Notify stakeholders when projects cancels | Voters

Notify stakeholders when projects cancels

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Kalena Arnell

I need a trigger point for an automation to be when a project status changes to on hold or cancelled. And i need it to send an email to all the stakeholders on a project.

September 5, 2024

Isaiah Brooks

We use automations for this and it works flawlessly. We also use them for status updates when projects move phases and more.

Max Kazakov

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Max Kazakov

Kalena, completely valid point. In last month's release we've added the ability to trigger an email/SMS/webhook. Pro tip: some folks are creating ad-hoc cancelled/on-hold resolution Work Orders with stricter SOPs & automatic assignments to Sales Rep/PM/etc (which triggers the Notification email as a result = win-win!)