The Automations module lets you define rules in your noCRM account that react to specific events and trigger actions, like sending a notification or tagging a lead. It's built to help you save time, reduce manual work and avoid mistakes.
Whether you want to notify a user when a lead is created, assign leads automatically or trigger emails based on pipeline steps, Automations help you do it all without third-party tools like Zapier.
Follow these steps:
Click your avatar at the top right.
Go to Admin panel > Integrations > API & automations > Automations.
Click New Automation.
In Name your automation, enter a name (for example "Notify when a lead is deleted").
In Start with the event, choose the event that triggers the automation.
(Optional) In Set conditions for the event, add one or more conditions.
In Actions in noCRM, choose when the action happens (for example Immediately) and the action to perform.
Click Save and activate.
Once saved and activated, the automation runs in the background every time the event occurs, without any manual input.
lead.creation: A lead is created
lead.deleted: A lead is deleted
lead.any_update: Any field or detail of a lead is updated
lead.email.received: A lead receives an email
lead.status.changed.to: The lead's status changes
lead.step.changed.to: The pipeline step changes
lead.assigned: A user is assigned to a lead
lead.unassigned: A lead is unassigned
lead.content_has_changed: The core information of the lead is edited
lead.commented: Someone leaves a comment on the lead
lead.tag_added: A tag is added to the lead
lead.tag_removed: A tag is removed from the lead
To narrow down when an automation runs, you can add conditions such as:
Has the tag (e.g. B2B, Priority)
Does not have the tag (leads without a specific tag)
Has the status (e.g. Standby, Won)
Is the owner (assigned to a specific user)
In the pipeline (e.g. Sales, Onboarding, Support)
Is a potential duplicate (the lead matches the potential duplicate detection)
Is not a potential duplicate (the lead does not match the potential duplicate detection)
To combine several conditions, click Add a condition. If the lead doesn't match the conditions, the automation doesn't run.
You can trigger one or more actions when the event and conditions are met, for example:
Notify a user (by email, browser or mobile)
Assign the lead to a specific user
Assign the lead randomly to a group of users (round-robin style)
Unassign the lead
Add tags to the lead
Send an email using a predefined template
You can define whether each action happens immediately or after a delay, and combine several actions in one automation with Add an action.
Yes, you can chain several actions in a single automation. For example, when a lead enters the "Closing" step:
Add the tag "Priority"
Notify the Sales Manager
Send a predefined email
In many cases, yes, but Automations currently only work inside noCRM.
Automations cover the most common sales use cases inside noCRM, like distributing leads, notifying reps and sending emails. For actions involving external apps such as Google Sheets, you may still need tools like Zapier or Make.
All automated actions are performed by a special system user called The Butler, so that your reports and activity history stay clean and accurate. You can customize it in Admin panel > Integrations > API & automations > The butler.
Here are some examples of what you can do with Automations in noCRM:
Automatically assign a lead to a user or distribute it randomly
When a lead enters the "Quote" step, send an email and tag it
Add the "Upsell Opportunity" tag when the lead status changes to Won
Use this automation to stay on top of key activity.
Event: Lead is created or deleted
Action: Notify a specific user
You can assign a lead to a specific user, or distribute it automatically and randomly among several team members.
Event: Lead is created
Action: Assign to a user, or round-robin among selected users
Example: you want to assign new leads equally to your SDRs to balance their workload.
Event: Lead is created
Action: Equally assign to Anna, Math or Joe
Example: a lead reaches the "Quote" step of the pipeline. You want to send them a follow-up email and tag the lead for tracking.
Event: Step changed to "Quote"
Condition: In the "Sales" pipeline
Actions: Send an email (using a template) and add the tag Quote Sent
Example: when a deal is won, you want to flag the lead for future upsell.
Event: Status changed to "Won"
Action: Add the tag Upsell Opportunity
Example: when a lead is created, assign it automatically to your team, but only if it's not a potential duplicate. Potential duplicates stay unassigned for a manager to review.
Event: Lead is created
Condition: Is not a potential duplicate
Action: Assign randomly to your users
This way, new legitimate leads are distributed to your team right away, while suspected duplicates stay unassigned so that a manager can check them and merge them if needed.
These are just a few ideas to get started. You can combine conditions and actions to build automations that match your exact sales process.
