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Productivity
Automation
Put your busywork on autopilot.
A no-code rules engine that watches every module and reacts for you — when a deal is won, an invoice is paid, stock runs low, or a ticket turns urgent, it fires notifications and follow-up activities automatically.
What you can do with Automation
Built into the platform — no plugins, no add-ons, no extra cost.
- No-code 'when this → do that' rules across all modules
- Trigger on records created or updated, with conditions
- Actions: in-app notifications and follow-up activities
- One-click starter templates for common workflows
- Per-rule run counts so you can see what's firing
More in Productivity
Apps that pair naturally with Automation.
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