Automations

Workflow rules that create alerts, tasks and email drafts as records move through the CRM.

New Lead Intake

Lead created

Fires the moment a lead is created or converted from a request or referral. Alerts the lead owner and opens a 24-hour first-touch task.

  • Notify lead owner
  • Email owner a lead brief
  • Create follow-up task (24h)
38 runs this month · last 20h ago

Runs automatically the moment a matching record changes.

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Overdue Follow-up Watch

Lead follow-up date or task due date has passed

Scans open leads and tasks for missed commitments and escalates each one to its owner until it is cleared.

  • Notify record owner
  • Email overdue digest
  • Escalate task priority
12 runs this month · last yesterday
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Proposal Follow-up Cadence

Deal sitting in Proposal Sent or Agreement Sent for 3+ days

Keeps outstanding proposals moving with a 3-day nudge and a 10-day escalation, plus a ready-to-send chase email.

  • Create 3-day follow-up task
  • Notify deal owner
  • Draft proposal chase email
9 runs this month · last 5 days ago
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Deal Stage Change Alerts

Deal moves to a new pipeline stage

Announces every stage move with the new probability, weighted value and the next expected action; Won and Lost moves escalate.

  • Notify deal owner and leadership
  • Email stage-change summary
  • Create stage task
3 runs this month · last 18 days ago

Runs automatically the moment a matching record changes.

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Other rules (3)

  • Contract Renewal Watch
    90 days before contract renewal · Create renewal opportunity · Notify account owner
  • Dormant Client Check-in
    No contact with a client for 45 days · Create relationship follow-up task
  • Referral Received
    Referral logged · Thank referral partner · Create lead · Track conversion