📝 Overview

The Actions tab is where you trigger department-configured actions for a project — sending customer emails, creating scheduling jobs, generating invoices and documents, and more. Pick an action from the Available Actions list and click Trigger Action to run it for this project.

The Actions tab — pick an action from Available Actions and click Trigger Action to run it. Admins also see a Create Action button.

💡 What You Can Do

• Trigger an action — choose one from Available Actions and run it for this project
• See why an action is blocked — Sunrise tells you what's missing before it runs
• Understand what each action does — emails, scheduling, invoices, documents, and more
• Create and delete actions (admins) — add a new action with a name and webhook URL

▶️ Triggering an Action

Select an action from the Available Actions dropdown (type to search the list), then click Trigger Action. The action runs immediately — for example, sending an email or creating an invoice — and a message confirms success or explains what went wrong. Because actions take effect right away, only trigger one when you're sure it's needed.

The Available Actions list is searchable and shows every action configured for the project's department.

✅ Before an Action Will Run

Sunrise checks a few things first. If something's missing, you'll get a message telling you exactly what to fix. An action can be blocked until:

• Required fields on the project are filled in
• Required files are uploaded
• Required tasks are complete
• The matching Skedulo event exists (for some scheduling actions)
• The project has a customer email (for email actions)
• An Invoicing contact is set (for commercial service invoices)