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Set simple if-this-then-that rules so fylt notifies the right person or moves a project forward the moment something happens — without you lifting a finger.
Automations let you set up simple rules that react the moment something happens in fylt — an invoice gets paid, a quotation is approved, a project moves to a new stage, or a task is completed — and automatically notify your client, notify your team, or move a project to another stage. Once a rule is created, it runs quietly in the background for every matching event.
Explore the parts of Automations that support a connected client workflow from the first action to the next useful handoff.
Automations trigger on genuine events already happening in fylt — an invoice being paid, a quotation approved, a project stage changing, or a task completed.
No manual monitoring required to catch these moments.
A single rule can notify your client, notify your team, and move a project stage all at once.
One rule can replace several manual follow-up steps.
Suggest with AI proposes rule ideas using the triggers and actions your plan already supports.
Get a working automation without building it from a blank screen.
Turn a rule off temporarily instead of deleting it, so it's ready to switch back on later.
Keeps your automation setup flexible as your process changes.
Studio > Settings > Automations
Available on Professional plans and above — build rules that pair a trigger with one or more actions.
Name the rule, choose a trigger under "When," and add one or more actions under "Then."
Turns a repeatable manual step into something that just happens.
Use the pause toggle on any existing rule in the Automations table.
Lets you turn a rule off without losing its configuration.
Click Suggest with AI for rule ideas, then add the ones that fit your business.
Speeds up getting your first automations in place.
Automations watch the same events already happening across Billing and Projects, so a rule you set up once keeps working automatically as your team creates invoices, approves quotations, and moves projects through their stages.
Click Suggest with AI on the Automations page for up to 5 rule ideas based on triggers and actions fylt already supports — add any suggestion you like with one click, then adjust it to fit your process.
Automations is wired to:
See all features, compare pricing, or read why an all-in-one platform beats stitching point solutions together.
