Automated Tasks Can Now Trigger on Sets

Shared by Jessica • August 10, 2026

Hi there,

Automated Tasks gained a new condition so you can trigger a task when a transaction contains a specific set, in addition to products and services. This makes your automation rules match the way you actually package your inventory.

What's New:

• A new "Transaction Contains Set" condition for automated tasks.

• Works alongside existing product and service conditions.

How to Use It:

• Go to your Automated Tasks setup.

• Add or edit a rule and choose the Transaction Contains Set condition.

• Select the set that should trigger the task, then save.

Benefits:

• Automate follow-ups and prep steps whenever a set is booked.

• Fewer manual reminders for your team on packaged rentals.

• More precise automation that reflects your set-based offerings.

If you have any questions, please reach out to our team through the chat or by emailing [email protected].