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Automations

Automations that do the busy work.

When a deal is won, a lead goes quiet or an invoice is paid, Spodus does the next step for you. No code.

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Won deal handoffLiveBuildCanvasRuns128Versions
When
A deal's Stage changes to Won
Only if
Amount is more than $25,000
Then
Notify the deal owner “Won: {Deal name}”
In the bell, and by email
Then
Create a task Kickoff call for the deal owner
Due in 2 days
Then
Wait 3 days
Then
Send an email to the deal's contact “Welcome aboard”
From ava@meridian.studio
Add a step

From a busy job to one that runs itself.

Pick what starts it, add the steps, and turn it on. No code.

Pick a trigger

A record changes, a date comes round, a schedule ticks or a webhook calls.

Add the steps

Create tasks, update records, send emails, notify people, wait, and branch.

Turn it on

Publish it and every run is logged, with the record it acted on.

Automations that read like a sentence.

When this happens, only if that's true, then do these things. Anyone can follow it.

Start on anything

A record created, changed or deleted, a date, a schedule, a webhook or a button.

Start when
Record is created
Record is updated
Record is deleted
Record date reached
On a schedule
Webhook
Launch manually
Record is updated
Object
Deals
Field
Stage
Changes to
Won

Thirteen kinds of step

Create and update records, find and loop over them, branch, email, notify and assign.

Add a step
Create a record
Create a task
Update a record
Find records
For each record
If / otherwise
Send an email
More steps
Notify someone
Assign someone
Wait
Continue only if
Send a webhook
Delete a record

Wait, then check

Pause for days, then carry on only if the record still needs it.

When
A Lead is created
Then
Wait 2 days
Only if
Status is still New
Then
Create a task Follow up

Every automation in one list

See which are live, when each last ran and how often. Star the ones you check.

All automations6Live5Not live1
AutomationRuns onLast runRuns
Won deal handoffDeals2m ago128
New lead follow-upLeads1h ago342
Invoice paid thank-youInvoicesToday86
Urgent ticket alertTicketsYesterday41
Weekly pipeline digestScheduleMon12

Every run, logged

See each run's status, the version it used and the record it acted on.

StatusRecordVersionWhen
CompletedBrand refreshv32m ago
WaitingHelp centerv31h ago
CompletedDocs retainerv3Yesterday
CompletedCampaign pagesv2Oct 6
CompletedWorkspace setupv2Oct 4
CompletedLaunch campaignv2Oct 2
Published by Ava Chen · 3 versions

Branch it on the canvas.

Switch to the canvas to see every path at once, with if / otherwise branches side by side.

Won deal handoffLiveBuildCanvasRuns128Versions
Record is updated
Deal · Stage changes to Won
Notify someone
The deal owner
If / otherwise
Amount is more than $25,000
YesOtherwise
Create a task
Kickoff call · due in 2 days
Send an email
Thanks for choosing us
Assign someone
Sam Okoro as account manager
Update a record
Company · Status to Customer
Wait
3 days
Last runs
Brand refresh2m ago
Docs retainerYesterday
Campaign pagesOct 6

Automations work across every product.

Start on a deal, an invoice, a ticket or a person, and act on any of them.

Invoicing

Quotes, invoices and payments on the client's record.

Support

Every ticket shows on the company it came from.

Chat

Talk about a client and turn a message into a task.

Dashboards

Revenue, pipeline and forecast, live from your records.

Team

Your people, time off and reviews, next to their clients.

Two ways
to start

Start fresh today, or bring the clients, deals and history you already have.

Start fresh

Free for up to three people.

You get every product: CRM, invoicing, support, team, chat and Spodus AI, which asks before it changes anything. Upgrade when your team grows.

Start for free

Bring your data

Bring your data from the tool you use now.

Your deals arrive with their stages, owners and dates. Connect your work email, and each client's emails land on their record. On a paid plan, we'll move it all for you, free.

Ready-made mapping forHubSpotPipedriveSalesforceZoho CRMAsanaClickUpTrello
Migrate now

The busy work, running on its own.

Start free with your team, or book a demo and see Spodus on your own data.

Get a demoGet started

Questions, answered

A record being created, updated or deleted, a date on a record coming round, a schedule, a webhook call, or someone pressing Run.

Yes. They run on the server, so a change made by anyone, on any device, starts its automation even with every tab closed. Schedules, date triggers and webhooks run on the server too.

Workspace admins create and edit automations, because they act on every object in the workspace. Everyone else can see the list and what runs.

No. They come with every seat. Webhook triggers and webhook steps are on Starter and up.

Spodus

The all-in-one business suite. CRM, finance, HR, support, and inbox in one seat.

Product
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  • Finance
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  • Support
  • Inbox
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Solutions
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  • MSPs and IT services
  • Recruiting
  • Consultants
  • Accounting firms
  • Startups
  • Small businesses
  • Professional services
  • B2B services
  • All solutions
Features
  • Tasks
  • Calendar
  • Docs
  • Notes
  • Forms
  • Automations
  • Goals
  • Time tracking
  • Connected records
  • Customer portal
  • Roles & permissions
  • All features
Compare
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  • vs Zoho One
  • All comparisons
Alternatives
  • HubSpot alternative
  • monday.com alternative
  • ClickUp alternative
  • Zendesk alternative
  • All alternatives
Migrate
  • From HubSpot
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  • From ClickUp
  • From Pipedrive
  • From Asana
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  • All migration guides
Company
  • Help
  • Blog
  • Security
  • Status
  • Contact

Product

  • CRM
  • Finance
  • HR
  • Support
  • Inbox
  • All products
  • Integrations
  • Pricing

Solutions

  • Agencies
  • MSPs and IT services
  • Recruiting
  • Consultants
  • Accounting firms
  • Startups
  • Small businesses
  • Professional services
  • B2B services
  • All solutions

Features

  • Tasks
  • Calendar
  • Docs
  • Notes
  • Forms
  • Automations
  • Goals
  • Time tracking
  • Connected records
  • Customer portal
  • Roles & permissions
  • All features

Compare

  • vs ClickUp
  • vs HubSpot
  • vs Asana
  • vs Zendesk
  • vs monday.com
  • vs Zoho One
  • All comparisons

Alternatives

  • HubSpot alternative
  • monday.com alternative
  • ClickUp alternative
  • Zendesk alternative
  • All alternatives

Migrate

  • From HubSpot
  • From monday.com
  • From ClickUp
  • From Pipedrive
  • From Asana
  • From Trello
  • All migration guides

Company

  • Help
  • Blog
  • Security
  • Status
  • Contact

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