Automations

Automations let you define rules that trigger actions when specific events occur in your CRM.

Creating an Automation

Navigate to Automations > Create. Each automation has a trigger (the event that starts it) and one or more actions (what happens in response).

Triggers

Available triggers include: record enters pipeline stage, record is created, record is updated, contact tag changes, activity is logged, and scheduled (time-based). For example, trigger when a deal moves to the "Proposal" stage.

Actions

Available actions include: notify a team member, create a task, update a field, move record to a stage, assign record to a team member, and call a webhook. For example, when a deal moves to "Proposal," automatically notify the account owner and create a follow-up task.

Common Automation Patterns

Stale deal alert: Trigger when a pipeline record has been in the same stage for more than 14 days. Action: send a notification to the assigned owner.

New lead routing: Trigger when a contact is created with a specific tag. Action: assign to the rep responsible for that territory and move to the first pipeline stage.

Follow-up reminder: Trigger 3 days after a deal is moved to "Meeting" with no subsequent activity. Action: create a task for the assigned team member.

Managing Automations

View all active automations under Automations. Each automation shows its trigger, actions, run count, and last triggered time. Pause or delete automations at any time.