
- • Assign team members
- • Remove assignees
- • Update due dates
Organization
- • Add or remove tags
- • Apply color coding
- • Update custom fields
Checklists
- • Create new checklists
- • Mark items as done
- • Reset checklist items
Communication
- • Send automated emails
- • Generate PDF documents
- • Post comments
Integrations
- • Make HTTP requests
- • Trigger webhooks
- • Connect to 5,000+ apps
Use cases for automation
Manager Reviews
Automatically alert managers when items need review based on status, process steps, or tags. No more manual reminders — managers always see what requires their attention.
Ensure things are on time. Every time.
Process automations notify assignees and escalate tasks when they become overdue. This ensures that every process stays on track.
Process Automation Resources
Learn how to streamline your processes, increase efficiency, and unlock new possibilities for your business.