Automation Overview
Automation lets you define trigger-based rules that run automatically — creating tasks, sending WhatsApp messages, updating statuses, and more — without manual effort.
How automations work
Every automation has three parts:
| Part | Description |
|---|---|
| Trigger | The event that starts the automation |
| Conditions | Optional filters that must match for the automation to run |
| Actions | What happens when the trigger fires and conditions are met |
Module pages
- Triggers & Actions — a full reference of available triggers and actions
- Conditional Branches — how to add conditions and branching logic
Example use cases
| Goal | Trigger | Action |
|---|---|---|
| Assign a follow-up task when a lead is created | Lead Created | Create Task |
| Send a WhatsApp message when a deal is won | Deal Stage Changed → Won | Send WhatsApp Message |
| Notify sales rep when a form is submitted | Form Submitted | Send Notification |
| Auto-assign incoming leads by round-robin | Lead Created | Assign to User |
| Mark invoice as paid when payment is recorded | Payment Received | Update Invoice Status |
Tips
- Automations run in real time — triggered events are processed immediately.
- Use Conditions to prevent automations from firing for the wrong records.
- Test with a single record before enabling for your full contact base.
- Automations can be enabled or disabled at any time without deleting them.