JobBoard Status Change Automations allow businesses to automatically perform actions whenever a status changes within a JobBoard status column.
This automation type is built around a simple concept:
When a status changes to a specific value (the Trigger), perform one or more Actions automatically.
This allows businesses to automate customer communication, workflow progression, production processes, and internal notifications without requiring manual intervention.
Trigger: Status Changes
The trigger for this automation is a change within a selected JobBoard status column.
You choose:
Which Status column
Which Status value within that column should trigger the automation
Examples include:
Account Status changes to Paid in Full
Artwork Status changes to Proof Approved
Production Status changes to Complete
Shipping Status changes to Dispatched
Once the selected status is triggered, Hoops automatically executes the configured action.
This allows businesses to automate processes based on real operational milestones throughout the Job lifecycle.
Action: Send an Email Notification
One available action is sending an email notification.
Notifications can be sent to:
The Customer
Job Owner
Job Creators
Specific Hoops Users
A combination of these - you can select more than 1
Emails can include dynamic shortcodes that automatically personalize the message using Job, Customer, and workflow information.
Common examples include:
Notifying a customer that their order has shipped
Informing Production that artwork has been approved
Alerting Accounts that a Job is ready for invoicing
Action: Send an SMS Notification
Status Change Automations can also send SMS notifications.
SMS messages are commonly used for:
Shipping notifications
Proof approval reminders
Production updates
Customer collection notifications
Time-sensitive customer communications
Because SMS messages are typically seen quickly, they can be highly effective for important updates that require prompt attention.
Action: Update Another Status
Status Change Automations can automatically update another JobBoard status column.
For example:
Artwork Status = Proof Approved → Set Production Status = Ready
Account Status = Paid in Full → Set Dispatch Status = Approved
Production Status = Complete → Set Shipping Status = Ready to Ship
This helps workflows progress automatically while reducing manual administration.
Combine Actions into Workflow Automation
A single Status Change Automation can perform multiple actions at once.
For example, when Production Status changes to Complete, Hoops could:
Email the customer
Send an SMS notification
Update the Shipping Status
Trigger additional automations
This allows businesses to automate large portions of their operational workflow while maintaining consistency across departments.
Automation Examples
JobBoard Status Change Automations are commonly used for:
Proof approval workflows
Production handovers
Dispatch notifications
Customer collection notifications
Internal team communication
Workflow progression
For practical examples and recommended workflows, see JobBoard Automation Examples.
Benefits of Status Change Automations
Using JobBoard Status Change Automations helps businesses:
Reduce manual administration
Improve customer communication
Increase workflow consistency
Eliminate missed follow-ups
Automate production processes
Improve team accountability
By automatically responding to Job status changes, Hoops helps businesses create more efficient and scalable operational workflows while ensuring work continues moving through the production process.