Automation Rules
6
Active rules1
Drafts1
Paused1
In error9
| Rule name | Applies to | Trigger | Conditions | Action | Executions | Success rate | Last executed | Created by | Created | Status | Actions |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Automatically assign new leads | Leads | Lead Created | Region is North America | Assign user (round robin) | 1,482 | 99% | 25 Aug 2026, 09:12 | Adrian Herrera | 04 Mar 2026 | Active | |
| Notify sales manager for high-value deals | Deals | Deal Created | Deal value > $100,000 | Send notification | 214 | 100% | 25 Aug 2026, 08:40 | Tomas Lindqvist | 18 Mar 2026 | Active | |
| Create follow-up after proposal submission | Proposals | Proposal Created | Status is Sent | Create task | 386 | 97% | 24 Aug 2026, 16:05 | Priya Raghunathan | 22 Apr 2026 | Active | |
| Alert account owner before contract expiry | Contracts | Contract Expiring | Renewal within 30 days | Send email + create follow-up | 92 | 98% | 24 Aug 2026, 07:00 | Ellis Vandermeer | 02 May 2026 | Active | |
| Create task when lead becomes qualified | Leads | Lead Qualified | Lead score >= 75 | Create task | 640 | 96% | 25 Aug 2026, 10:22 | Adrian Herrera | 11 May 2026 | Active | |
| Notify finance when invoice becomes overdue | Invoices | Invoice Overdue | Amount > $5,000 | Send notification + add tag | 148 | 71% | 23 Aug 2026, 11:05 | Ellis Vandermeer | 30 May 2026 | Error | |
| Assign deals based on territory | Deals | Deal Created | Region is EMEA | Assign team | 318 | 94% | 19 Aug 2026, 14:31 | Nadia Okonkwo | 14 Jun 2026 | Paused | |
| Notify team when a deal is won | Deals | Deal Won | No conditions | Send notification + webhook | 98 | 100% | 24 Aug 2026, 17:48 | Tomas Lindqvist | 01 Jul 2026 | Active | |
| Tag contacts from webinar campaigns | Contacts | Contact Created | Source is Webinar | Add tag | 0 | Not run yet | Never | Priya Raghunathan | 20 Aug 2026 | Draft |