Automation Recipes

How Do I Create an Automation To Change Status and Create a Task from a Work Order?

This Time-based Automation recipe will give you the building blocks necessary to customize automatically changing a Contact/Job Status, as well as create a Task based on your Work Order Type and Status.


  1. Choose the "Time based" trigger type
  2. Select the "Work Order" trigger record
  3. Run this automation: "X" (Where X is the amount of time in Minutes, Hours, Days, Weeks, Months, or Years) "After" "Date Status Changed"
  4. Select +Add Condition
    1. If "Type" is "Roof" (Workflow Types vary depending on your settings)
  5. Select +Add Condition again
    1. If "Status" is "Assigned" (Status names may vary depending on your Workflow)
  6. Check the radio for "Require all conditions to be true"
  7. Select +Add Action
  8. Choose the "Create Task" Action
  9. Create your Task and choose the assignees, then click "Save"
  10. Select +Add Action again
  11. Choose the "Change Status" Action
  12. Select the appropriate Workflow Type and Status into which you want the Work Order to move
  13. Save the Automation when you are finished


Check out this Webinar episode for more Work Order Automation tips and tricks!