Advanced Automation
Amanda Aparicio
Currently automation are extremely limited inside of of projects. I can trigger tags, emails or a new project (which is currently broken) and that's it.I would love to see an option to assign a task or update a due date of a task by completing another task in a sort of dependency type system (i.e. When X task is complete, make task Y due in 1 day and assign to NAME)I would also love to see forms that can trigger automation so depending on what is checked on the form it would kick off certain projects for that client. (and create the client if needed) I know something similar can probably be achieved via zapier but it would be nice to have more control of automation inside of the platform directly so we aren't relying on third party tools.
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Sammy Barbour
I came here to suggest more automations as well. It seems like a no-brainer to have an automation that completes a task (and subtask) based on a variety of triggers both in and outside FC. The use case I thought of was that an email confirmation could be forwarded to a FC email which would automatically mark a task completed. In my case, it would be the monthly confirmation of sales tax filing/payment for a client, which I could auto-forward into FC to complete the "file sales tax" task. I could think of plenty of other scenarios where a standard email is received (confirmations for payments, filings, invoice, etc.) which would indicate a task is complete, and save the step of going to FC to check the box. Only downside is that it is very satisfying to mark it off the list lol