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Create a custom automation rule in team-managed projects

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This article is relevant to Legacy automation in service projects created before August 30, 2021. If you don’t see Legacy automation in your service project, check out these Automation articles.

If the preset automation rules don’t quite cover what you need, you can create your own rules to automate tasks specific to your team.

You must be an admin to create a custom automation rule.

To create a custom automation rule:

  1. From your service project sidebar, go to Service project settings () > Automation.

  2. Click Add rule.

  3. Select Create a custom rule, then click Continue.

  4. Select + Add trigger, then choose a trigger and click Add.

  5. Select + Add action, then choose an action and click Add.

  6. Optionally, click Add condition, then + Add condition. You can add additional conditions after your first by selecting the + under your conditions.

  7. Click Save.

You can have up to 30 automation rules for each project.

This page is for team-managed projects

If the lower-left of your service project sidebar doesn’t say you're in a team-managed project, check out these company-managed project articles instead.

Learn more about the difference between company-managed and team-managed projects.


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