Creating Automations (Triggers → Actions)

Last updated: October 29, 2026

Estimated reading time: 2–3 minutes

Overview

The Automation Builder lets you set up rules that run automatically in Coperniq. Each automation follows a simple structure:

  • Trigger: the event that starts the automation

  • Conditions, if needed: Rules that must be met before the action runs

  • Action: what Coperniq does automatically after the trigger happens

When an event occurs → check conditions, if any → perform the action.

Triggers

A trigger is the event that starts the automation. Available triggers include:

  • Work Orders: Created, marked complete, status updated, or SLA violated

  • Projects: Created, property or status updated, phase started/completed, or phase SLA violated

  • Opportunities: Created, property updated, phase started/completed, or phase SLA violated

  • Appointments: Created, rescheduled, or opportunity appointment status updated

  • Calls: Created or updated

  • Notes: Created

Depending on the trigger, you may need to select a workflow, phase, property, or status.

SLA violated means the configured time limit for a work order or phase has been exceeded.

Conditions

Conditions determine whether the action should run after the trigger occurs. Leave them out if the action should run every time that event happens.

Select the property or filter, choose a comparison, and enter the value to check. Combine conditions using:

  • AND: All conditions must be met.

  • OR: At least one condition must be met.

For supported date properties, use Within or Not Within to check a date range.

Conditions are checked when the trigger occurs. A date condition does not create a daily scheduled check.

Understand What the Filter Checks

Some filters check the overall record rather than the specific item that triggered the automation.

For example, Work order with title checks whether a project contains a work order with that title. Combined with Note Created, it does not restrict the automation to notes posted on that particular work order

Actions

An action is what Coperniq performs when the trigger occurs and the conditions are met.

Action

Purpose

Send email

Email customers or internal team members

Send sms

Send a text message

Update Property

Set or change a property value

Create Project

Create a project

Create Task or Work Order

Create work using a template

Assign Work Order

Assign a work order to a user

Assign Collaborators to Work Order

Assign collaborators to a work order

Call webhook

Send an event to an external system

Create Reminder

Create a reminder

Create Document

Create a document using a template

Create Form

Create a form using a template

Run Agent

Run an AI agent; requires an AI subscription or active trial

Access Automations

Steps:

  1. Click the Settings icon in the bottom-left corner.

  2. Under Process Studio, select Automations.

  3. Review existing automations, or click + Automation.

Create an Automation

Steps:

  1. Click + Automation.

  2. Enter a clear Name.

  3. Choose a Trigger.

  4. Select the Parent Record if required (Client, Project, or Request).

  5. Add Conditions, if needed.

  6. Choose an Action.

  7. Fill in all required action fields.

  8. Click Create.

Example: Opportunity Phase Completed → Create a Project

Automatically create a project when an opportunity completes the selected sales phase and has a sales rep assigned.

  • Trigger: Opportunity Phase Completed → choose the phase.

  • Parent Record: Opportunity.

  • Condition: Sales Rep is not empty.

  • Action: Create Project → choose the workflow for the new project and complete the remaining fields.

  • click Create.

What happens:
When the selected phase is completed, Coperniq creates a project in the chosen workflow only if a sales rep is assigned.

Email and SMS Automations

For setup instructions, recipient options, and examples of personalizing messages with tokens, see Customizing Email and SMS Automations.

Managing Automations

You can manage automations from the Automation list.

Available options:

  • Enable/Disable: use the toggle switch

  • Click the three-dot menu (⋮) to Edit, Duplicate, or Delete an automation

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  • Search: use the search bar to find automations quickly

Best Practices

  • Use descriptive automation names

  • Avoid duplicate or conflicting automations unless intentional

  • Test automations by performing the trigger once

  • Keep customer-facing vs internal rules separate

  • Review automations periodically as workflows evolve