Automation Templates

Start with a pre-built template and customize it for your workflow. Templates are available in the Workflow Builder under the "Templates" tab.

Available templates

TemplateTriggerAction
Hot lead to Slacknew_lead (score >= 7)Notify Slack channel
Hot lead to Discordnew_lead (score >= 7)Notify Discord channel
Competitor mention to Slacknew_competitor_mentionNotify Slack channel
All leads to Webhooknew_leadPOST to webhook URL
Enrich to HubSpot CRMnew_lead (score >= 6)Enrich (Apollo) then push to HubSpot
Enrich to Email + Callnew_lead (score >= 7)Enrich then push to Lemlist + notification
Clay Enrich to Airtablenew_leadPush to Clay, enriched data to Airtable

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