Triggers and Actions
Automations connect a defined event to a deliberate action, reducing manual steps in your workflow.
Visual Builder
Use the drag-and-drop Automation Visual Builder to create workflows without code. Connect triggers (lead created, quote approved, job completed) to actions (send email, create task, update status).
Available triggers
Trigger on lead creation, quote status changes, job updates, task completion, schedule events, email receipt, voice intake, and custom webhook events.
Available actions
Send emails or SMS, create or update records, assign team members, notify channels, call webhooks, and trigger agent analysis.
Design guidance
Use narrow trigger conditions, avoid irreversible actions without review, and keep an owner responsible for each automation.