A Manual Trigger option is now available in Project module automations. This allows external systems to trigger automation workflows using a Webhook URL.
When setting up a manual trigger, you can define custom tags and types, and generate a webhook that can be used by an external API to trigger the automation for a specific project.
Once triggered externally, the configured automation actions, such as sending emails or updating fields, will run within the project module.
Follow the steps below to set up a manual trigger.
Step 1: On the “Automations” page, click “Add.”
Step 2: Enter the Name, then click “Next.”
Step 3: Select “Project” as the module, then click “Next.” Manual triggering is not available for other modules.
Step 4: Select the Job Type, then click “Next.”
Step 5: Click “Start Now!”
Step 6: Click “Add Start Trigger(s).”
Step 7: Select “Manual Trigger.”
Step 8: Click the “+” icon to configure the automation actions.
Note: Click “Manual Trigger Info” to view and copy the Webhook URL. This URL can be shared with an external API to trigger the automation using a project ID. When the webhook is triggered externally, the automation will run inside SubcontractorHub for the selected project.