Automations

Automations is Zero's workflow builder to automate various GTM processes. You can create custom workflows by defining triggers and chaining actions together to eliminate repetitive tasks.

How to create an Automation in Zero:

1

Set Automation Trigger

Available triggers:

  • Demo request form submitted (webhook request received)

  • New record (company, contact, deal) added to workspace

  • Record edited

  • Record moved

  • Based on a schedule

2

Set Actions

Available actions:

  • Record actions: add, edit, remove records (company, contact or deal)

  • List actions: Add or remove from list

  • Run AI task: ask LLM to analyze some data as part of the workflow and pass the result to the next action(s)

  • Post to Slack

  • Send email: internal email notification or send email from connected mailbox

  • Add a task

  • Send to external systems: currently supported integrations: Loops, Resend and Apollo

  • Webhook: send a webhook to any API: your app, PostHog, n8n, Zapier, your website (e.g. to provide a meeting booking link to a qualified inbound lead) etc.

  • Round Robin: e.g. route incoming leads to selected users in your workspace in a sequential order

  • Find records

  • Wait

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