Think of a Trigger as the starting point that sets off a series of actions, like the first domino that falls and knocks down the rest 💨.
In Productive's Automations, creating a Trigger is crucial because it defines the rules for what happens next. Note that before adding anything to your automation, such as Conditions (optional) and Actions (obligatory), adding a Trigger is very much obligatory.
Adding a Trigger to an Automation
1) To add a trigger (the first step in creating an automation), go to Settings > Automations > + New automation.
Pro Tip: To create automations governing tasks straight from a project, click the robot shortcut icon in the upper-right corner 🤖.
2) Then, select "Trigger" to open the trigger setup window on the right.
3) There you need to choose what action will trigger your automation. Consider the trigger options, such as:
Created: If a Task/Deal/Budget is created, then...
Updated: If a Task/Deal/Budget is updated, then...
Deleted: If a Task/Deal/Budget is deleted, then...
Commented: If a Task/Deal/Budget is commented on, then...
Tip: You can select multiple trigger options (tick multiple boxes), allowing you to create broader rules.
For example, "Any time a task within a specified project is created, updated, or commented on, then send me a message on Slack".
4) Once you've configured the trigger, save your changes by clicking "Apply trigger" in the lower right corner of the menu.
Then, proceed with creating either a Condition if you need to fine-tune your automation rule further, or an Action if you're ready to finalize your automation.