Automation System
Connect triggers (events & schedules) to actions (notifications, tasks, emails, webhooks) with optional AI enrichment. Build once, run forever.
Core Components
Triggers (35+ types)
Lead created/updated, Property matched, Contact activity, Task completed, Stage transitions, Calendar events, Email opens, Document signed, Scheduled timesConditions (17 operators)
equals, contains, regex, greater/less than, in_list, is_empty, date comparisons. Combine with AND/OR logic for complex rules.Actions (25+ types)
Send email/SMS, Create task, Update fields, Add tags, Send webhooks, Trigger AI analysis, Start sub-workflows, Delay executionSmart Features
Retry logic with exponential backoff, Schedule with timezone support, Dry run mode for testing, Health monitoring, Execution statistics
How to Build Automations
Method 1: From Pipeline Builder (Easiest)
- 1. Go to /pipelines/builder → Open any pipeline
- 2. Click a stage → Scroll to 'Stage Automations'
- 3. Click '+ Add Automation' → Select trigger & action
- 4. Click 'Create as Workflow' → Opens visual builderThis creates a reusable workflow you can apply to other stages!
Method 2: Visual Workflow Builder (Advanced)
- 1. Go to /workflows → Click 'Create New Workflow'
- 2. Drag nodes from sidebar: Triggers, Conditions, Actions
- 3. Connect nodes with arrows to define flow
- 4. Configure each node → Test → Save as template
Method 3: Automation Hub (Management)
- 1. Go to /automation/hub → View all rules dashboard
- 2. See stats: Active Rules, Success Rate, Executions
- 3. Toggle active/inactive, clone, or delete rules
- 4. Monitor health: Check rules needing attention
Best Practices
- Start simple, scale graduallyBegin with one trigger → one action. Test thoroughly before adding conditions or multi-step workflows.
- Use pipeline stages for structureDefine your deal stages first, then add automations. This keeps your process clear and automation logic manageable.
- Convert stage automations to workflowsOnce you have a working automation in a stage, convert it to a workflow so you can reuse it across multiple pipelines.
- Enable retry logic for critical actionsEmail sends and API calls can fail temporarily. Enable retry with exponential backoff to handle transient errors.
- Monitor health regularlyCheck automation health reports weekly. Rules with >30% failure rate need attention.
- Use dry run mode for testingTest new automations in dry run mode to see what would happen without actually executing actions.
Common Use Cases
Welcome Email Sequence
Trigger: Contact Created → Action: Send welcome email → Wait 2 days → Send follow-upStale Deal Notifications
Trigger: Scheduled Daily → Condition: Deal in stage > 7 days → Action: Notify agent + Create follow-up taskLead Scoring & Routing
Trigger: Lead Score Changed → Condition: Score > 80 → Action: Assign to senior agent + Send notificationDocument Processing
Trigger: Document Uploaded → Action: AI extract key terms → Update deal fields → Notify attorneyQuick Start
Ready to automate? Start with these simple steps:
1. Open Pipeline Builder → Add stage automation2. Explore Visual Workflow Builder3. View Automation Hub dashboard
📚 Advanced Resources
For developers and technical implementation details: