Automations

You run follow‑ups instantly.

Follow‑ups, status updates and handoffs fire from changes in a record. Everything stays inside your workspace.

APIcurl

curl https://api.e47c.com/v1/records \  -H "Authorization: Bearer $TOKEN" \  -d '{ "type": "deal", "company": "Bay Ridge Plumbing", "value": 3900 }'{ "id": "rec_8f2a", "stage": "proposal", "owner": "rosa@bayridgeplumbing.com" }

Scope: Record based triggers
Code: No code required
Integration: Webhooks and API included

Contacts

Name	Company	Stage	Value	Last touch
Rosa Delgado	Bay Ridge Plumbing	Lead	$3,900	Today
Ethan Whitfield	Meridian Physio	Qualified	$12,400	Yesterday
Amara Osei	Oakline Cabinetry	Proposal	$7,250	Mon
Jonas Berg	Cobalt IT Services	Won	$28,000	Sep 1
Mei-Lin Chao	Fernway Landscaping	Lead	$5,600	Aug 29
Tariq Haddad	Harlow & Reid Accountants	Qualified	$19,800	Aug 27

Automation benefits

Visual flow

You draw the flow from a stage change to tasks, notifications, and sequences.

Email sequences

Multi‑step outreach pauses when a reply arrives and logs every send on the record.

Pipeline

Lead3

Bay Ridge PlumbingRosa Delgado$3,900

Meridian PhysioEthan Whitfield$12,400

Oakline CabinetryAmara Osei$7,250

Qualified2

Cobalt IT ServicesJonas Berg$28,000

Fernway LandscapingMei-Lin Chao$5,600

Proposal2

Harlow & Reid AccountantsTariq Haddad$19,800

Northgate StorageIngrid Solberg$4,300

Won2

Pinecrest Vet ClinicDiego Ferreira$9,750

Slate Roofing Co.Naomi Adler$15,200

Contact

Rosa DelgadoBay Ridge Plumbing

Stage: Proposal
Value: $12,400
Owner: Jonas Berg
Health

ActivityEmailsNotesFiles

Email sent: proposal v2Today
Call logged, 14 minYesterday
Deal moved to ProposalMon
Note: renewal in MarchSep 1
Follow-up due ThursdayAug 29

AI insights

Summaries and next‑step suggestions write from the record’s own history.

Common automation tasks

Teams use automations for many routine actions.

Follow‑up reminders
Stage‑change notifications
Lead routing
Renewal alerts
Onboarding checklists
Weekly pipeline digests

Automation

TriggerEmail sent: proposal v2

ConditionCall logged, 14 min

ActionDeal moved to Proposal

ActionNote: renewal in March

ActionFollow-up due Thursday

Automation setup steps

Set up an automation in three quick actions.

Pick a trigger
Choose a record change, form submission, date, or inbound email.
Add the steps
Select tasks, emails, field updates, or webhooks and test against a real record.
Turn it on
Enable the automation; every run logs on the records it touched.

Automation vs platform

Both live in the same workspace but serve different purposes.

Detail	Automations	Platform
Purpose	Runs actions on record changes	Stores contacts, deals, follow‑ups
Scope	Triggers, steps, logs	Unified grid, activity log
Modules	Included with workspace modules	Modules switched on per team
Integration	Webhooks and REST API	Email sync with Gmail and Microsoft 365
Setup	Pick trigger, add steps, enable	Create workspace, import data, turn on modules
		Platform

Automation FAQs

Do automations cost extra?

No. Automations, sequences and AI insights are part of the workspace; the quote covers the modules you switch on.

Can an automation call my own systems?

Yes. Webhooks and the REST API are in every workspace.

What happens if a step fails?

The run pauses, the owner is notified and the record shows exactly where it stopped.

Start automating today

Request pricing to see an automation walkthrough and receive a written quote within one business day.

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