1. Go to your Utilities located on the bottom of the navigation menu
  2. Then you'll want to click Add new automation 
  3. Now you can choose the trigger that you want to set up for this automation. (Currently you can choose between client created, invoice fully paid, and invoice partially paid. More to be added soon)
  4. Once you select your trigger you'll then be asked to select an action. (Currently you can choose between send email, change project stage, and create task. More to be added soon)
  5. Finally, click Add Automation. 

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