Automate repetitive tasks so your sales reps can focus on building relationships. MrCAPI's built-in Automations Engine lets you define custom trigger-and-action rules.
1. Accessing Automations
- Click Automations in your left navigation panel.
- Here you'll see all active automation workflows, execution counters, and trigger conditions.
2. Common Automation Scenarios
- Auto-CAPI Event: When a lead's status changes to QUALIFIED, automatically push a Meta
Leadconversion signal. - SLA Alert: If a lead remains in status NEW for over 30 minutes, trigger an alert notification to the team manager.
- Appointment Follow-up: When a scheduled appointment outcome is logged as Completed, update lead status to WON.
3. Toggling & Managing Workflows
- Use the quick toggle switch on any automation card to turn rules ON or OFF instantly.
- Click Edit Rule to modify trigger conditions or action steps.
💡 Pro Tip: Turn on the pre-built Meta CAPI Automation rule during onboarding to ensure all qualified pipeline milestones sync automatically!