Create and manage workflow automations
Trigger Events
Select from 16+ system events like proposal_sent, wizard_completed, daily_cron
Delays & Scheduling
Queue actions for later (48h follow-ups) or run daily/hourly checks
Conditions
Use 12 operators to check lead tags, phases, timestamps, and custom fields
Actions
Send emails, update tags/phases, notify users, publish to marketplace
Example Use Cases:
20
Total Automations
20
Active
0
Paused
0
Total Triggers
| Name | Trigger Event | Status | Recurrence | Triggers | Last Triggered | |
|---|---|---|---|---|---|---|
Quote Follow-Up Sequence 3 days after you send a quote, send a check-in email. If no response in 5 more days, send a 'any questions?' SMS to nudge them along. | lead_stage_changed | Active | — | 0 | Never | |
automation_error_admin_alert Alerts admin when automation execution fails | automation_failed | Active | — | 0 | Never | |
project_completed_archive_to_vault Archives all project data to vault when project completes | project_completed | Active | — | 0 | Never | |
builder_message_notify_homeowner Notifies homeowner of new builder message | new_message | Active | — | 0 | Never | |
homeowner_message_notify_builder Notifies builder of new homeowner message | new_message | Active | — | 0 | Never | |
subscription_payment_failed_notify_admin Alerts admin when builder payment fails | stripe_payment_failed | Active | — | 0 | Never | |
subscription_activated_notify_admin Notifies admin when builder subscription is activated | stripe_subscription_activated | Active | — | 0 | Never | |
admin_approved_lead_publish_marketplace Publishes lead to marketplace when admin approves | admin_approved_lead | Active | — | 0 | Never | |
design_completed_notify_admin Notifies admin when new homeowner design is completed | wizard_completed | Active | — | 0 | Never | |
proposal_accepted_to_project Advances lead to active project when proposal is accepted | proposal_accepted | Active | — | 0 | Never | |
proposal_viewed_notify_builder Notifies builder when homeowner views their proposal | proposal_viewed | Active | — | 0 | Never | |
lead_purchased_notify_builder Notifies builder immediately when they purchase a lead | lead_purchased | Active | — | 0 | Never | |
proposal_view_reminder Reminds homeowner to view proposal after 48 hours | proposal_sent | Active | — | 0 | Never | |
proposal_sent_notify_homeowner Notifies homeowner when proposal is sent | proposal_sent | Active | — | 0 | Never | |
wizard_completed_review_call_prompt Prompts homeowner to book advisor call 2 hours after wizard completion | wizard_completed | Active | — | 0 | Never | |
Lead Open Reminder Notify builder if purchased lead hasn't been opened in 2 hours | lead_purchased | Active | — | 0 | Never | |
Handover Upload Reminder Remind builder to upload handover materials 7 days after project start | project_started | Active | — | 0 | Never | |
Stale Project Reminder (Daily) Alert builder if active project hasn't been updated in 7 days | daily_cron | Active | daily | 0 | Never | |
Review Call Reminder (24h) Remind homeowner to book review call if not done after wizard | wizard_completed | Active | — | 0 | Never | |
Proposal Follow-Up (48h) Send reminder if proposal hasn't been viewed after 48 hours | proposal_sent | Active | — | 0 | Never |