Set up rules to automate repetitive tasks

Learn about legacy automation and how it relates to automation.

See the preset automation rules your service project comes with.

Quickly add a preset rule to automate the most common service project tasks.

Edit a preset automation rule to make sure the rule triggers and actions reflect the way your teams and customers work.

With a custom rule, you can automate any repetitive task specific to the way your team works.

Learn what "when", "if", and "then" statements make up an automation rule.

If you don't need an automation rule for now but want to use it later, you can disable it. You can always re-enable it later.

If something unexpected happens with automation, you can check the logs to find out what went wrong.

Show the automation log details to learn why an automation rule didn't run when it was supposed to.

Configure the advanced options of an automation rule.