Automation
Build workflows to automate lead processing, notifications, and more.
Automations: what happens by itself
An automation is a trigger with a row of steps below it. It runs per record as soon as the trigger fires, and works through the steps in order.
Read itActions Reference
Complete reference of all 13 automation actions in Leadflip: Email, SMS, Webhook, Update Fields, Change Stage, Assign User, Delay, Filter, Path, Format, Calculate, Distribution, and Delete Lead.
Read itBranch
Splits the flow into named paths, each with its own condition and its own steps. This lets one automation answer several cases instead of one: documents present or missing, budget approved or not.
Read itPutting values into text
In every text field of an automation you can insert values from the record: the first name in a greeting, the date in a deadline, the result of an earlier step. The variable picker shows what is available.
Read itWhy a run is stuck
Every pass of an automation is recorded: step by step, with state, duration, input and output. This is where you look when something did not happen.
Read itGenerate document
Fills a document template with the values of the record and files the finished PDF in a file field. Letters, contracts and quotes come into being without handwork: and sit where the next step finds them.
Read itEvery trigger and every step
One page per building block, with the steps to set it up and the questions people ask about it. The same text the product shows you while you are building the flow.