Admins can now use new automation triggers related to change orders in the “Proposal” and “Project” modules. These triggers allow automations to run when a change order is created or when a change order contract reaches a specific status, helping teams automate follow-up actions and downstream workflows.
Follow the steps below to create an automation using the new change order triggers.
Step 1: From “Automations”, click “Add” to create a new automation, or click “Edit” on an existing automation.
Step 2: Enter a title for the automation, then click “Next”.
Step 3: Select the module where the automation should apply, such as “Project” or “Proposal”, then click “Next”.
Step 4: Select the applicable job type.
Step 5: Click “Add Start Trigger(s)”.
Step 6: From the trigger options, select “When Change Order”.
Step 7: Choose when the trigger should occur by selecting either “Completed” or “Contract Signed”, then continue configuring the automation flow.
Step 8: Click “Save” to apply the automation trigger.