Automations: New Editor, Run Ledger, More Triggers
The Automation Center was rebuilt around cleaner step cards with provider logos, a docked inspector and each card’s last-run status, and the Runs tab became a one-line ledger with a detail drawer. Workflows gained triggers for billing, projects and the lead lifecycle.
- Triggers for invoice paid or overdue, client uploads, project status, task completion and lead status
- Actions update lead tags or assignee, message the client’s portal thread, or Slack a teammate
- Run test never sends anything or rings the team’s bell