---
path: docs/guides/automations
title: "Automations"
desc: "Automations let you define rules that trigger actions when specific events occur in your CRM."
date: "Mar 30, 2026"
---

# 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 candidate moves to the "Offer" stage.

### Actions

Available actions include: send email notification, 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 candidate moves to "Offer," automatically notify the hiring manager and create a follow-up task.

## Common Automation Patterns

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

**New application routing:** Trigger when a contact is created with a specific tag. Action: assign to the recruiter responsible for that role and move to the first pipeline stage.

**Follow-up reminder:** Trigger 3 days after a contact is moved to "Contacted" 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.