How to Automate Your Pipelines and Tasks

Automations save you from repetitive work. Open Automations to create them.

Triggers for tasks and pipelines

• When a card lands in a pipeline step: fires when a card enters the chosen step of a pipeline
• When a task is created: fires when any task is created in the workspace
• When a task is marked completed: fires when a task is checked off as done

Actions for tasks and pipelines

• Create task: create a task with a title and description
• Create pipeline card: add a card to a chosen pipeline and step

Ready-made templates

• Add New Contact to Pipeline: when a new contact is created, drop them into a pipeline step
• Follow-up Task on Lead Tag: create a follow-up task when the "lead" tag is added
• Task Complete Notification: send an email when a task is marked complete
• Notify on New Pipeline Card: get notified when a card lands in a pipeline step

Set one up

1. Open Automations.
2. Choose a template or create a new automation.
3. Pick the trigger, then the pipeline and step if needed.
4. Pick the action and fill in its details.
5. Save and turn it on.