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Automations

Automations

Triggers and rules that fire on lead, call, qualification, and routing events. Drives retries, follow-ups, fallback offers, and lifecycle bumps.

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JSON-driven · v1
Rules (4)
ActiveNameTriggerConditionsActionsFiresLast fired
Transfer with no payable event after 2h → ops nudge
Reset lifecycle so the lead can re-route if buyer no-pay.
no_payable_event_after_delay
update_lifecycle_status (now)0
Disqualified primary → fallback + next-morning SMS
Push disqualified leads to fallback offer.
disqualified_primary
has fallbackassign_fallback_offer (now) → send_sms (next 9am UTC)0
Voicemail → soft SMS in 1 hour
Light-touch SMS after a voicemail-detected call.
voicemail
send_sms (+1h)0
Retry no-answer +15m (max 3 attempts)
Re-queues a call after a no-answer until attempt 3.
no_answer
attempts ≤ 3queue_outbound_call (+15m)0
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StatusRuleTriggerActionLeadScheduledFinishedDetail
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