Active

When Project status → Ready to Bill and 1 condition match, run 3 steps. Locked projects are skipped.

Back

TriggerLifecycle

Status

Fires when: Project status → Ready to Bill

then check

Conditionsall must match

then do

1Create task· Task for Wendee: Call contact

Title

For

Due in (days)

2Generate document· Generate Packet ZIP (proposal + WOs + invoices)

Document

3Notify· Notify accounting (In-app + push)

Who

Channel

End · exits on: reply, stage change, project locked, do-not-contact

Name

ActiveFires on matching events. Paused keeps enrolled records in place.Skip locked projectsNever act on Billed / Closed work unless explicitly allowed (PRD T46).Business hours onlyHold emails/SMS until Mon–Fri 7:30am–5:00pm CT.

Runs188

Failures0

Last run1d ago

StepsCreate task, Generate document, Notify

Failed steps retry 3× with backoff, then surface in Inbox. Reversible runs can be undone from the run log.

Active

Variables you can use

Active

Variables you can use