Automations6
Every rule visible, inspectable and editable — no code, no consultant
demo clock: 27 Aug 2026
Time-travel the automations
Use Simulate time in the header to advance the demo clock. Watch the 6-day inactivity nudge fire, escalate at 14, and — the bit an off-the-shelf CRM leaves running — cancel itself the moment a deal's stage changes. Delays below are editable and take effect immediately.
A1 · Form intake — run the four test cases
Their trial checks four things about the residential form. This fires all four against the seeded data and shows the result — new person, same email, same phone/different email, and missing fields — proving no duplicate contact is ever created.
A1
Form intake
TriggerResidential form submitted
ActionsCreate/update Contact + Deal at New Enquiry → acknowledge customer → notify owner with property summary → create qualification task
ProvesForms, mapping, deduplication, messaging, ownership
Last run: —
A2
Lead inactivity
TriggerDeal sits at New Enquiry or Qualifying
ActionsTask + alert to owner at the inactivity threshold → escalate later → cancels automatically when the stage changes
ProvesTimed logic, fewer missed leads, stop-on-change
Last run: —
Run log
Day-14 escalation Fired 6 Aug 2026
Day-6 inactivity nudge Fired 29 Jul 2026
Day-6 inactivity nudge Scheduled 31 Aug 2026
Day-14 escalation Scheduled 8 Sep 2026
Day-6 inactivity nudge Scheduled 31 Aug 2026
Day-14 escalation Scheduled 8 Sep 2026
A3
Dealer referral
TriggerStage → Referred to Dealer
ActionsSend dealer referral + customer confirmation → day-6 customer check-in → day-8 internal task if unresolved → ongoing stalled-referral alert
ProvesThe single hardest GES problem
Last run: —
Run log
Day-8 internal task if unresolved Fired 23 Aug 2026
Day-6 customer check-in Fired 23 Aug 2026
Day-6 customer check-in Fired 21 Aug 2026
A4
Date-based follow-up
TriggerNext Follow-up Date reached
ActionsTask to the Follow-up Owner → appears in an overdue view → reassignable during absence
ProvesShared responsibility without cloning workflows
Last run: —
A5
Review request
TriggerPurchased — Review Due, product present, no open warranty
ActionsWait 14 days → request review → two reminders at 5-day intervals → close and flag if no response
ProvesConditional sequences with stop rules
Last run: —
Run log
Request review (Shopify) Fired 25 Aug 2026
A6
Missed call
TriggerMissed call from a known or unknown number
ActionsImmediate SMS acknowledgement → callback task → activity logged
ProvesVoice + SMS integration, timeline completeness
Last run: —