Trigger: stage change
A robot fires when a card moves to a stage: a specific one or any, on one board or all of them.
Sales robots
Robots take the routine off your managers: a deal moves to a stage, the CRM itself creates a task, sends a notification or calls an external system. No-code setup in minutes.
5 entities
Robots work with deals, leads, invoices, commercial proposals and smart processes.
Action: create a task
Automatically creates a task with a title, description, assignee and a deadline in days. No client is left without a call.
Action: notification
An instant notification to the right employee: the head of sales learns about a won deal before the manager reaches their office.
Action: call a webhook
Calls an external URL with a signed request body: launch your own integrations on pipeline events.
Multiple actions
One robot: any number of actions at once. Enable and disable robots with one click, without deleting.
Other capabilities
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