--- title: "Create automations inside your noCRM account" description: "Use the built-in Automations to create rule-based workflows that assign leads, notify users, send emails and add tags without external tools." url: https://help.nocrm.io/en/articles/26-create-automations-inside-your-nocrm-account collection: "Workflow Automation" updated: 2026-11-05 language: en alternates: [fr, it, pt-br, de, es] --- # Create automations inside your noCRM account Use the built-in Automations to create rule-based workflows that assign leads, notify users, send emails and add tags without external tools. 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. ![](https://ydncrm-www.s3.amazonaws.com/assets/-5kPnPilCgM/nocrm-automations.png) 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. > **Warning:** **Important**: Automations are only available in the Dream edition, and only administrators can create, edit or manage them. ## How do you create an automation? Follow these steps: 1. Click your avatar at the top right. 2. Go to **Admin panel** > **Integrations** > **API & automations** > **Automations**. 3. Click **New Automation**. 4. In **Name your automation**, enter a name (for example "Notify when a lead is deleted"). 5. In **Start with the event**, choose the event that triggers the automation. 6. (Optional) In **Set conditions for the event**, add one or more conditions. 7. In **Actions in noCRM**, choose when the action happens (for example **Immediately**) and the action to perform. 8. Click **Save and activate**. ![](https://ydncrm-www.s3.amazonaws.com/assets/bPLND8EIhqo/nocrm-automations-create.png) Once saved and activated, the automation runs in the background every time the event occurs, without any manual input. ## Which events can trigger an automation? - `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 ## Which conditions can you add? 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. ## Which actions can an automation perform? 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 > **Info:** **Note**: To send emails with an automation, the user's [personal email must be connected](https://help.nocrm.io/en/articles/51-email-integration.md) to noCRM. You can define whether each action happens immediately or after a delay, and combine several actions in one automation with **Add an action**. ## Can you create multi-step workflows? 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 ![](https://ydncrm-www.s3.amazonaws.com/assets/JAqlWzUZcIg/nocrm-automations-multistep.png) ## Do Automations replace Zapier or Make? 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](https://www.nocrm.io/no-code-academy/no-code-academy). > **Success:** **Best practice**: Use Automations for workflows that stay inside noCRM, and keep Zapier or Make for workflows that connect noCRM with external apps. ## Who performs the automated actions? All automated actions are performed by a special system user called [The Butler](https://help.nocrm.io/en/articles/27-automating-workflows-and-improving-stats-with-the-butler.md), so that your reports and activity history stay clean and accurate. You can customize it in **Admin panel** > **Integrations** > **API & automations** > **The butler**. ![](https://ydncrm-www.s3.amazonaws.com/assets/T4z_1_wdCyw/nocrm-automations-the-butler.png) ## Which automations can you create? Some examples Here are some examples of what you can do with Automations in noCRM: - [Notify when a lead is created or deleted](#notify) - [Automatically assign a lead to a user or distribute it randomly](#randomly) - [Equally distribute new leads between users](#equally) - [When a lead enters the "Quote" step, send an email and tag it](#email) - [Add the "Upsell Opportunity" tag when the lead status changes to Won](#tag) - [Skip duplicates and assign only new leads](#duplicates) ### Notify when a lead is created or deleted Use this automation to stay on top of key activity. - **Event:** Lead is created or deleted - **Action:** Notify a specific user ![](https://ydncrm-www.s3.amazonaws.com/assets/Bt_4OUW9wYU/nocrm-automations-notify-user-delete.png)![](https://ydncrm-www.s3.amazonaws.com/assets/dAaVP31IdNc/nocrm-automations-notify-a-user.png)![](https://ydncrm-www.s3.amazonaws.com/assets/zVmLkzE3RVM/nocrm-automations-notify-a-user-example.png) ### Automatically assign a lead to a user or distribute it randomly 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 ![](https://ydncrm-www.s3.amazonaws.com/assets/lyrlzYeueSc/nocrm-automations-randomly-assign-leads.png)![](https://ydncrm-www.s3.amazonaws.com/assets/lAwhLiiWc44/nocrm-automations-randomly-assign-examples.png) ### Equally distribute new leads between 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 ![](https://ydncrm-www.s3.amazonaws.com/assets/KzqCC5Bs2Sc/nocrm-automations-equally-distribute.png) ### When a lead enters the "Quote" step, send an email and tag it 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` ![](https://ydncrm-www.s3.amazonaws.com/assets/LEoUDPhazrs/nocrm-automations-use-case-1.png) ### Add the "Upsell Opportunity" tag when the lead status changes to Won 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` ![](https://ydncrm-www.s3.amazonaws.com/assets/gMzqNgWOX10/nocrm-automations-add-a-tag.png) ### Skip duplicates and assign only new leads 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 ![](https://ydncrm-www.s3.amazonaws.com/assets/0-33flXe7_g/autoconditions.jpg) 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.