If this happens, do that. Every rule in your business, running on its own.
All the built-in automations — text-back, follow-up, reminders, reviews — are rules like this underneath. You can have as many as you want: when a form comes in, when an invoice is paid, when a job is marked done, when a card sits too long. We build them on Done-For-You; you can build them yourself on Self-Serve.
Form submitted, call missed, payment received, stage changed, tag added, date reached.
It's after hours. The job is over $500. They haven't been contacted today.
Send a text, email, notify a person, create a task, move a card, wait, branch.
Your process, encodedSame way, every time, whether you remember or not.
Consistency you can't buyWhy this matters for a business like yours
Every business has rules it wishes it followed: call back new leads within ten minutes, chase every estimate at day three, remind the customer the day before, ask for a review after every job, notify the on-call tech about emergencies. Automations are those rules written down once and executed every time, at any hour.
The built-in features are the automations almost everyone needs. Beyond them, anything is possible: a text to the customer when the tech is en route, a task to reorder parts when a certain service is booked, a Slack message to your partner when a big quote is approved, a birthday text to every customer. On Done-For-You we build whatever your discovery call surfaces. On Self-Serve you get the same drag-and-drop builder we use.
Custom Automations, in full
- ✓Dozens of triggers — forms, calls, messages, bookings, payments, pipeline moves, tags, dates, and more.
- ✓Conditions & branches — different paths for different customers, times, amounts or sources.
- ✓Actions — text, email, call, voicemail drop, task, notification, tag, move stage, update field, wait.
- ✓Time-based — '3 days after', 'the morning before', 'every March 1st'.
- ✓Team notifications — push, text, email or a message to Slack.
- ✓Connect other tools — send data to your accounting, dispatch or spreadsheet tools via webhooks and integrations.
- ✓AI steps — let the assistant reply, summarize a call, or decide the next step inside a rule.
- ✓Built for you — on Done-For-You, we build and maintain your automations.
From discovery call to live
Describe the rule in plain words
'When someone books an emergency after 6 PM, text the on-call tech and me.' That's the spec.
We build and test it
With real test contacts, so the first customer through it isn't the test.
Add more as you find them
Most businesses start with the built-ins and add one or two custom rules a month as they notice patterns.
What it looks like in three businesses
When an emergency is booked after hours → text the on-call tech the address and issue, and text the customer the ETA.
When a patient is marked 'treatment plan presented' but nothing's booked in 5 days → send a text and create a call task.
When a package's last session is used → text a rebooking offer and tag for the maintenance sequence.
Straight answers about Custom Automations
Is there a limit on automations?
No limit on the number of rules on either plan. Messages they send are billed at cost like everything else.
Can I build them myself on the Done-For-You plan?
Yes — you have full access to the builder. Most people just email us.
What if a rule breaks something?
Every run is logged, so we can see exactly what happened and fix it. Rules can be paused with one click.
Related features
Want Custom Automations running by next week?
On Done-For-You we build it from a 20-minute call and show it to you live before it goes on. On Self-Serve it's in your account today.
Usage for calls, texts, emails and AI actions is billed to your card at cost. No contracts. Cancel any time.