Anything that happens, can fire a rule
Lead created, stage changed, field updated, email opened, deal won, time elapsed.
The Engine Room
Your business runs itself between deals.
A WHEN/IF/THEN rules engine with cooldowns and circular-trigger guards, sequence orchestration, stage automations, and a full audit trail — the part of the platform that does the work nobody wants to remember.
Auto-assign hospitality leads
Active · 14 fires last 24h
WHEN
Lead created in pipeline UK Hospitality
IF
SIC starts with 56 AND not contacted in 24h
THEN
Assign to Sarah Chen (round-robin) · start sequence "ISO welcome"
Audit log · last 6 fires
14:02Brindisi Ltd → assigned · sequence startedok
13:48Forno Bakery → assigned · sequence startedok
12:31Café Aria → blocked by 24h cooldownheld
Real outcomes, not just notifications
Create tasks, send emails, change owner, run sequences, post to channel, webhook out.
Cooldowns + circular-trigger guards
Built so a flapping field can't spam your team or recurse into a loop.
Worked examples
Eight rules a real ISO turns on day one.
These aren't demos — they're the rules ISOs add in the first week of the trial.
Auto-assign hospitality leads
WHEN lead created · IF SIC starts with 56 · THEN assign to hospitality team round-robin.
Welcome sequence on contact
WHEN deal stage = "First contact" · THEN start sequence "ISO welcome" with 4 emails over 14 days.
48-hour follow-up task
WHEN deal stage = "Proposal sent" · THEN create task "Follow up" assigned to owner due in 48h.
Manager alert on stalled deal
WHEN deal in "Proposal sent" > 14 days · THEN @-mention manager on the deal record.
Auto-progress on signed
WHEN BoldSign webhook = "signed" · THEN move deal to "Boarding" + create boarding application.
Knowledge nudge
WHEN agent searches knowledge for "PCI" 3+ times in a week · THEN send compliance refresher article.
Compliance flag
WHEN merchant referred + PCI status not updated 90d · THEN flag for compliance review.
Commission readiness
WHEN month-end -3d · IF any payaway submission missing · THEN @-mention finance on the dashboard.
Safety rails
Built so it can't spam, loop, or run away.
Rules that automate sales communication need to be safe by design, not by hope.
Cooldowns
Per-rule and per-contact cooldowns. "Send email to lead" can't fire twice within 24h regardless of how many triggers match.
Circular-trigger guards
A → B → A → B chains are blocked at depth 5. The blocked chain is logged for review.
Full audit log
Every rule fire: which trigger, which criteria matched, which actions ran, which outcome. Forwardable to compliance.
See your rules running in your trial.
Trial accounts come with eight starter rules pre-loaded. Edit them, add yours, watch the audit log tick over.