Start automations when any custom field changes value, hits a threshold, or matches a condition you define.
Automatically compute values across fields, such as deal scores, lifetime value, or commission amounts.
Trigger actions across contacts, deals, tasks, and custom objects with related data automation logic.
Send data to external systems or trigger automations from incoming webhooks and API calls.
Set a trigger based on field changes, calculated values, schedules, or incoming webhook data.
Add steps for field updates, calculations, conditional logic, and external API calls.
Turn on the automation and track execution with detailed logs and error monitoring.
Custom data automations are workflows that trigger based on field changes, calculated values, or external data, performing actions like updates, calculations, and API calls across your CRM.
Yes. You can create calculated fields that automatically compute values like deal scores, lifetime value, or commission amounts based on other field data.
Yes. Incoming webhooks and API calls can trigger custom data automations, so external systems can initiate workflows in your CRM.