Automation
Put the busywork on autopilot.
Trigger actions across any module when something happens: assign a lead, raise an invoice, open a ticket. No separate tool, and no line of code.
Included in every plan · free for viewers & customers.
What automations gives you.
Any trigger, any module
Fire on a won deal, a new ticket, a signed quote, or a due date. Anything that happens in Spodus can start a rule.
Build it in minutes, no code
Pick a trigger, add conditions, choose actions. Visual rules, no scripts, and no third-party automation tool to pay for.
Keeps running when you don't
Scheduled and date-based rules fire on the server, so a reminder or a follow-up goes out whether or not anyone has Spodus open.
One connected system
Automate across the whole business, not one app.
Because every module shares data, a single rule can reach all of them, the kind of automation you would normally stitch together across five tools.
Deal won, create the invoice and notify finance.
New ticket, route by product and start the SLA timer.
Payment overdue, open a task and email the customer.
More in Automation.
Every feature comes with every plan, on the same connected data.