Skip to content
← All features
Automations

Automate anything, no external glue

When something happens, do something automatically. Drag steps to build a flow: a trigger, optional conditions, then any sequence of actions — send email or SMS, wait, notify, create tasks, update billing and more. A robust visual builder, in early beta for Founders Club members and growing fast.

Start free trial See pricing

Replaces

Zapier Zapier Make Make

Automations

Beta
Run logNew automation

When something happens, do something automatically. Drag steps to build a flow.

Welcome new clients

Active

Client added · 2 steps · 12 runs

Overdue invoice → gentle reminder

Active

Invoice overdue · 3 steps · 8 runs

Payment received → thank-you

Active

Invoice paid · 1 step · 41 runs

New lead → instant follow-up

Active

Lead captured · 3 steps · 19 runs

Milestone complete → invoice + notify

Active

Milestone completed · 2 steps · 6 runs

Urgent ticket → text the team

Active

Ticket opened · 2 steps · 4 runs

Automations

Visual when/then builder

Drag steps to build a flow: WHEN a trigger fires, ONLY IF conditions match, THEN run a sequence of actions.

New lead → instant follow-up

CancelTest runSave
⠿

WHEN

Lead captured

⠿

ONLY IF

Always (no conditions)

⠿

THEN

Send email

{{lead.email}}

⠿

THEN

Wait / delay

60 minutes

⠿

THEN

In-app notification

Follow up with {{lead.name}} via {{lead.source}}

+ Add step

✓ Test run passed — flow is ready

Automations

Triggers & actions for everything

Start from client added, lead captured, invoice paid or overdue, milestone complete or ticket opened — then send email, SMS, wait, notify, create tasks and more.

Triggers

Client addedLead capturedInvoice paidInvoice overdueMilestone completeTicket openedProject startedForm submitted

Actions

Send emailSend SMSWait / delayIn-app notifyCreate taskUpdate billingCreate invoiceWebhook
Automations

Test runs & run log

Test a flow before it goes live and watch every run in the log.

Run log

Payment received → thank-you success 2m ago
New lead → instant follow-up success 14m ago
Overdue invoice → gentle reminder success 1h ago
Welcome new clients success 3h ago
Urgent ticket → text the team success 5h ago
And more

Everything automations should do

Conditions & branching

Add “only if” conditions so flows run exactly when they should.

Merge fields & live data

Insert live data like {{client.name}} and {{lead.source}} into messages and actions.

No external glue

Everything lives in ProjEvo, so you do not need Zapier or Make to wire tools together.

Frequently asked

Is this available now?
Automations are in early beta for Founders Club members and are expanding quickly toward a full drag-and-drop editor for automating anything.
What can trigger an automation?
Client added, lead captured, invoice paid or overdue, milestone complete, ticket opened and more — with new triggers added regularly.
What actions are available?
Send email, send SMS via Twilio, wait/delay, in-app notifications, create tasks and update billing, chained in any order.
Can I use client data in messages?
Yes. Insert merge fields like {{client.name}} or {{lead.email}} into any message or action.
Do I need Zapier or Make?
No. Automations run natively across ProjEvo, so there is no external glue to maintain.

Explore more of the platform

Projects & delivery

Tasks, deliverables, milestones, sprints, approvals, time tracking with a built-in timer, a per-project Brand Kit and switch-on integrations — the whole delivery workflow in one workspace.

Billing & money

Branded contracts and proposals, invoices, recurring subscriptions and a client wallet that pays you automatically — Stripe and PayPal built in.

Support desk

A full ticket desk with SLAs, live chat backed by custom AI agents, and a knowledge base — all white-labeled inside your client portal.