Automations and rules
Automate the repetitive: create tasks, update fields, send emails and fire alerts by triggers and conditions (including steps scheduled in the future) with cross-object rules and validations.
- Triggers on create/update
- Chained and scheduled actions
- Cross-object rules and validations
Triggers on create and update
Fire actions automatically when a record is created or updated. The process moves on its own at the right moment.
Chained and scheduled actions
Chain steps and schedule actions for the future with idempotent execution. Nothing runs twice by mistake.
Cross-object rules
Build rules that span objects to block or act based on context. Business logic applies across the whole CRM.
Validations and scoring
Validate data and score records using data versioned by effective date. Change a rule and history stays correct.
Less manual work
Repetitive tasks become reliable, auditable automation. The team focuses on what truly needs a human.
Idempotent, reliable scheduled steps
Rules that cross objects (block/action)
Validations and scoring via versioned data
If this, then that
Define conditions and actions without code: on stage change, create a task; on reaching a value, require approval.
At the right time
Schedule actions for N days out (follow-up, renewal, nurturing) with idempotent execution.
- 1
Choose the create or update trigger.
- 2
Define the actions, chained or scheduled for the future.
- 3
Add cross-object rules and validations.
- 4
Version the rules by effective date to keep history correct.
Routing leads on creation
A create trigger assigns the lead, creates the follow-up task, and schedules a reminder all at once.
Blocking an inconsistent deal
A cross-object rule prevents closing a deal without a valid contact linked to the account.
Scoring opportunities
Versioned scoring rules rank deals by potential without breaking old reports.
How do automation triggers work?
You define conditions and actions without code: on stage change, create a task; on reaching a value, require approval.
Can I schedule an action for the future, like a follow-up a few days out?
Yes. You can schedule actions for N days out, such as follow-up, renewal or nurturing.
Can a scheduled action run twice by mistake?
No. Execution is idempotent, so scheduled steps are reliable and don't duplicate by accident.
What are cross-object rules?
Rules that cross different objects to block or act based on context, applying across the whole CRM.
Can I require a valid contact before closing a deal?
Yes. A cross-object rule can prevent closing a deal without a valid contact linked to the account.
How does record scoring work?
Versioned scoring rules rank records by potential, and rule changes don't break old reports.
Do triggers fire on both creation and editing of a record?
Yes. Actions can fire on both the creation and the update of a record.
Is this feature included in the free plan?
Yes. It is free to use, and you only pay for infrastructure usage above US$20 per month.
Can I chain several actions in a single automation?
Yes. You can chain steps, such as assigning the lead, creating the follow-up task and scheduling a reminder, all at once.