Automation recipes

Automations → New → From a recipe. Every recipe arrives switched off, because each has a blank — usually an email template — and activating it with the blank still there would send empty mail to real customers. The list below is generated from the recipes themselves, so it cannot go stale.

Welcome email for a new contact

When a contact is created, waits an hour and sends one email.

Trigger: contact_created. Steps: wait → send_email.

Before switching it on: Choose an email template for the send step.

Thank you after a won deal

Tags the contact, tells the owner, and books the next step after a deal is won.

Trigger: deal_status_changed. Steps: add_tag → notify_user → create_task.

Before switching it on: Check the tag name and the task wording.

Wake up a stalled deal

Two weeks after a tag is added, books a task so somebody actually picks up the phone.

Trigger: tag_added. Steps: wait → create_task.

Before switching it on: Check that the "stalled" tag exists.

Reply after a form is submitted

Answers straight away, then books a task to follow up personally the next day.

Trigger: form_submitted. Steps: send_email → wait → create_task.

Before switching it on: Choose an email template, and say which form it applies to.

Your own automation

A trigger (contact created, stage changed, tag added, form submitted, a date), then steps: wait, send email, create task, change stage, tag, notify — and a condition that branches. Every run shows on the contact's timeline.