Trigger reference (the "when")

A trigger is the event that starts an automation. Pick the one that matches the moment you care about. Triggers are grouped by area:

Projects

• Project created — a new project is added.

• Project phase changed — a project moves from one phase to another.

• Project status changed — a project's status changes (e.g., to Active or On Hold).

Products & specifications

• Product added — a product is added to a project.

• Product approved — a client approves a product.

• Product declined — a client declines a product.

• Product status stale — a product has sat in the same status for a number of days you set.

Tasks

• Task created — a new task is added.

• Task status changed — a task moves to a new status.

• Task completed — a task is marked done.

• Task assigned — a task is assigned to someone.

Team & contacts

• Team member added — someone joins your studio.

• Contact added — a new contact/client is created.

Forms

• Form submitted — someone submits one of your forms. You choose which form (or any form).

Leads (sales pipeline)

• Lead created (manually) — you add a lead by hand.

• Lead created (from a form) — a lead comes in through an intake form.

• Lead stage changed — a lead moves to a new pipeline stage.

• Lead status changed — a lead is marked Open, Won, or Lost.

Time tracking

• Time logged — a time entry is recorded.

• Time threshold reached — a person logs more than a set number of hours within a window you define.

Contracts

• Contract sent — a contract goes out for signature.

• Contract viewed — the signer opens it.

• Contract signed — it's fully signed.

• Contract declined — the signer declines.

Estimates

• Estimate created, Estimate viewed, Estimate approved.

Invoices & payments

• Invoice created, Invoice paid, Payment made.

Procurement intelligence

• Item received — an ordered item is marked received.

• Claim window closing — the window to file a damage/shortage claim is running out.

• Shipment gone quiet — a shipment hasn't had a tracking update in a while.

• Lead time drifting — an item's expected delivery is slipping later.

• Install confidence dropped — the likelihood of hitting an install date has fallen.

Budget intelligence

• Budget change threshold — a budget moves by more than a set percentage.

• Allowance drift — actuals push past an allowance by more than you allow.

Asana (if connected)

• Task created in Asana and Task completed in Asana — mirror activity from a linked Asana project.

Tip — one moment, one trigger. If you're not sure which trigger to use, say the sentence out loud: "When ___, do ___." Whatever fills the first blank is your trigger.