CRM
Build automated workflows
Set up triggers and actions so your CRM handles routine follow-up and busywork for you.
Automations let your CRM react to events on its own. Pick something that happens (a trigger) and what should follow (one or more actions).
Triggers
Open Automations and click New Automation, or Templates to start from a ready-made one. A trigger is the event that kicks things off:
- Contact Created: when a new contact is added, whether you add them by hand, they come in from a form or landing page, or you import a CSV.
- Contact Updated: every time a contact is saved, whether you edit them, change their stage, a form updates them or your assistant does. This fires often, so narrow it with a condition (see below).
- Company Created: when a new company is added. The workflow runs on the company record.
- Tag Added or Tag Removed: for any tag, or pick one tag.
- Form Submitted: for any form, or pick one.
- Deal Created, Deal Won or Deal Lost: when a deal is added, marked won, or marked lost (by its status or by moving it into a Won or Lost column). You can limit each to one pipeline. A deal that is reopened and won again runs Deal Won again.
- Pipeline Stage Changed: when a deal, or a contact on a Customer Journey board, moves to a new stage. Pick a stage to run it only for that one.
- Invoice Paid: when an invoice is paid through Stripe or you click Mark Paid.
- Invoice Overdue: once for each unpaid invoice, the day after it is due, or after the number of Days overdue you set. It only picks up invoices that became overdue in the last three days, so switching on a new workflow does not email everyone whose invoice went overdue months ago.
- Booking Created: when someone books time on one of your booking pages, or your AI Receptionist books it for them.
- Course Enrolled: when someone enrolls in any course, or the one you pick, whether it is free, paid, or bought on a Marketing app page.
Each event starts a workflow once, so the same payment, save or stage move never runs it twice.
A Scheduled Trigger runs on its own at the interval you choose, from every hour to weekly, and looks for Overdue Invoices, Stale Deals, Inactive Contacts, or sends a Daily Summary / Digest. You can also click Run Now on it. A scheduled workflow can send email, create tasks, add tags and call a webhook.
Actions
Then choose what happens. Actions include:
- Send Email
- Add Tag or Remove Tag
- Move to Stage: moves the contact (not a deal) to a stage. You see it on your pipeline when the pipeline is set to track contacts.
- Create Task
- Add to Mailing List
- Enroll in Sequence (the sequence must be active)
- Webhook: sends the event details to a web address you enter, so another tool can act on it. The address must be a public one. Every request is signed so the receiving tool can check it really came from your CRM: in the Webhook step, click Create signing secret (or Show secret once if you already have one), then copy it into that tool straight away, because it is shown only once. One secret covers all your webhooks, and Replace secret stops the old one working right away. For a developer: the request carries X-Noli-Timestamp and X-Noli-Signature headers, an HMAC-SHA256 of the timestamp and the body.
Narrow it down
To run a workflow for only one form, pick that form in the Form Submitted trigger.
Use the Only if... box to add conditions, so the workflow only runs for the right contacts. For example, only when the contact's Source equals "form", or their Email contains a client's company domain. You can check Source, Lifecycle Stage, Email or Name.
Add an Add Delay step to wait minutes, hours, days or weeks before the next action. The steps after it run once the wait is over. A Scheduled Trigger workflow skips delays and runs its steps straight through.
Templates are available for common sales, marketing, and customer-success workflows to get you started fast.