Automations overview
A proposal gets accepted and a project kicks off with tasks, an invoice, and a client invitation, all without a single manual step. Automations build these workflows visually, connecting a trigger (the event that starts things), optional conditions (filters that decide whether to continue), and actions (what happens next) into chains that run the moment something happens in your workspace.
The visual builder
Each automation is built visually as a connected flow. It starts with a trigger, passes through optional conditions, and ends with one or more actions. You drag to connect them, so building a workflow reads like a flowchart rather than a script. The entire process runs without code.
What automations connect
Automations tie supported trigger events to follow-up actions across your workspace. A form submission can create a contact, create a task, or send an email when those actions are added to the automation. An invoice, proposal, contract, task, or form event can start a chain of actions, with optional conditions deciding whether the chain continues. Scheduler bookings and project status changes are handled by their own product flows and notifications, not as automation trigger modules.
Real-time execution
Automations run the moment their trigger event occurs. A proposal gets signed overnight, and the project, invoice, and client invitation are already waiting the next morning. Each execution follows the chain top to bottom, evaluating conditions and running actions in sequence. Because automations react in real time, the gap between an event and its consequences closes instantly, without anyone needing to be online.
