Automations are one of the biggest time-savers in SubcontractorHub. Instead of manually handling repetitive tasks, you can set up triggers that do the work for you — so your team can focus on closing deals and completing installs instead of clicking buttons.

Click on “Add Start Trigger.”

Select “When Field Updated.”

In the new tab, choose “Attachment Uploaded” as the field. From the dropdown, select the appropriatefield valuesuch asdesign, permits, material survey or etc.. You may also createcustom labelssimply by typing in a new field value name.

Click on “Save.”

To continue building the automation, click“Automation Ends Here.”

Select thedesired action, such as sending an email, text message, or any option available in the list.

If you want to apply the same attachment condition in an If/Else branch, click “If/Else” in the menu, then select “Add Condition.”

Set your condition: For Condition Field, choose “If Field Value.” For the Select Field, choose “Attachment Uploaded.” Enter thespecific field value(e.g., design files, permits, survey photos, etc.). Click “Save” once the condition is configured. Related ArticlesHow to Set Up AutomationsHow to Edit an Automation with Multiple TriggersHow to Add Attachments to a ProjectHow to Add Job Stage InputsHow to Select Multiple States in Automation Conditions

💡 A roofing contractor sets up this automation to automatically notify the project manager whenever a key event happens — saving 30 minutes per project and ensuring nothing slips through the cracks.