Operational triggers
Lead created, stage changed, follow-up due, inbound reply, payment received and SLA breached.
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TRIGGER · CONDITIONS · ACTIONS
Automation rules your operators can read.
Assign, acknowledge, create work, escalate and move stages through explicit rules with a visible run log.
Precise conditions
Narrow a rule by source, campaign, score, stage, owner, brand or any custom field.
Chained actions
Assign an owner, create a task, send an approved message, move stage or call a webhook.
Test before enable
Test-fire a sample, inspect every step and retry a failed run without hiding the error.
THE OPERATING TRACE
How automations becomes owned work.
- STARTOperational triggersLead created, stage changed, follow-up due, inbound reply, payment received and SLA breached.
- CONTROLPrecise conditionsNarrow a rule by source, campaign, score, stage, owner, brand or any custom field.
- OUTCOMEWhat changesSpeed-to-lead stays consistent even when nobody is watching the inbox.
MAKE THE NEXT MOVE VISIBLE
Bring one pipeline.
Leave with a working queue.
Try Crosvia for 14 days, or map it to your process in a 30-minute demo.