Complete List of Available Automation Actions
Learn how to use automated actions in your AI CRM to streamline your networking, manage follow-ups, and keep your contact data organized without manual effort.
In our platform, an Action is a specific task performed automatically once a predefined Trigger condition is met. These actions help you maintain a consistent workflow and ensure no lead is overlooked.
1. Send Notification (In-App Alerts)
This action triggers an instant alert directly on your dashboard within the notifications bell.
- Best used for: Staying informed about high-priority events in real-time.
- Example: Configure a custom message like
"VIP client viewed your digital card"to prompt an immediate follow-up.
2. Add Tag to Contact
Automatically applies a specific label or tag to the contact associated with the trigger event.
- Best used for: Effortless CRM segmentation and lead organization.
- Example: Apply the tag
"Conference 2026"or"New Lead"to any contact created via a digital business card for easy filtering later.
3. Create Task
Generates a new to-do item automatically in your personal task list.
- Best used for: Personal accountability and ensuring no lead falls through the cracks.
- Example: Create a task with the title
"Follow up on software demo"whenever a specific contact reaches out.
4. Send Email
Dispatches an automated email to the contact involved in the trigger event.
- Best used for: Welcome sequences, lead nurturing, and drip campaigns.
- Key Feature: Our platform supports dynamic tokens (such as the contact's first name) to ensure automated emails feel personalized and professional.
5. Create Pipeline Card
Instantly creates a new deal or card within a specific stage of your sales pipeline.
- Best used for: Visualizing your sales process and tracking lead movement.
- Example: The moment a lead submits their info, this action can create a card named after them and drop it directly into the
"New Leads"column of your Pipeline.
Pro Tip: Use Automation Templates
If you aren't ready to build an automation from scratch, use our Templates. When creating a new automation, select pre-built flows like "Auto-tag New Contacts" or "Add New Contact to Pipeline" to get your actions running in seconds.