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Automations

Automations let you define Trigger → Conditions → Actions rules that execute tasks automatically when events occur in the project, reducing repetitive manual work.

Access in Project Settings → Automations.


Rule Structure

When [TRIGGER] occurs
And [CONDITIONS] are true (optional)
Then [ACTIONS] are executed

Each rule has:

  • Name — rule identifier
  • Active / Inactive — toggle to enable or disable without deleting
  • One trigger — the event that fires the rule
  • Zero or more conditions — optional filters applied to the issue
  • One or more actions — what happens when the rule fires

Available Triggers

Trigger When it fires
issue.created A new issue is created in the project
issue.updated Issue fields are updated (excluding status)
status.changed An issue's status changes

Available Conditions

Conditions are optional and evaluated with AND logic — all must be true for the action to run.

Field Available operators Example values
priority equals, not_equals, contains CRITICAL, HIGH, MEDIUM, LOW, TRIVIAL
type equals, not_equals, contains EPIC, STORY, TASK, BUG, SUBTASK, IMPROVEMENT, HOTFIX, SPIKE, RESEARCH, TECHNICAL_DEBT
status equals, not_equals, contains Exact name of the status configured in the project

Available Actions

Action Description
send_email Send an email to configured recipients
set_status Move the issue to a specific status
assign_user Assign the issue to a project member

Details: Send Email (send_email)

Configure subject, email body, and recipients:

Recipient type Description
REPORTER Who created the issue
ASSIGNEE The issue's assignee(s)
PROJECT_ADMINS All members with the PROJECT_ADMIN role
ORG_OWNER Member(s) with the OWNER role in the organization
CUSTOM A specific email address entered manually

Custom SMTP per rule:

Each send_email action can use its own SMTP server, independent of the platform's global SMTP:

Field Description
Host SMTP server address (e.g. smtp.gmail.com)
Port 587 for STARTTLS · 465 for direct SSL/TLS
User SMTP login or email
Password SMTP password

Note on ports: use 465 for SSL/TLS and 587 for STARTTLS. An incorrect port will cause a connection timeout.

If no custom SMTP is configured, the platform's global SMTP is used.


Rule Examples

Notify admins when status changes

Trigger: status.changed
Condition: status equals "In Review"
Action: send_email → PROJECT_ADMINS
        Subject: Issue in review

Assign a member to critical bugs

Trigger: issue.created
Condition: type equals BUG AND priority equals CRITICAL
Action: assign_user → [selected user]

Auto-move hotfix to in progress

Trigger: issue.created
Condition: type equals HOTFIX
Action: set_status → "In Progress"

Execution Order

When multiple rules are triggered by the same event, they execute in creation order.

Automations run asynchronously, after the transaction that generated the event commits — ensuring the issue is fully saved before any processing occurs.


Monitoring

Each rule displays an execution counter in the automations list. Execution errors (e.g. email send failure due to incorrect SMTP) are recorded in server logs.

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