Happy New Year!
Our first update of 2023 is a big one. Here at Indy, we're always looking for ways to help you streamline your workflows. To meet that goal, we're excited to introduce...
Cross-tool automations!
Cross-tool automations are in Beta and can now be added to individual
proposals
, contracts
, and invoices
.Automations are made by selecting an event that will trigger the automation and the action that will follow it. The action will just happen when the trigger event occurs, without you even needing to think about it!
How to create automations
You'll be able to find automations at the bottom of the sidebars in the artifact edit menus!
As we said, automations need both a trigger and an action. You'll select the trigger from the list, then you'll pick the action you want to follow it. It's that easy!
Keep in mind
For now, cross-tool automations only apply to
one document at a time
. However, if you create an automation you really like, you can save it as a template and apply it to future documents.The Beta tag
Features in Beta may behave in unexpected ways, and your feedback is always appreciated. Once this feature leaves Beta, it will become a permanent part of the Indy Pro suite.