Automation
Automation lets you build "when this happens, do that" workflows without any code — for example when a deal is won, create a task and send a webhook, or when an employee is added, send a welcome message. You design each workflow visually on a canvas, then turn it on and let it run in the background.
Module & permission: The Automation menu appears only when the module is enabled for your company and your role has the automation permission. Building automations is an admin-level task.
Key ideas
An automation is made of three kinds of steps:
| Step | What it is |
|---|---|
| Trigger | The event that starts the workflow — e.g. Contact created, Deal won, Task completed, Leave applied, Attendance check-in. Every automation begins with one trigger. |
| Filter / condition | Optional rules that decide whether to continue — e.g. only when the deal value is above a threshold, or the contact has a certain tag. |
| Action | What the workflow does — e.g. create a task, add a note, send a webhook/notification, update a field. You can chain several actions. |
Creating an automation
- Go to Automation and click Create (or New Automation).
- Give it a name.
- On the builder / canvas, add a Trigger, then drag in filters and actions and connect them in the order they should run.
- Configure each step (the catalog lists every available trigger, filter and action).
- Activate the automation when you're ready. Draft automations don't run.
The automations list
The main page lists your automations with their name, status (Draft / Active / Paused), and controls to edit, pause/resume, or delete each one.
Runs & testing
- Runs — open an automation's Runs view to see each time it fired, which steps executed, and whether they succeeded. This is where you troubleshoot.
- Test records — you can test an automation against sample records before enabling it, so you can confirm it behaves as expected without affecting real data.
Tip: Start simple — one trigger and one action — confirm it works from the Runs view, then add filters and more actions.
Common uses
- Auto-create an onboarding task when a new employee is added.
- Post to Discord/Slack (via a webhook action) when a deal is won.
- Notify a manager when a high-value invoice is marked paid.
- Tag or categorise contacts automatically based on activity.
Related: For sending events to an external URL directly, see Webhooks. Automation can also call webhooks as an action.