“When this happens, do that” rules
Tag a contact, assign a task, add a note, send an email, notify Slack or call a webhook — up to ten steps per automation.
Custom automations & integrations
Hand the busywork to automations you can see.
Every business has repetitive steps that eat the day. We build clear “when this happens, do that” automations for them — from Slack alerts and webhooks to overdue-invoice reminders and a social posting assistant that drafts posts for your approval.
What's included
What we set up for you
Webhooks and Slack alerts
Push events to other tools you use and alert the right channel the moment something important happens.
Invoicing reminders
Invoices with pay-online links, quotes accepted online, recurring billing and automatic overdue reminders.
Social posting assistant
Drafts posts for Facebook, Instagram, X, TikTok and YouTube on one calendar — nothing publishes without your approval.
Forms that do the work
Multi-page forms with conditional questions and file uploads that create contacts, tasks and follow-ups automatically.
Run history
Every automation keeps a record of what ran and when, so you can see exactly what happened.
How it works
How we set it up
- 1
We list the busywork
Together we write down the repetitive tasks your team does every week.
- 2
We pick the best candidates
We start with the automations that save the most time for the least complexity.
- 3
We build and test
Each automation is built, tested with real examples, and documented in plain English.
- 4
We keep it tidy
As your business changes, we adjust or retire automations so nothing runs that shouldn't.
Who it's for
A good fit if you're…
- Teams copying information between tools by hand
- Owners chasing unpaid invoices one email at a time
- Businesses that want to post on social regularly without it taking over
- Anyone who wants an alert the moment something important happens
People stay in charge
AI agents hand off to a person whenever they're unsure or a customer asks. Texts go only to people who've agreed to hear from you, and opt-outs are honored automatically. We'll never promise specific results — we build so fewer leads slip through.
Our principlesFAQ
Questions about custom automations & integrations
Will the social assistant post without asking me?
No. It drafts posts for your review; nothing goes live until you approve it.
Which social channels does it support?
Facebook, Instagram, X, TikTok and YouTube, scheduled from one calendar.
Can automations connect to other software we use?
Often, yes — through webhooks or Slack notifications. We'll check what's possible during your audit.
What if an automation does something unexpected?
Every automation has a run history, so we can see exactly what happened and fix it quickly.
Works well with
AI phone agentAnswers every call around the clock, handles common questions, qualifies new leads and books — then hands off to your team with context.AI chat & text repliesOne AI agent replying on website chat, text, email, Messenger and Instagram DMs — all in one shared inbox where your team can take over.Lead follow-up automationsSpeed to lead, missed-call text-back, quote follow-up sequences and reactivation campaigns — so fewer leads go cold.
Let's make sure every lead gets an answer.
Tell us how leads reach you today and where things get stuck. Every engagement is scoped to your goals — talk to us for pricing.