Automation & Workflow

Automated workflows that route, notify, and act across the CRM.

Lead Router

Routes new inbound leads to the right AE based on territory and deal size.

Active
Lead Created
Score ≥ 70
Assign to AE
Jul 25, 2026

Overdue Invoice Reminder

Sends a reminder email and Slack ping when an invoice passes its due date.

Active
Invoice Overdue
Amount > $500
Send Reminder
Jul 25, 2026

Onboarding Kickoff

Creates the onboarding checklist and notifies the delivery team on contract signature.

Active
Contract Signed
Deal Value > $10k
Create Checklist
Jul 24, 2026

Health Score Alert

Flags CSM when an account health score drops below the churn-risk threshold.

Active
Health Score Updated
Score < 50
Notify CSM
Jul 25, 2026

Proposal Follow-Up

Nudges the AE to follow up if a sent proposal hasn't been opened in 3 days.

Paused
Proposal Sent
Not Opened 3d
Remind AE
Jul 20, 2026

SLA Breach Escalation

Escalates a support case to the manager queue when the SLA timer breaches.

Active
SLA Timer Expired
Priority = High
Escalate Case
Jul 25, 2026

Churn Risk Playbook

Triggers a retention outreach sequence for accounts trending toward churn.

Paused
Churn Risk Flagged
ARR > $25k
Assign Retention Task
Jul 18, 2026

New Deal Slack Alert

Posts a Slack message to #wins when a deal moves to Closed Won.

Active
Deal Stage Changed
Stage = Closed Won
Post to Slack
Jul 25, 2026