Features
Automations
Configure event driven and scheduled workflow automations.
Multi step workflows that execute automatically based on triggers.
Triggers
An automation starts when a trigger fires:
| Item created | When a new item is added to the pipeline |
| Item updated | When an item's fields change |
| Stage changed | When an item moves to a specific stage |
| Status changed | When an item's status changes |
| Scheduled | Runs on a recurring schedule |
| Date field | Fires when a date field value is reached |
Steps
Each automation is a sequence of steps:
| Action | Do something (send email, change stage, assign user, create proposal, send webhook) |
| Wait | Pause for a duration (e.g., wait 2 days) |
| Wait until | Pause until a condition is met or a date is reached |
| Condition gate | Continue only if a condition is true |
| Branch | Split into different paths based on conditions |
Actions
| Change stage | Move the item to a different stage |
| Change status | Set the item's status (e.g., mark as Won) |
| Assign user | Assign a team member to the item |
| Send email | Send an email using a template, with variable interpolation |
| Create proposal | Automatically generate a proposal from a template |
| Send webhook | POST item data to an external URL |
Email template variables
When an automation sends an email, the following variables are available in the template:
| {contact_name} | Name of the contact linked to the item |
| {contact_email} | Email of the linked contact |
| {item_title} | Item title |
| {stage_name} | Current stage |
| {status_name} | Current status |
| {assigned_to} | Assigned user |
| {company_name} | Your company name |
Example workflows
Follow up email after 3 days
- Trigger: Item created
- Wait: 3 days
- Condition: Status is still "Open"
- Action: Send follow up email
Automatically assign based on source
- Trigger: Item created
- Branch: Check item source field
- If "Website" → Assign to Sales Team A
- If "Referral" → Assign to Sales Team B
- Default → Assign to Sales Manager
Stale deal reminder
- Trigger: Scheduled (daily)
- Condition: Item hasn't moved stages in 14 days
- Action: Send notification to assignee
Templates
Ready-made automation templates are available to help you get started quickly:
| Email follow up | Sends a follow up email after a configurable delay if the item is still open |
| Stale deal reminder | Notifies the assignee when an item hasn't moved stages within a set period |
| Lead assignment | Automatically assigns new items to team members based on field values |
| Proposal follow up | Sends a reminder email after a proposal has been sent but not yet accepted |
Select a template when creating a new automation and customize it for your workflow.
Run history
Each automation tracks its execution history. Open an automation's summary dialog to see:
- A visual workflow diagram showing the trigger, conditions, and each step with icons
- Run history with status filter (All, Running, Waiting, Completed, Failed, Cancelled)
- Expandable run details with a step-by-step timeline showing what happened at each step
- Running or waiting instances can be cancelled at any time
Managing automations
- Go to Settings → Company Settings → Automations
- Create new automations
- Toggle automations on/off without deleting them
- Duplicate an automation to use as a starting point
- Reorder automations to control execution priority