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Automate selection and submission of an Action menu selection

Tony I
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June 6, 2025

Upon creation of a milestone (or even an issue), is it possible to automate the selection and submission of an Action? In this example, I would like to automate selecting the "Value Release - Add Required Forms" action. Then I will work on automatically submitting the forms, but need to automate this step first if possible.

 

What would be the component(s) to use in an automation to accomplish this?

Screenshot 2025-06-06 at 4.24.20 PM.png

1 answer

1 vote
Darryl Lee
Community Champion
June 6, 2025

Hi @Tony I -

The Actions that you've screenshot there are Automations themselves. They are showing up in that menu because they have Manual triggers.

If you want an to automatically trigger "Value Release - Add Required Forms" from an issue creation, you would simply need to copy that rule and change the trigger to be: Issue created (and presumably you'd want to check conditions like if it's a particular project or something.)

Please let me know if that doesn't make sense.

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