Automations
5 of 6 automations active
Welcome email on signup
142 runs·Last: 2 hours ago
When Status changes to "Active"
Send welcome email to customer's address
Revenue milestone alert
8 runs·Last: 1 day ago
When Revenue exceeds $50,000
Send Slack notification to #high-value-customers
Churn detection
23 runs·Last: 3 days ago
When Status changes to "Churned"
Notify account manager and create recovery task
Daily CRM summary
89 runs·Last: Today, 9:00 AM
Every day at 9:00 AM UTC
Generate CSV of new customers and email to sales team
Webhook on record change
312 runs·Last: 5 days ago
When any customer record is created or updated
POST to https://api.crm.io/webhooks/sync
Trial expiry reminder
37 runs·Last: Yesterday
When Created is 14 days ago and Status is Trial
Send conversion email with pricing details