How-to guides
Set up automations
When something happens on an account, do something about it automatically.
Automations are when-this-then-that rules that act the moment something happens on an account — so nothing depends on you noticing. Each rule fires once per underlying event, never twice for the same change.
Create a rule
- 1Open the formSettingsAutomations — name the rule.
- 2Pick the trigger (“When”)
- 3Pick the action (“Then”)
- 4Add automationThe rule is live immediately; the toggle pauses it, and its row shows how often and how recently it fired.
Triggers
| When… | Fires when |
|---|---|
| Account enters priority band | An account crosses into the band you pick (e.g. Immediate Outreach). |
| Intent score jumps by at least… | A single rescore raises the score by your minimum or more. |
| Account enters journey stage | The journey stage you pick is reached. |
| Predicted buying stage becomes… | The buying-stage prediction changes to your pick. |
| New competitor evidence found | Evidence of a rival appears (optionally one specific competitor). |
| No human touch for N days | An account at or above a priority you pick goes quiet for N days. |
Actions
| Then… | What happens |
|---|---|
| Create a next action | Adds a to-do (with due date, assigned to the owner). Placeholders like {account} and {score} fill in. |
| Raise an alert | Creates an alert at the severity you pick. |
| Add a tag | Tags the account (e.g. #hot). |
| Set account status | Moves the account's status. |
| Push to OnePageCRM | Sends the account to OnePageCRM — needs the integration connected. |
| Enroll in outreach sequence | Puts the account into an email cadence you built on the Outreach screen — e.g. every account entering Immediate Outreach starts the hot-account sequence. The runner delivers step 1 on its next pass. |
| Find more companies like this one | Queues an overnight Prospector search seeded from the account's industry, state, and name — the classic pairing is “status becomes Customer → go find its lookalikes”. Runs once per account, never duplicates. |
The two rules most teams start with
1) Enters Immediate Outreach → create action “Call {account} within 48h”. 2) New competitor evidence → raise a high alert. Add more once these feel routine.