For enhanced control over when an automation starts running, you can create an automation with a manual trigger. Automations configured with this trigger will not automatically run in projects and instead, will only run when you manually trigger them from specific projects.
To manually trigger an automation in a project, you’ll need to:
📚 Tip
This article covers Automations 2.0, HoneyBook's new automations builder with conditional logic, 3rd party app integrations, and more. Learn more about Automations 2.0 here.
Set up and activate your automation
Get started building an automation
Set the automation trigger to Manual trigger
Continue building out your automation as needed
Be sure to Activate the automation to make it available
Your automation is now activated. Though it’s active, it will not automatically run in projects. You can start manually triggering it in the projects of your choice.
Manually trigger an automation in a project
From a project workspace
Open the project in which you’d like to manually trigger an automation: search using the search bar, or select the Projects tab to view your full list of projects
Locate Automations under the Only visible to you section
Click the plus (+) sign
If automations are already running in the project, click the three dot icon > Trigger instead
From the pop-up that appears, select the automation(s) you’d like to manually trigger in the project
Only active automations with manual triggers will appear in this list
Click Trigger Now to confirm
Your automation will start running in the project. You can keep track of all of your automation runs from the Activity tab.
From the pipeline
Select Projects in the top navigation bar to be brought to your project pipeline
Locate the project in which you’d like to manually trigger an automation
By the project, select the three dot icon > Trigger automations
From the pop-up that appears, select the automation(s) you’d like to manually trigger in the project
Only active automations with manual triggers will appear in this list
Click Trigger Now to confirm
Your automation will start running in the project. You can keep track of all of your automation runs from the Activity tab.
FAQ
Why is my automation not able to be manually triggered?
If your automation isn’t appearing in the list of available automations to manually trigger in a project, make sure that:
Only active automations with manual triggers can be manually triggered from a project.
I have an existing automation, that does not have “manual trigger,” that I want to manually trigger in a project. How can I do this?
At this time, you cannot trigger any automation manually–only active automations configured with manual triggers.
If you have an existing automation that you’d like to manually trigger, consider duplicating the automation, adjusting the trigger to “manual trigger,” and then manually triggering it from the project of your choice.
Why would I want to create an automation with a manual trigger?
You may want to leverage this trigger if:
Your trigger (e.g. a phone call) isn’t available in HoneyBook
You want more control over when an automation starts running