Automate workflows and actions inside your noCRM account

This article answers the following questions:

What are Automations in noCRM?
How to create an automation?
What types of events can trigger automations?
What conditions can be used to filter automations?
What actions can be triggered with automations?
Can I create multi-step workflows?
Do automations replace Zapier or Make integrations?
Who is the automation performed by?
What are some common automation use cases?

This article helps you understand how to set up, structure, and launch Automations inside noCRM.

The Automations module allows you to define rules inside your noCRM account that react to specific events in your account 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.

Whether you want to notify a user when a lead is created, assign leads automatically, or trigger email sequences based on pipeline steps, Automations help you do it all, without using third-party tools like Zapier.

This feature is only available on the Dream Team & Call Master edition.

How to create an automation?

Go to your Admin Panel > API & Automations > Automations
Click New Automation and give it a name (e.g. "Notify when a lead is deleted")
Define:
- The Event that triggers the automation
- (Optional) The Conditions
- The Action(s) to be performed

Once saved and activated, noCRM will handle the rest every time the event occurs.

Supported events

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 was edited
lead.commented: Someone leaves a comment on the lead

Supported conditions (optional)

To narrow down when an automation should run, you can add conditions such as:

Has the tag (e.g. B2B, Priority)
Has the status (e.g. Standby, Won)
Is the owner (assigned to a specific user)
In the pipeline (e.g. Sales, Onboarding, Support)

If the lead doesn't match the condition, the automation won’t run.

Supported actions

You can trigger one or multiple actions when the event and conditions are met:

✅ Notify a user (via email, browser, or mobile)
✅ Assign the lead to a specific user
✅ Assign the lead randomly to a group of users (round-robin style)
✅ Add tags to the lead
✅ Send an email (using a predefined template – only with personal email connected)
etc.

You can define if the action happens immediately or after a delay and can combine multiple actions in one rule.

Can I create multi-step workflows?

Yes! You can chain multiple actions in a single automation.

Example:
When a lead enters the “Closing” step:

Add tag “Priority”
Notify the Sales Manager
Send a predefined email

Do automations replace Zapier or Make?

In many cases, yes, but it's a noCRM <> noCRM automation for now.

Automations cover the most common sales use cases inside noCRM—like distributing leads, notifying reps, and launching email sequences. For actions involving external apps like Google Sheets, you may still need tools like Zapier or Make.

Who performs the automation?

All automated actions are performed by a special system user called The Butler, ensuring that your reporting and activity history remain clean and accurate. You can personalize it from the Admin Panel > API & Automations > The Butler

Who can use this feature?

Only admins in Dream Team or Call Master editions can create, manage, or edit automation rules. Once active, automations run in the background without any manual input.