Script action examples

This section provides example scenarios that can be solved using script actions

Automatically assign new task to user with the least number of assigned tasks in the project

You want to automatically assign new tasks that are added to a project to the team member with the least amount of tasks assigned within that project.

Automatically assign new task demo

Script


Automatically update a goal metric when a deal is closed

You want to automatically update a goal metric value based on the value of a custom field on a task when the task is marked as complete.

Script


Generate a unique UUID when a task is added to a project

You want to add a unique identifier prefix to a task name when it is added to a project.

Generate a unique UUID demo

Script