Automations

Build it once.
It runs forever.

Visual workflow builder with smart triggers, action chains, and full run history. Every business event can trigger emails, tasks, Slack, documents, and more.

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Live in the platform · Automations
Automation Features

Everything You Need to Automate Your Business

Visual builder, smart triggers, action library, and full audit trail.

Every Automation at a Glance

See all your automations in a searchable list with name, trigger type, enabled status, and last run. Filter by trigger type: stage changed, form submitted, email received, call analysed. Enable or disable any automation with one click.

  • Filter by trigger type
  • Enable/disable with one click
  • See last execution status
  • Search by name

Build Workflows Without Code

Each automation has a trigger at the top and a chain of actions below. Pick your trigger: deal moves stage, form submitted, email received, call transcribed. Then add actions in sequence: send email, create tasks, notify Slack, generate a document, create an invoice. The whole chain runs automatically.

  • Trigger + action chain layout
  • 8+ trigger types available
  • Drag to reorder actions
  • Conditions and filters

Every Action You Need

Send personalised emails with merge fields. Create tasks with due dates. Notify your team on Slack. Send SMS messages. Generate documents from templates. Create invoices. Send for e-signing. Move deals between stages. Chain as many actions as you need: they run in sequence.

  • Send email with merge fields
  • Create tasks with due dates
  • Slack, SMS, and webhook actions
  • Documents, invoices, e-signing

See Exactly What Happened

Every automation run is logged with status, timestamp, and trigger data. See which automations fired, which succeeded, and which failed. Debug issues instantly. Filter by date, status, or automation. Full transparency: nothing runs in the dark.

  • Completed, failed, running status
  • Trigger data for each run
  • Filter by date and status
  • Debug failures instantly

Trigger From Anywhere

Stage changed: fire when a deal moves. Form submitted: fire when a client fills in a form. Email received: fire on inbound email. Call analysed: fire after a voice call. SMS received, checkout completed, Meta lead ad, TrustPager signup. Every business event can trigger a workflow.

  • Stage changed triggers
  • Form submission triggers
  • Email and SMS triggers
  • Call and webhook triggers
Automation Questions

Everything You Need To Know

Click 'New Automation', give it a name and description, choose a trigger type, then add actions in sequence. Each action has its own configuration: email templates, task details, Slack channels, etc.
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