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How to Create an Arrivy Task Automation?

Why This Matters

You can add Arrivy tasks to your project automation workflows. This feature is only available for the project module and for all job types. By eliminating manual task creation, your team can streamline scheduling, improve coordination, and ensure field teams receive the right tasks at the right time without extra effort.

What You'll Need

  • Access to SubcontractorHub Platform.

  • The organization needs to have the Arrivy task integrated.

Step-by-Step Instructions

Step 1

Click “Manage Database” from the main menu and click “Database” from the dropdown.

Step 1 - How to Create an Arrivy Task Automation?

Step 2

Click “Additional” and click “Automations” from the dropdown.

Step 2 - How to Create an Arrivy Task Automation?

Step 3

Click “ + Add” to add new automation.

Step 3 - How to Create an Arrivy Task Automation?

Step 4

Provide a title for the automation and click “Next”.

Step 4 - How to Create an Arrivy Task Automation?

Step 5

Select “Project” as your job type and click “Next”.

Step 5 - How to Create an Arrivy Task Automation?

Step 6

Select your preferred job type and click “Start Now!”.

Step 6 - How to Create an Arrivy Task Automation?

Step 7

Click the “ + ” icon beside “Add Start Trigger(s)”.

Step 7 - How to Create an Arrivy Task Automation?

Step 8

Click the preferred trigger. For this workflow, we are selecting “When Field Updated”.

Step 8 - How to Create an Arrivy Task Automation?

Step 9

Select the preferred field from the dropdown and click “Save”.

Step 9 - How to Create an Arrivy Task Automation?

Step 10

Click the “ + ” icon above “Automation Ends Here”.

Step 10 - How to Create an Arrivy Task Automation?

Step 11

In the action list, scroll down to find “Arrivy Task” and select it.

Step 11 - How to Create an Arrivy Task Automation?

Step 12

Provide category, title, and customize the scheduling options. Click “Save”.

Step 12 - How to Create an Arrivy Task Automation?

Step 13

Click “Launch” to finish the process.

Step 13 - How to Create an Arrivy Task Automation?

Pro Tips

  • 💡 Pro tip: Bookmark this page for quick reference when you need a refresher.

  • 📱 Works on mobile: Access this feature from your phone or tablet when you're in the field.

  • 🔄 Automate when possible: Pair this feature with automations to reduce manual work.

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.


Last updated: 2026-08-28 · Source: How to Create an Arrivy Task Automation?

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