How do CRM automations work?

Short answer

CRM automations watch for a trigger, such as a status or group change, then run an action like moving an item, sending an email, creating a workspace, or preparing a contract workflow.

Learn moreHow do I create a CRM form?How do CRM boards, groups, and columns work?

Automation sentence builder

  • Automations should read like a sentence: when this happens, then do that.
  • Each blank in the sentence opens the correct selector for boards, groups, columns, email templates, or contract categories.
Learn moreHow do CRM boards, groups, and columns work?

Stable column keys

  • Changing a visible column name should not break automations because automations should reference the stable system key behind the column.
Learn moreHow do CRM boards, groups, and columns work?

Useful starting automations

  • When a lead moves to Booked, move it to an event or client workflow.
  • When a platform prospect changes to Approved, create a workspace and send the admin magic login link.
  • When a contract is needed, prepare a document from the right template category using mapped CRM data.
Learn moreHow do CRM boards, groups, and columns work?How do I create a CRM form?

Related articles

How do I create a CRM form?Learn moreHow do CRM boards, groups, and columns work?Learn more

Last updated for the ORCHESTRIS 2.0 support knowledge-base rollout.