Automations (the canvas builder)

Automations run a sequence of steps automatically when something happens in your CRM. Build them on a visual canvas at Workflows in the sidebar. Available on the Hunter and Apex plans.

How to build one: open Workflows, click New automation, then drag nodes from the left palette onto the canvas and connect them top-to-bottom. Every automation starts with one Trigger (for example "Reply received", "Deal won", "Contact created", or an Incoming webhook), then flows into Logic and Action steps. Click any node to configure it in the right-hand panel. Click Save to keep a draft, or Save & activate to turn it on.

Node types: Triggers start the automation (16 CRM events, plus an incoming webhook URL you can POST to). Logic nodes shape the flow: Branch (an if/else with a true and a false output), Filter (stop unless a condition holds), and Delay (wait minutes, hours, or days before continuing). Action nodes change your CRM: set a pipeline stage, assign a teammate, add or remove from a list, add to suppression, stop campaigns, create a task, or send an in-app notification. Connector nodes reach other tools: Slack, Telegram, ClickUp, and a generic HTTP request node. Add connector credentials once via the Connections button in the editor; they are stored encrypted.

Variables: in any text field you can insert values from the trigger with double curly braces, for example {{trigger.contactName}} or {{trigger.contactEmail}}.

Runs are durable: each run is checkpointed, so a delay resumes later and a failed step retries a few times before pausing the run for your attention. See every run, its steps, and retry a failed one under Run history. Each plan includes a monthly run allowance (Hunter 2,000, Apex 10,000).

Note: Google Sheets and scheduled (time-based) triggers are coming in a later update.