Workflow Automation
Rules that keep intake, phone, and case systems in sync
| Rule | Trigger → Action | Status | Runs | Success | Last Run | |
|---|---|---|---|---|---|---|
| Website lead → Intake record | New website leadCreate intake record in CRM | Active | 1,247 | 99.4% | 2m ago | |
| Missed call → Callback task | Missed call receivedCreate callback task & notify owner | Active | 342 | 98.1% | 15m ago | |
| Signed retainer → Case | Retainer signedOpen case in case management | Active | 89 | 100% | 3h ago | |
| Duplicate phone → Review | Duplicate phone number detectedSend to duplicate review queue | Active | 76 | 96.7% | 2h ago | |
| Failed sync → Ops alert | Sync failure detectedNotify operations team | Active | 23 | 100% | 1h ago | |
| Stalled lead → Nudge | No contact 48hAssign nudge task | Paused | 145 | 92.4% | 3d ago |
Rule Builder
When
New website lead is created
And
Source = Website • Case type is any
Then
Create intake record & notify assigned user