Use Case: Chain Automations Together
Build bigger workflows by linking automations.
How it works
- The action Run Another Automation starts a second automation.
- That automation uses the trigger When another automation triggers this one.
Example: new lead onboarding
- Automation A: When a new contact is created → Add Tag "lead" → Run Another Automation (B)
- Automation B: When another automation triggers this one → Create Pipeline Card in "New lead" → Create Task "Call within 24 hours"
Tips
- Give each automation a clear name, so the chain is easy to follow.
- Keep chains short. Two or three steps are easy to understand and fix.
- Check the run history in Automations if something doesn't happen.