Automations
Run an action automatically when your records change.
What it is
Automation rules watch for changes and react — no manual chasing. Admins manage them under Automations.
Triggers
- A lead reaches a stage (e.g. Won).
- An invoice reaches a stage (e.g. Follow-up).
- A support ticket is created with a given priority.
- A project changes status.
Actions
- Notify the record owner in-app.
- Notify workspace admins.
- Email the record owner.
Good to know
- Add an optional custom message, or leave it blank for an auto summary.
- Toggle a rule on/off any time; disabled rules never fire.