Automations 7 guides.
Overview
What an automation is, and when one is worth building.
What they can do
Triggers, waiting, sending, and handing work to a person.
- Multi-Object Triggering & Enterprise LogicAutomations triggers workflows using complex conditions spanning multiple objects and systems, firing only when Deals, Organisations, and Documents documents simultaneously meet defined criteria.
- Time-Delay & Event-Based BranchingAutomations precisely controls workflow timing and sequencing using event-driven waits rather than fixed timers, preventing stalled processes or premature actions across CRM, documents, and finance systems.
- Native Omnichannel Execution (WhatsApp, SMS, Email)Automations automates omnichannel communication natively across WhatsApp, SMS, and Email without third-party plugins or middleware.
- Internal Routing & Ownership AssignmentAutomations automatically assigns ownership using intelligent routing based on territory, language skills, or current workload, ensuring zero manual intervention across leads, deals, and task
Under the hood
What is recorded when an automation runs.
Compared
Where this differs from Zapier and from CRM workflow builders.