Automate your processes
Automatically trigger actions!
The Automation feature enables you to automatically trigger an action (such as move or create a card) when an event happens (such as create a new card or move an existing one).
You’ll also set up the action details, specifying on which pipe the new will be created in or to which phase the parent card must be moved to.
You’ll need to match the fields from the origin to the destination one (when it applies) so that the information is transmitted seamlessly.
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