Automations

Automations are if-this-then-that workflows that watch CRM events and fire actions. Live at /dashboard/crm/automations.

Triggers

• Contact created / updated
• Deal stage_changed (any stage, or a specific transition)
• Activity logged (any type or filtered by type)
• Task due_soon / completed
• List membership added / removed

Actions

• send_sms — uses your configured provider, deducts FUEL.
• send_email — through Gmail (1:1) or Mailgun (broadcast).
• log_activity — append to the timeline.
• enroll_in_sequence — kick off a multi-step sequence.
• set_field — write a custom field or lifecycle change.
• fire_webhook — POST to an external URL with the trigger payload.

Example

"When a deal moves to Won, log an activity, send the customer a thank-you SMS, and fire a webhook to my onboarding service." Three actions chained from one trigger.