Automations

Gordon CRM includes a unified automation engine that lets you connect triggers (events that occur in your workspace) to actions (tasks the system carries out in response). Automations eliminate repetitive manual work, streamline follow-ups, and ensure consistency across your B2B and marketing workflows.

Every automation rule has three parts:

1. Rule Name — A clear, human-readable label (e.g., "Add VIP tag on form submission").
2. Trigger — The event that fires the rule (e.g., a form is submitted, a deal stage changes).
3. Action — The task executed automatically in response (e.g., adding a tag, enrolling in a campaign, creating a task).

[SCREENSHOT PLACEHOLDER: The Automations dashboard showing the list of active rules and their toggles]

Where Automations Are Managed

Automation rules are divided into two areas based on how they impact your workflow:

• Central Automations Page (/automations): The main hub where you manage general-purpose rules, such as tag changes, task creation, agreement sending, and email alerts. Automations are represented by the unified Zap icon (replacing the legacy GitBranch symbol) across the main navigation menu and command search shortcuts.
• Campaign Detail Page (/campaigns/[id]): Location for campaign-specific rules, such as enrolling or removing contacts from drip sequences. These are managed directly inside the campaign builder to keep sequences organized.

Dependency Tracking ("Where Is This Used?")

To prevent you from accidentally breaking your workflows, Gordon CRM includes a dependency tracking system. It displays references directly on the items involved — tags, forms, events, products, and pipelines:

• Automation Count Badges: On list pages (like Tags, Products, and the main Pipelines dashboard), items display a yellow ⚡ N badge if they are used in one or more automation rules. Clicking the badge opens a side drawer.
• Dependencies Card: On detail pages (like individual Forms and Events), a dedicated Automations card displays active rules triggering or targeted by that specific item.
• Conversational Summaries: The side drawer and details cards display these links in plain conversational English rather than database jargon (e.g. indicating whether a component "Starts an automation" or is the "Result of an automation").

Deletion and Cascade Safety

When you delete an event, form, tag, or campaign that is currently linked to an automation trigger or action, the associated automation rules are automatically deleted to prevent orphaned, broken rules.

To protect your workflows, the deletion dialog will warn you:

"This tag is used in 3 automation rules. Deleting it will also remove those rules. Continue?"

Permissions

Managing automation rules requires administrative access.

Related

• Triggers — Learn about the eight event triggers
• Actions — Learn about the seven responsive actions
• Loop Protection — Understand depth limits and recursion prevention
• Technical Reference: Automations — Data models, trigger patterns, and background execution architecture