Automation Engine

Set the rules. Let the system execute.

Workflow rules, approval chains, sales sequences, custom automations. No-code, AI-assisted.

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pages

18+

capabilities

Live

status

How it connects

→Workflows can send emails, update CRM fields, create tasks, call webhooks
→Sequences auto-create CRM Activity records per step
→Approval completions fire APPROVAL_DONE notifications
→Workflow execution logged as runs with RUNNING/SUCCESS/FAILED/SKIPPED status

Every page, every feature.

3 pages in this module.18+ capabilities total.

Workflows

/automation/workflows

Features

✓10 trigger types (deal stage change, contact created, ticket opened, etc.)
✓New Workflow drawer: name, description, trigger type, activate-immediately toggle
✓Activate / Deactivate toggle per workflow
✓Expandable step list per workflow with Add Step form
✓7 action types: SEND_EMAIL, UPDATE_FIELD, CREATE_TASK, SEND_NOTIFICATION, WAIT, WEBHOOK_CALL, ADD_TO_SEQUENCE
✓Config JSON textarea per step for action parameters
✓Recent runs panel: RUNNING / SUCCESS / FAILED / SKIPPED status badges
✓BullMQ worker executes steps asynchronously

How it connects

Workflow steps can call Integration Framework webhooks, add contacts to CRM sequences, and send emails via the Resend delivery layer.

Approvals

/automation/approvals

Features

✓Multi-stage approval chain builder: add/remove stages, assign approver per stage
✓Approval queue: numbered pipeline visualization (green=approved, yellow=pending, red=rejected)
✓Approve / Reject actions with optional comment
✓Auto-advances to next stage when a step is approved
✓Auto-marks request APPROVED when all stages complete
✓APPROVAL_PENDING and APPROVAL_DONE in-app notifications
✓Process library panel: entity type badge, active dot, request count

How it connects

Approval completions and rejections fire in-app notifications to involved users. Approval processes can be linked to Commerce quote approval workflows.

Sequences

/automation/sequences

Features

✓New Sequence: name + description
✓Activate / Pause per sequence
✓Step editor: EMAIL / CALL / WHATSAPP / LINKEDIN / WAIT / TASK, delay days, subject, template body
✓Enroll / unenroll contacts from Contact detail page
✓BullMQ worker advances step-by-step with delay scheduling
✓Auto-creates CRM Activity per step (CALL, TASK, etc.)
✓Marks enrollment COMPLETED on last step
✓Recent enrollments panel: contact, sequence, status, current step

How it connects

Sequence enrollment and step execution are visible from CRM Contact detail pages. Email steps are sent via Resend. WhatsApp steps route into the Communication Hub.