Automation Rules
Every event becomes
an automated action
22 trigger types listen for changes across contacts, calendars, pipelines, and tasks. 40 action types execute the response. Combine them to automate any repeatable process in your business.
React to every signal
New lead, missed call, stage change, overdue task. Every meaningful event in your CRM can fire a workflow automatically.
Chain unlimited actions
Send an email, assign a task, update a field, move a deal, and notify a rep in a single workflow triggered by one event.
Precision targeting
Filter triggers by contact properties, deal values, custom fields, or engagement scores so workflows only fire when they should.
Triggers & Actions
The building blocks for any automation
Contact Triggers
Fire workflows when contacts are created, updated, tagged, scored, or when a specific field value changes.
Calendar Triggers
Trigger automations when meetings are booked, rescheduled, cancelled, or when a no-show is recorded.
Pipeline Triggers
Start workflows when deals move stages, are created, reach a value threshold, or sit idle past a deadline.
Task & Event Triggers
React to task completions, overdue items, event attendance, and form submissions across your entire workspace.
Communication Actions
Send emails, SMS messages, internal notifications, and Slack alerts as automated responses to any trigger.
Pipeline Actions
Move deals between stages, update field values, assign owners, create tasks, and log activities automatically.
Smart Triggers
Listen for every signal that matters to your business
Contact field changes, calendar bookings, pipeline stage moves, task completions, and form submissions all serve as triggers. Filter each trigger with conditions so your automations only fire for the right contacts at the right time.
Powerful Actions
40 actions that handle the work your team used to do manually
From sending personalized emails to updating deal stages, assigning tasks, creating contacts, firing webhooks, and syncing data across tools, every action runs reliably and logs its result so you can trace exactly what happened in every execution.
Automate your playbook
Your best processes deserve to run themselves.
Connect triggers to actions and let your workflows handle the repetitive work while your team focuses on closing.