Automations connect what happens in one module to what should happen in another. When a Lead is created, notify Slack. When an Invoice is paid, move the project to "active". When a quote is sent, schedule a follow-up.
The shape of an automation
- Trigger — something happens (record created, status changed, time elapsed).
- Conditions — optional filters (only enterprise leads, only in MX timezone).
- Actions — what to do (send email, create task, post webhook, notify channel).
Three useful presets
- Lead → Slack ping. New lead from "Talk to sales" form → notification in #sales.
- Quote sent → follow-up task. Quote in status "sent" for 48h → create task on the owner.
- Invoice paid → onboarding kickoff. Invoice marked paid → create kickoff task for CSM.
First setup
/app/automations → "New automation" → pick a preset or start blank. Test mode runs without side effects.