Automation & integrations
Automation
When something happens, do something — no code.
Automation rules watch your modules and react automatically. A rule is: when a record is created or updated and your conditions match, run an action.
- 1Open the Automation app and start from a template (e.g. "Deal won → notify sales").
- 2Choose the trigger — a record type and whether it's created or updated — and add conditions.
- 3Pick an action: send a notification or add a follow-up activity, using {field} placeholders for values.
- 4Save. Rules run live as your data changes.
Test a rule
Click the ▶ Test button on any rule to fire it immediately with a sample matching record. It runs end-to-end — you'll get the real notification and the rule's run count goes up — so you can confirm it works before relying on it.