Automations · 37 triggers, 19 actions

Leave nothing to chance.

Thirty-seven triggers, nineteen actions, wait steps, and a recipe gallery: the follow-ups you keep forgetting, running on rails.

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Automations
When a form is submitted
Text a booking link, open a deal, notify the owner
When a call is missed
Text them back while the phone is warm
When an invoice fails
Retry, then email the owner with the reason
When a deal goes cold 7 days
ARC drafts the check-in, ready to send
37 triggers, 19 actions, timed waits, and signed webhooks

The follow-ups you keep forgetting, turned into rules that never sleep.

Triggers

Everything that happens can start a rule.

  • Forms: submitted AND started-but-abandoned
  • Contacts and deals, stage moves, owner changes, handoffs, stalled investors
  • Calls completed, missed, and voicemail; texts received and replies
  • Money: paid, failed, purchased, subscribed, canceled, refunded
  • Meetings booked, canceled, and held; event attendance; Facebook leads
  • Email opens and clicks, engagement changes, tasks coming due, scorecards off-track

Actions

Nineteen things a rule can do.

  • Send email (inline or template) and SMS
  • Create tasks and deals, notify in-app, update any field
  • Move deal stages, add to lists, write scorecards, register people for events
  • Convoy project ops, signed webhooks to anything
  • Wait steps turn any rule into a drip; Stop ends it early

Control

Rules you can trust.

  • Conditions with the same sentence-style filters as smart lists
  • Filters that know what fired them: your real forms, links, and booking types by name
  • One automation, many outcomes: per-step conditions plus Stop
  • A recipe gallery shipped to every tenant, off by default
  • Full run history
It travels with the rest of the train

Every module, one relationship.