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Automation

Define rules for recurring work.

Connect a trigger to conditions and suitable actions.

App preview: Automation
App view with entirely fictional venues, organisations and contacts. The sample data does not represent a real business. Closed Beta features are agreed with your access.

Choose a trigger

A rule can respond to record changes or a scheduled time.

Connect actions

Depending on enabled connections, actions can create tasks, notifications or emails.

Check execution

The overview shows rule status and recent runs. Check failed or skipped steps before relying on a workflow.

Features at a glance