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Create a fulfillment project for the account

Create a fulfillment project for the account creates a project in Task Manager from the template you select. If Task Manager is inactive for the account, it will be activated automatically. This action is available on account-scoped triggers.

How it works​

  1. The automation reaches the step with an account in scope
  2. The step creates a Task Manager project from the selected template
  3. If Task Manager is inactive, it is activated for the account
  4. The automation continues to the next step
warning

Using this step twice in one workflow for the same account results in a rejected activation. Use one project creation step per automation run.

Set up the action​

  1. Open the automation builder and add a new step
  2. Under Fulfillment, select Create a fulfillment project for the account
  3. Select the project template to use

Outputs​

This action produces no outputs available to downstream steps.