Rules that start with task events
Respond to task creation, assignment, status or priority changes, completion, approaching due dates, and overdue work.
All Features / Automate KEEP THE FOLLOW-UP MOVING
Automations
Set the rule.
Keep work flowing.
Turn repetitive follow-up into rules. Connect task and change-request events to useful actions, then review what happened in the execution log.
See a rule in action
LESS REPETITION. MORE ROOM FOR THE WORK.
Event triggers Rule conditions Execution history
FROM EVENT TO FOLLOW-UPOne useful rule.
One useful rule.
A little less repetition.
Scroll through a sample rule, from its trigger to the execution log.
Task created · Launch checklistSimplified illustration · Sample data
Start with a moment that matters.
A new task, Launch checklist, is created with High priority in the Website refresh project. A task-created event gives the rule its starting point.
Follow up when the condition fits.
This project-scoped rule checks whether Priority equals High. The sample task matches, so its configured Add Comment action can run.
The action runs. The record stays.
The rule adds a review reminder to the task. In this sample run, the execution log records a matched condition and one successful action. Other runs can be skipped or fail.
Scroll to explore
INSIDE HELIXSYNC
Your rules, in view.
Review triggers, conditions, actions, and rule status in your workspace.
USEFUL RULES. VISIBLE RESULTS.
Key Capabilities
Build on the events and details already connected to your work.
Change-request triggers for created, status changed, approved, and rejected
Connect change-request events to notifications, emails, comments, or webhooks.
Field and operator conditions combined with And/Or logic
Narrow a rule to the work that matters. Scope it to one project or apply it across your company.
Actions with the context of your work
Send notifications and emails, add comments, or call webhooks. Task rules can also update tasks or create subtasks. Template variables bring event details into messages and comments.
Execution logs show per-run condition and action results
Review whether conditions matched, which actions ran, and any errors recorded along the way.
Controls that keep rules in check
Set hourly execution limits and enable or disable rules. New rules have self-trigger prevention enabled by default.
PART OF YOUR WORKFLOW
Available on paid plans
Bring rule-driven follow-up into your workspace. Explore the plan that fits your team.
View plans and pricingLet the follow-up flow.
Give repetitive work a rule, and give your team time to focus.
[Automated] Please review the launch checklist.