New Lead Welcome
When a new lead is added
Calculate lead score
Set temperature
Create first outreach task
Ran 42 times this month
Automation
6 active rules / 101 workflow runs this month
TT
6
Active Rules
Live workflows
101
Runs
This month
455m
Time Saved
Estimated admin time
1
Paused
Needs review
Workflow Library
Operational rules for leads, deals, payments, and delivery.
Lead Contacted Sequence
When lead status changes to Contacted
Start follow-up sequence
Schedule follow-up in 3 days
Notify salesperson
Ran 28 times this month
Reply Detection
When prospect replies to email
Stop email sequence
Categorise reply
Create task for salesperson
Update lead status
Ran 15 times this month
Meeting Booked
When meeting is scheduled
Move deal to Meeting Booked
Send calendar invite
Create prep task
Send reminder 24h before
Ran 8 times this month
Proposal Sent Follow-up
When proposal is sent
Create follow-up task for day 3
Create follow-up task for day 7
Notify when viewed
Ran 5 times this month
Deal Won Onboarding
When deal stage changes to Won
Generate invoice
Create onboarding checklist
Create project
Move to Clients
Send welcome email
Ran 3 times this month
Payment Overdue
When invoice is 7 days overdue
Send payment reminder
Create chase task
Notify admin
No runs this month
Support Ticket SLA
When support ticket is created
Assign to support team
Notify client
Track SLA clock
No runs this month