Automation Rules

Automation rules let you define “if this happens, then do that” logic — so the CRM works for you automatically.

Creating a rule

1. Go to Settings (or the Automation section if available)
2. Click New Rule
3. Configure:
   • Name — a descriptive name (e.g., “Send welcome email on new contact”)
   • Trigger — what event fires the rule
   • Conditions — optional filters to narrow when it fires
   • Actions — what should happen

Trigger types

Trigger	Fires when…
Contact created	A new contact is added
Deal stage changed	A deal moves to a different stage
Invoice overdue	An invoice passes its due date
Task completed	A task is marked as done

Action types

Action	What it does
Send email	Sends an email to the contact
Create task	Creates a follow-up task
Update field	Changes a field value on the entity
Send notification	Notifies a team member

Examples

Welcome email

• Trigger: Contact created
• Action: Send email using “Welcome” template

Follow-up on won deal

• Trigger: Deal stage changed to “Won”
• Action: Create task “Send onboarding docs” assigned to account manager

Overdue invoice alert

• Trigger: Invoice overdue
• Action: Send notification to admin

Managing rules

• Active/Inactive — toggle rules on or off without deleting them
• Execution count — see how many times each rule has fired
• Last executed — when the rule last ran

Tips

• Start with simple rules and add complexity as you learn what works
• Use conditions to prevent rules from firing too broadly
• Check execution counts to verify rules are working as expected