Build rules that fire when a lead is created or when it changes stage — with optional from-stage and to-stage filters. Each rule either sends an in-app notification to the members you pick, or adds an event to the job's calendar, and you set the delay: wait minutes, hours, days, or weeks, or schedule the event as an offset from the trigger.
Lead-created and stage-change triggers
Notify members or add a calendar event
Delay or schedule by any offset
Built-in behaviors and templates
Toggle ready-made automations on or off — like notifying a teammate the moment they're assigned to a lead — or write custom rules with named cards, recipient lists, enable/pause toggles, and message templating with tokens like the property address. Automations are managed by owners and admins, so the rules stay consistent across the team.
Ready-made toggle-on behaviors
{{property_address}} message tokens
Owner/admin-managed rules
Ready to put Automations to work?
Every feature is included in one plan — start free for 14 days.
