Operations / automations

Put repetitive work on autopilot.

Define rules like “when this happens, if this happens, do that” and stop repeating the same tasks every day.

Visual representation of Automations.

Events and conditions

The condition decides whether to continue

Each flow starts from an event and applies the actions you have defined.

Give access to the portalWhat is done when automation reaches this point.
⌄ Settings
Send it ⌄

Without an email provider configured, create the account and do not send anything.

Impulsa Program ⌄

It is opened at the same time as the account, and also if you already had it.

⌄ Change the actionLEADS
Move stage lead
Assign the lead to someone
Put a label

This is how the route is connected.

  1. 01Trigger
  2. 02Condition
  3. 03Action

Defines what happens when it comes to action

After the trigger and the conditions, the panel allows you to specify the action. In the example, you choose the program to give access to and whether the welcome email should be sent.

Configure dependencies

If there is no email provider configured, creating access does not imply sending the message. You can also use actions like moving a stage, assigning a person in charge, or putting a label: each requires its own settings.

Events and conditions · how it works

An event, a condition and a concrete action.

Automates repeated steps when the criteria is already clear. The flow starts from something that happens in Nod and applies the actions you have defined.

Choose the start

Select the process event, such as a form response or a posted payment.

Defines the criteria

Add the conditions that the case must meet before executing the corresponding actions.

Review the execution

Organize flows into folders and view their history and warnings to understand what happened.

Events and conditions · scope

Automations
in detail.

20 triggers

  • Capture: form sent, new contact, lead changes stage.
  • Charges: collection, failed collection, overdue fee, refund, subscription started, subscription canceled.
  • Clients and calls: client discharged, meeting scheduled, meeting cancelled.
  • Training: lesson completed, lesson implemented, course completed, inactive student.
  • Support: open ticket, answered ticket, resolved ticket.
  • External: webhook received.

Actions

  • Send an email and notify the team.
  • Notify Slack.
  • Create a task.
  • Give access to the portal or a program.
  • Move stage and assign the lead.
  • Add or remove tags and add a note.
  • Create a lead.
  • Notify another tool by webhook.

Conditions

  • Seven comparators to decide when each rule is executed.

Connect any tool

  • Receive data from Typeform, Tally, Make, Zapier or any website, with its own address for each rule.

Notice templates

  • Ten templates ready: access after purchase, welcome, call confirmation, failed payment, lesson completed, sale to owner, moved lead, form, ticket and overdue fee.

Organized and traceable

  • Folders and log of each execution.
Available in
Essential and Pro.
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Operations from €149/month

Everything you need.
To continue growing.

Connect your tools, coordinate your team and advance your business from one place.