Automations

Automations handle the repetitive parts of your workflow — moving records, assigning work, and reacting to changes — so you don't have to.

How they work

An automation is a trigger plus one or more actions:

• Trigger — something happens (a lead is created, a deal changes stage, a task is due).
• Actions — Kordox responds (assign an owner, create a task, send a notification, update a field).

Examples

• When a lead is created, assign it to a team member and create a follow-up task.
• When a deal moves to "Won", create an onboarding task.
• When a task is overdue, notify its owner.

Set one up

1. Open a project → Automations.
2. Click New automation, pick a trigger, and add actions.
3. Save — it runs automatically from then on.

Saved views & pipelines pair well

Combine automations with your custom pipeline stages and saved views to model how your team actually works.