Project Automation
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Kanban Board
Task List
Test Triggers
Notification Rules
+ New Task
All Projects
All Priorities
High
Medium
Low
All Assignees
To Do
0
In Progress
0
Review
0
Done
0
All Statuses
To Do
In Progress
Review
Done
Blocked
All Priorities
High
Medium
Low
Email Trigger
From
Subject *
Body (optional)
Assignee Email
Manager Email
⚡ Trigger Task Creation
CRM Stage Change
Old Stage
New Stage *
— Select stage —
Demo Completed → "Send Proposal"
Demo Scheduled → "Prepare Demo Materials"
Contract Signed → "Start Onboarding"
In Negotiation → "Send Follow-up"
Closed Won → "Create Project Tasks"
Contact Name
Company
Notes
⚡ Trigger CRM Task
Form Submission
Form Name
Fields (JSON)
⚡ Trigger Form Task
Active Rules
Loading rules...
Create Rule
Rule Name
Trigger
Email Received
CRM Stage Change
Form Submission
Any Trigger
Condition: Priority
Any priority
High only
Medium only
Low only
Condition: Status
Any status
To Do
In Progress
Blocked
Action
Send Email
Send Slack DM (Slack webhook required)
Target (email or Slack webhook URL)
+ Create Rule
Create Task Manually
Title *
Description
Status
To Do
In Progress
Review
Blocked
Priority
High
Medium
Low
Project Name
Due Date
Assignee Name
Assignee Email
Manager Email
Create Task
Task Details
×