Automation engine
Build the workflow once. It runs the follow-up forever.
The repetitive work that runs your day, the follow-ups, the reminders, the stage updates, does not need you to do it by hand. Build it into the engine and it keeps moving deals while you talk to customers.
A single sequence, built once in the visual editor. The engine runs every step on its own, branches when a condition is met, and logs the result.
Everything you need to put the busywork on rails
Triggers, conditions, and actions that operate on the same customer record as the rest of CxTrack. Nothing to wire up between separate apps.
Visual builder
Drag the logic into place and see exactly what fires and when. No code, no scripting, no guessing what the automation will do.
Smart triggers
Start on a new lead, a stage change, a form submission, a date threshold, or an inbound call. You decide the moment work begins.
Multi-step sequences
Chain actions together. Send an email, wait three days, create a task, update a stage. Unlimited steps, one record.
Conditional logic
If this, then that. If not, do something else. Branch on real criteria and nest conditions into decision trees, all visually.
Outbound webhooks
Connect to any tool with an API. Trigger external actions in your own backend or third-party services when events happen in your CRM.
Audit trail
See exactly what ran, when it ran, and what it did. Every execution is logged, so the engine is never a black box.
How it works
Three moves from idea to running automation
Define the trigger
New lead, stage change, time delay, date hit, inbound call. Pick the event that should set the workflow in motion.
Build the action chain
Send an email, create a task, update a field, notify the team. Chain unlimited actions and branch them on conditions.
Let it run
The engine executes around the clock. The work happens, the team gets notified, and deals keep moving without anyone chasing them.
It runs while you do not
Automations execute around the clock. A lead that comes in at midnight gets the follow-up at midnight. A stage that should have moved moves on its own. You build the rules, and the engine handles the rest, every day, without being asked twice.
- Follow-ups fire on time, not whenever someone remembers
- Tasks and reminders create themselves at the right moment
- Stage updates and notifications happen the instant a condition is met
- Every step is logged, so you can trust what ran without watching it
Questions, answered
What can trigger a workflow?
Time-based, behavior-based, and stage-based events. New lead creation, pipeline stage changes, form submissions, date thresholds, and inbound calls all work as triggers, and you can combine several with conditional logic.
Do I need to write code to build an automation?
No. The builder is drag and drop. You select a trigger, define conditions, and chain actions together visually. Nothing about it requires a single line of code.
Can I build if/then conditional logic?
Yes. Workflows support branching with multiple conditions. If a contact meets criteria A, take one action. If not, take another. You can nest conditions and shape complex decision trees in the visual editor.
Does the engine support webhooks?
Yes. Outbound webhooks let you connect CxTrack to any tool with an API, so an event inside your CRM can trigger an action in your own backend or a third-party service.
Can I automate email and message sequences?
Yes. Build multi-step sequences with custom delays, personalization, and conditional branching. Send a follow-up three days after a call, then branch on whether the contact opened or replied.
How do I know what an automation actually did?
Every run is recorded in the audit trail. You can see which workflow fired, when it ran, and the result of each step, so there is never any mystery about what the engine is doing on your behalf.
One platform for the work you
keep paying six tools to do.
Book a discovery call and we will map exactly how we would build and run it for your business. No sales gauntlet, no obligation.
Built in Canada. Every engagement scoped to your business.