Why This Matters

Automations take repetitive work off your plate so your team can focus on selling and serving customers. Set it up once and let SubcontractorHub handle the busywork.

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.

What You'll Need

Admin access to SubcontractorHub
A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

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.

Additional Screenshots

These additional screenshots show the complete workflow:

Pro Tips

💡 Automation tip: Start simple and add complexity once you've confirmed the basic flow works.
🔄 Monitor it: Check your automation history to catch any failed runs early.
📋 Name clearly: Use descriptive names so your team knows what each automation does.

Troubleshooting

Problem	Solution
I don't see this option	Make sure you have Admin access. Some features require specific permissions.
Changes aren't saving	Try refreshing your browser and make sure you clicked Save before navigating away.
Something looks different from the screenshots	SubcontractorHub updates regularly. The feature works the same way — the layout may just look slightly different.
Automation not triggering	Check that the trigger conditions are met and the automation is turned on. Review the automation history for error details.

Last updated: 2026-07-23 · Source: How to Use Manual Trigger in Project Automations