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.
WHY IT WORKS
The next move stays explainable.
- EVENTA customer signal arrives.
- CONTEXTCrosvia CRM matches the person and history.
- DECISIONThe owner sees the reason and acts.
Bring one real pipeline.