Automations
Trigger → conditions → actions. Simulate safely before publishing; every run is logged step by step.
| Automation | Trigger | Status | Version | Runs | Last run | Controls |
|---|---|---|---|---|---|---|
| New lead response taskWhen a deal is created from a web lead, create a same-day follow-up task. | deal.created | published | v1 | 0 | — | |
| Deal won → project kickoff checklistWhen a deal is won, add kickoff tasks to the auto-created project. | deal.won | published | v1 | 0 | — | |
| Invoice overdue reminderWhen an invoice becomes overdue, log a reminder message and note it on the customer. | invoice.overdue | paused | v1 | 0 | — | |
| Urgent ticket escalationWhen an urgent ticket is created, escalate it and create an immediate response task. | ticket.created | published | v1 | 0 | — |