How Automations Work

What automations do

Automations let you define: *when X happens, do Y*. They run automatically in the background without any manual input from your team.

Examples:

• When a lead is created → add tag "New Import"
• When status changes to Qualified → create a follow-up task for tomorrow
• When status changes to Won → add tag "Customer"

Triggers

Currently supported triggers:

• Lead created — fires when a new lead is added to the system
• Status changed — fires when a lead's status is updated to a specific value

Actions

Currently supported actions:

• Change status — automatically update the lead status
• Add tag — add a tag to the lead
• Create task — create a follow-up task assigned to the lead owner
• Notify — send an in-app notification to the assigned team member

Setting up an automation

1. Go to Automations in the sidebar

2. Click New Automation

3. Give it a name (e.g. "Follow-up on Qualification")

4. Choose a trigger (e.g. Status changed → Qualified)

5. Add one or more actions

6. Save and activate

The automation is now live. Every time the trigger fires, the actions run automatically.

Disabling an automation

Click the toggle on any automation card to pause it. Paused automations don't fire but retain their configuration so you can re-enable them later.