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Automations let you create workflows that run on their own when specific events happen. Use them to save time, improve consistency, and respond to customers faster—without manual effort.

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Automations let you create workflows that run on their own when specific events happen. Use them to save time, improve consistency, and respond to customers faster—without manual effort.

What you can automate

  • Send SMS or plain‑text emails when a contact is created or updated
  • Apply tags, update CRM fields, or create tasks based on activity
  • Notify your team or log sales activities when messages are sent/received
  • Kick off follow‑ups after meetings, orders, or invoices
  • Trigger workflows when a conversation summary is created
  • Create tasks, notes, and logged calls on opportunities
  • Get a response from an AI Employee as part of a workflow

How it works

Every automation includes:

  • Trigger: The event that starts your workflow (for example, When a contact is created)
  • Conditions (optional): Narrow when it should run
  • Actions: What happens next (for example, Send SMS, Send plain text email, Update company)

Get started

  1. Go to Business App > Administration > Automations
  2. Select Create Automation
  3. Choose a template from the gallery, or start from Blank
  4. Add your Trigger, Conditions (optional), and Action steps
  5. Save and toggle your automation On

Builder and settings

Each automation has a Settings tab where you control how and when your workflow runs.

Entry settings

  • Only once per company: Run a single time for each company
  • Multiple times per company: Run every time the trigger conditions are met
  • One at a time per company: Ensure a new run starts only after the previous one finishes

Error handling

  • Skip the step and continue: Recommended in most cases
  • Stop the automation run: Use when later steps depend on earlier ones

Review activity

Use the Activity tab on an automation to see what ran, when it ran, and whether it succeeded. This is helpful for verification and troubleshooting.

Learn more

  • Builder and settings
    • Entry settings, error handling, and activity are covered below
  • Messaging actions
  • Templates and recipes
  • Start from a form
  • Connect external systems with Zapier

Frequently Asked Questions (FAQs)

Yes. Add the "Get a response from an AI Employee" action to send context (for example, a conversation summary or form submission) to your AI Employee and use the response later in the workflow.

Use the "Start automation for a list" action in your automation builder. Select your target list (contacts, companies, or custom objects) and choose which automation to run. The automation will execute for each record in the list.

Getter actions let you retrieve related data during automation runs. For example, "Get company from contact" retrieves company information when your automation is processing a contact record. This helps you work with connected data across your CRM.

Regular automations trigger based on events (like "when a contact is created"). List automations let you manually trigger a workflow for an entire existing list of records, making them ideal for bulk operations and targeted campaigns.

In this section

ZapierBusiness App CRM can be connected to many 3rd party systems using Zapier.2 pagesPause Campaign ActionsThe Pause Campaign action in the automation builder allows you to automatically stop campaigns for a contact or an entire company when specific conditions are met. These actions ensure your outreach sAutomation Activity & HistoryUse Automation Activity to see what ran, when it ran, and whether it succeeded. This helps you verify outcomes and troubleshoot issues.Messaging actionsAutomate outbound messages from your workflows using SMS or plain‑text email. Great for confirmations, reminders, and follow‑ups.Templates and recipesGet started fast with pre‑built templates and step‑by‑step recipes you can customize.TriggersAutomation triggers are specific actions that start your workflows. There are numerous triggers to choose from, and we're frequently adding more. The trigger area also displays your automation's descrConditionsConditions work alongside automation triggers to give you precise control over when a workflow runs. Trigger conditions allow you to further filter the triggers that start your workflows. There are a StepsAutomation steps are what happen after a trigger fires. Each step defines a specific action your workflow performs: sending a message, updating a record, creating a task, and so on. You can add multipNavigating the canvasOnce an automation grows past a handful of steps, the canvas gets hard to scan. The connections between steps become invisible too, because dynamic content refers to steps by ID rather than by name. TAutomation settingsEach automation has a Settings tab where you control how and when your workflow runs. These settings help you avoid duplicate runs, manage errors gracefully, and ensure automations behave as expected.Automation activityUse Automation Activity to see what ran, when it ran, and whether it succeeded. This helps you verify outcomes and troubleshoot issues.Dynamic content in automationsDynamic content refers to placeholders you add to message content, such as email body or SMS text, that are replaced with real data when the automation runs. For example, you can insert the contact's Time-based triggersRun automations on a recurring schedule without waiting for an event to trigger them. The On a schedule trigger is useful for routine tasks like sending team reminders, weekly notifications, or monthlReview request automationsReview request automations send review request emails to customers after a purchase, visit, or other interaction—so you don't have to send each request manually.Use Cases4 pages