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Event-triggered actions

Connect a product event or a signed webhook to one action, and every run is checked and recorded.

Pitch form → Screening

Enabled
When
Form submitted
Listening
If
Round is one of Pre-seed, Seed
Then
Create deal
AF

Aurelia Family Office

Contact · Zurich

Editing
Investor typeUpdating…Family office
Family offices → Fund IIPending
If Investor type equals Family officeChecking…
Then Sync to group · status ProspectWaiting
Fund II · LP pipeline2 contacts
  • AFAurelia Family OfficeAdding…
  • LHLindqvist HoldingsCommitted
  • MEMarlowe EndowmentProspect

Act when records change

Start an Automation from a Contacts, Forms, Dealflow, opportunity or investment event, and let conditions decide which events count.

POST/api/webhooks/automations/7f3c…e21

X-Infra-One-Timestamp: 1790582400

X-Infra-One-Signature: sha256=4be1…09fa

Idempotency-Key: northwind-q3-2026

{"event":"portfolio_update","company":"Northwind…

  • SignatureChecking…
  • TimestampChecking…
  • BodyChecking…
  • Idempotency keyChecking…
202{"status":"accepted"}
400Six minutes laterstale_timestamp

Webhook triggers

Let any system that can sign a request start an Automation, and pair it with Agent message to have an agent write the update and post it to Slack.

How Automations run

Each of your organization’s Automations has one trigger, optional conditions and one action, does its durable work outside the browser and records every run in Run history.

Each Automation saves a single action
When the same event should drive two outcomes, create a second Automation with its own state and history.
Disable an Automation and keep its history
An enabled Automation processes matching events. A disabled one keeps its definition and history but ignores normal events. New webhook Automations start disabled.
Signed and timestamped requests
Each request is a POST with one JSON object up to 256 KiB, a Unix timestamp within five minutes, an HMAC-SHA256 signature and an idempotency key of up to 200 bytes.
The signing secret is shown once
You see the signing secret only when you create or rotate it. Rotating invalidates the old one immediately, with no overlap.
Map headings and links from trigger fields
Map an Agent message’s prefix and suffix from $trigger fields so headings and links stay exact. Trusted instructions take up to 20,000 bytes, a message up to 40,000.
Control Automations with Contacts permissions
view_contacts lets you browse Automations and their history. manage_contacts is required to create, edit, enable, test or retry one.

Works with

Products that run on the same login and record.

Set up your first Automation

Send a test delivery first, then enable the Automation once the result looks right.