Overview
Kanban automations trigger actions when cards move between columns—send emails, update fields, assign tasks, and more.
Accessing Automations
Desktop
- Open your Kanban board
- Click the Automations button (lightning icon) in toolbar
- Or click ⚙️ Settings → Automations
Mobile
- Open Kanban board
- Tap ⋮ (more menu) in header
- Select Automations
Desktop View
Automations Panel
- List of all automations for this board
- Toggle to enable/disable each
- Drag to reorder priority
- Click automation to edit
- + New Automation button
Creating an Automation
- Click + New Automation
- Name your automation
- Set trigger: "When card moves to [Column]"
- Choose action(s):
- Send email
- Send chat message
- Update card field
- Assign to user
- Create task
- Webhook call
- Configure action details
- Save automation
Trigger Options
- Card enters column
- Card leaves column
- Card moved by specific user
- Card with specific label/tag
- Time-based (card in column for X days)
Action Types
| Action | Description |
|---|---|
| Send Email | Template-based email to contact |
| Send Chat | Message to user or group |
| Update Field | Change card status, date, etc. |
| Assign User | Add team member to card |
| Create Task | Add checklist item or task |
| Webhook | Call external API |
Mobile View
Automations List
- Scrollable list of automations
- Toggle switches for enable/disable
- Tap automation to view/edit
- Floating + button to create
Creating an Automation
- Tap + button
- Enter automation name
- Tap to select trigger column
- Tap to add action
- Configure action (modal form)
- Tap Save
Editing Automations
- Full-screen editor
- Scroll through trigger/actions
- Tap any section to modify
- Delete button at bottom
Touch Actions
- Tap automation: Edit details
- Swipe left: Delete automation
- Toggle switch: Enable/disable
- Drag handle: Reorder priority
Advanced Features
Multiple Actions
- Add multiple actions to one trigger
- Actions execute in order
- Add delays between actions
- Conditional actions based on card data
Conditions
- Only trigger if card has specific label
- Only for cards owned by certain users
- Based on custom field values
- Time-based conditions
Templates
- Email templates with merge fields
- {{contact_name}}, {{property_address}}
- Preview before saving
- Reuse templates across automations
Testing Automations
Test Mode
- Enable test mode on automation
- Move a test card through columns
- Check automation log for execution
- Verify actions completed correctly
- Disable test mode for production
Automation Log
- View all automation executions
- Filter by automation, date, status
- See action details and results
- Retry failed automations
Tips
- Start simple, add complexity gradually
- Test automations before going live
- Use descriptive automation names
- Review logs periodically for issues
