Hey everyone! I’m excited to share that we just launched our new automations feature. Check out this video for an overview of how it works, and let us know if you have any questions!
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Thank you! Thank you! Thank you! Tyler, I think you and I talked about this a couple of years ago. You guys ROCK!!!
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Very excited to use this!
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Thanks, Nancy! It takes a while to build stuff like this, but we’re always listening and working on new ideas. I hope to share a video soon about what we have planned for 2026!
Having made an automation, I now have two wishlist items:
- Action to add an “All Day” event a number of days in the future, with the contact and a pre-set list of users attached to it.
- When linking an automation to a pipeline change, be able to mark that trigger as “optional” or “confirmed” so that when the status changes, a dialog with custom text and buttons “Yes” (run the automation) and “No” (don’t run it) is presented.
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Thanks for the feedback! I’ve noted your request about events, and we’ll keep an eye out for more demand for that.
For your second request, I think our UI already does something similar. When you change to a status that has automations tied to it, it will show you want is about to run, and there’s a toggle at the top right which you can turn off if you don’t want it to run.
I hope that helps!
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This looks amazing, cannot wait to try it tomorrow 
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Automate events would be really useful for us too!
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@evan and @MelissaB , would you mind sharing what you’d use event automations for?
When we were designing this feature, it sounded like people mostly wanted to create tasks, because events require more planning (e.g. they need to go at a time that isn’t already booked, etc.). Or in the case of all-day events, those end up being pretty similar to tasks, just without the ability to indicate that you’ve completed it.
I’d love to learn more about what you’re hoping to do with event automations.
When I file a client’s case on an emergency basis, I assign a set of standard tasks for myself and my staff, add the client to a group, and also set an all-day event 14 days later that has us all attached, reminding us of the deadline to file the remaining paperwork. I’ve made an automation that does all this except for the event.
I added an automation for when I change a “Lead” pipeline status to “Retained” that adds a “Filing Status” and “Payments” pipeline to the client contact. I am a little concerned because the added pipelines have several required fields that this process leaves blank, which is not ordinarily possible.
Today I tried making an automation for a common pattern where I open a pipeline and add a note and task to it. But when I open a pipeline, click “Run Automation” and select the automation I made, it doesn’t seem to run it. Instead it adds a new “Run Automation” section above the “Attach an Item” section with what looks like a button labeled with the automation name. The button doesn’t do anything when clicked. I don’t understand how this is intended to work.
Thanks, that’s helpful! As for your questions…
Yes, it’s true that automations can bypass required fields. The same is true of imports and form submissions. This probably seems counterintuitive, but these features would become too fragile otherwise. For example, you could make an automation or web form that sets all required values correctly, but then a different admin could add a required field. That would break the automations and forms. Instead, we allow those to bypass required fields, and then the first time a real user edits a contact/pipeline that needs required fields, they’ll be prompted to enter them at that time.
And sorry about the confusion with the UI for running automations when updating a pipeline. It sounds like you were selecting which automation you wanted to run, but it doesn’t actually run until you save the pipeline item (similar to the other items you can attach e.g. attaching a group).
Let me know if you have any questions about that!
Hi Tyler,
Thanks for the opportunity to feedback directly!
We run a retail and service business and we really love LACRM not just for the sales pipelines etc but as the calendar is really easy to work with and planning our engineers time is a manual process for us.
A large part of the CRM is planning our engineers’ service visits on the calendar. We offer a service contract to customers which involves 4 visits a year so when a customer sets up a contract with us, we manually add the 4 visits roughly 3 months apart from the start. These then get moved as we pin down dates closer to the time but it’s good to see when our busy periods are coming up etc and to make sure we don’t miss any visits!
So, the automation would really help if we can automatically build the four events when a contract pipeline gets set to “Active”. It could work much like the tasks eg “3 months after automation add a new 1 hour event called 1st service visit” then 6 months, 9 months and 12 months after, for example. If you could build a time slot that would help but even just a standard 9am for them all would help as we do move them when they get firmly booked.
An alternative to the automation might be to customise the “Duplicate Event” to have a drop down option of 1 week, 1 month, 3 months etc or custom frequency, a bit like when you enter an event into your iphone and can repeat…
I hope that makes sense!
Thanks,
Melissa
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Love the new automation features, they’re already making my life much easier. I just wish that when adding a task to an automation that it could refer to the tasks created in Task Templates as a resource section instead of having to type in the same task details again. It would be helpful to reorganise the tasks created in Task Templates, mine are starting to look a mess as I keep adding to them. Either because they belong to a department section or chronological order of when I would add the task. Right now they’re all spread around and not easy to find when adding a task. A simple option of drag and moving them would be a massive help to keep things tidy and less annoying. Lol
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Thanks, that’s helpful!
Thanks, Antony.
We’ve added reordering task templates as a wish list item.
As for supporting task templates when creating automations, I’m sorry because I know this is an important issue for you, but we discussed it and I don’t think it’s going to get prioritized anytime soon. Most people just aren’t creating very many task automations (it’s more of a “set it up once and never touch it again” feature for most people), so the total time savings would be pretty minor for the typical user.
Brilliant news about being able to reorder task templates; my own looks like a mess. lol
I appreciate that it is not a priority to use Task Templates as a resource when creating automations, but I would have thought other users would also benefit from this to create automations more quickly. I have a workaround of copying them from Evernote in the meantime.
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