CRM automation
CRM automation you can read and audit.
Build workflow automation for sales, service and people from fifteen triggers and a long list of actions. Draft in plain English, publish when you are ready, and read the run history afterward.
How it works
WHEN, IF, THEN, in that order.
- WHEN a trigger fires
Fifteen triggers, including three from chat. Examples are a form being submitted, a deal entering a stage, a quote being accepted or an invoice being paid.
- IF conditions match
Add conditions, if/else branches and waits, or ask Genie a yes or no question as a step.
- THEN actions run
Create tasks, quotes, invoices, deals, tickets or subscriptions, notify people, update properties, post to a team channel, or send to Slack, Discord or a webhook.
Control
Automation that stays accountable.
Describe the rule in a sentence and Genie drafts the automation. You review it and publish it yourself.
Nothing runs until you publish. Saved versions let you see what changed.
Every run is recorded, with reliability reporting so you can see which rules succeed.
Messages posted in a record's chat room can also trigger a workflow.
Examples
CRM automation worth setting up first.
When a form is submitted, create a task for the right owner and notify them.
When an invoice is paid, notify the account owner and create a follow-up task.
When a deal is won, create the onboarding task and post to the team channel.
When a ticket enters a stage, notify the team or post to a team channel.
Build one
Build a workflow in four steps.
- Describe the rule
Write it in plain English and let Genie draft the automation, or build it step by step.
- Check the draft
Read the trigger, conditions and actions. Nothing runs yet.
- Publish it
Publishing makes the rule live. Saved versions let you see what changed later.
- Read the run history
Each run is recorded, so you can see what the automation did and whether it succeeded.
Automation
Automation questions, answered.
Do I need technical skills to build automations?
No. Build with WHEN, IF and THEN blocks, or describe the outcome you want and Genie drafts the automation for your review. Not sure what to automate first? Read how to choose the first function to automate.
What can start an automation?
A record is created, a deal or ticket enters a stage, a property changes, a form is submitted, a meeting is booked, a task is completed, a quote is accepted or declined, an invoice is paid, a survey response arrives, a deal is won or lost, a subscription's renewal stage changes, or a record's owner changes. Messages posted in a record's chat room can also trigger a workflow.
What can an automation do?
Create tasks, notes, quotes, invoices, deals, tickets, meetings and recurring subscriptions, update properties, add tags, notify people, post to a team channel, send to Slack, Discord or any webhook, set a deal outcome, close or reopen a ticket, wait, branch on a condition, or ask Veliq AI a yes or no question to decide the path.
Can I see what an automation has done?
Yes. Each automation keeps a run history, and reliability reporting shows how often runs succeed. Changes are saved as versions, so you can draft an edit and publish it when it is ready.
Do I need technical skills to build workflow automation?
No. You can describe a rule in plain English and Genie drafts it for you to review and publish, or you can build it step by step in the editor.
Can an automation call another tool?
Yes. Actions can send to Slack, Discord or a webhook, and the API supports scoped keys and signed webhooks.