Automations: Stop with Tags

Overview

Tags are a powerful tool that companies can use to track and document specific actions on a job or project. With this release, companies can now leverage tags within automations to conditionally halt processes based on whether a tag has been added to a job or project. This enhancement unlocks limitless possibilities for creating custom automation logic, including the ability to prevent duplicate emails from being sent.

Stop If Tag

In the existing “Stop If” action, we’ve introduced the option to select the type of resource you want to check within Supermove. The available options now include Project, Job, Task, and the newly added Tag.

When Tag is selected for checking, you can set the condition to either “is assigned” or “not assigned.”

• Is assigned: Will stop the automation if the specified tag has been assigned to the job or project being checked.
• Not assigned: Will stop the automation if the specified tag has not been assigned to the job or project.

Note: If you select multiple tags, all of them must be assigned or not assigned for the condition to be satisfied. It’s an all-or-nothing approach. If you need to perform partial checks, consider adding multiple "Stop If" actions to the automation.

Example

Here’s an example of how this new action can be utilized: After sending a confirmation, the automation will wait for a day and check if the “confirmation signed” tag has been assigned. If the tag is assigned, the automation will exit, preventing the email from being sent. If the tag is not assigned, the automation will proceed with the next steps, such as sending emails, SMS, etc.

Deprecated: Get Project / Job / Task Data

We've enhanced the “Stop If” action to automatically fetch the latest data, eliminating the need for separate “Get Project Data” steps, which were also used for jobs and tasks. Consequently, these actions are no longer necessary in new automations. Existing automations can continue to run these steps, but they are redundant if the automation is updated to use the new "Stop If" logic.