™Sections and rules
Your workspace, in your words.
Each part of your workspace is a section: customers, projects, files, invoices, and so on. Tri-Gig names them the way your business does. A consultant sees Clients. A nonprofit sees Donors. You can add a section for anything else, and you can write simple rules to make routine things happen on their own.
When an invoice is paid, thank the client and close the step.
When a step has no owner 3 days before it’s due, tell the goal owner.
When a new donor is added, send the welcome letter and add to Spring appeal.
When a booking is confirmed, create the turnover checklist.
Trig can draft a rule from a sentence you type. It arrives switched off until you turn it on.
What it does
Every section, on every plan
Customers, projects, tasks, calendar, messages, files, invoices, and cases. Nothing is held back for a more expensive plan.
Add a section for anything
Grants, properties, equipment, sessions. Choose the details you want to record. You can ask Trig to add one for you.
Flows you build on a canvas
Automation Studio is a visual flow builder: a trigger, then actions, conditions, branches, and delays. Test in a sandbox, then publish. If you would rather say it in a sentence, like “when an invoice is paid, send a thank-you,” Trig drafts the flow for you.
Files you control
Share a folder with your team, one person, or a customer. Deleted files are kept for 90 days. Documents Trig writes for you go into a folder called From Trig.
Messages that reach people
Mentions, attachments, and text alerts to your phone with one switch. Each person turns their own texts on and off.
Free accounts for your customers
Clients, donors, students, or guests get a free account to see what you share with them, like an invoice or a file.
What this means for you
- You never have to rename “Deals” to “Grants” and hope the rest of the software keeps up.
- The routine work after a payment, a booking, or an event happens on its own.
- A new teammate finds their way around quickly because the words are the ones you already use.
- Sharing something with a customer is one link, not a system they have to learn.
- Who can see and change what is set once by an admin, or by Trig when you ask.
You started the business.
This is where you run it.
Answer seven questions and see your workspace today. Free for 14 days. Your card is not charged until the trial ends.