How automations work in Teamopipe

Automations let you build rules that keep deals, contacts, organizations and tasks moving automatically. You define a rule once — when something happens, react to it — and Teamopipe runs it for you.

Where to find automations

Go to Settings → Automations. The page shows three counters — Total automations, Active and Inactive — followed by your list. Click Create automation in the top-right corner to build a new rule. Your plan includes up to 3 (Starter), 10 (Growth) or 25 (Pro) enabled automations per workspace. See plans and pricing.

The anatomy of an automation

• Trigger — the event that starts it. You pick an entity (deal, contact, organization or task) and the event.
• Conditions — optional filters. The automation only continues if they match. You can also scope it to a pipeline.
• Actions — what Teamopipe does when the rule fires. One action, or several in sequence.

The bar at the top of the builder shows your rule in plain English, so you can sanity-check the logic before saving.

Triggers

For deals you can react to: Added, Stage changed, Field changed, Won or Lost, Deleted. Contacts, organizations and tasks have their own event lists.

Conditions

Without conditions, the automation runs every time the trigger happens. Each condition is a field, an operator and a value. Conditions in the main group must all match; click Add OR block for alternatives where any one can match.

Actions

The available actions adapt to the trigger you picked. Click Add action to chain several; they run in order.

Example

Trigger: a deal's stage changed. Condition: the pipeline is Sales and the deal value is above 10,000. Action: choose the action that suits the case, such as updating a field. Test it on a practice pipeline first.

Create your first automation

1. Go to Settings → Automations and click Create automation.
2. Replace "Untitled automation" with a clear name.
3. In the Trigger block, choose the Entity and the Event.
4. Optionally add conditions or an OR block.
5. Pick what happens in the Action dropdown, and add steps if needed.
6. Leave the Active toggle on and click Create automation. The rule starts running immediately.

Pause and manage automations

Use the Active toggle to pause a rule without deleting it. Inactive automations stay saved but never run.

Avoid problems

• Avoid loops where one update repeatedly triggers another.
• Keep conditions narrow and rules well named.
• Deactivate rules you no longer need.

If you run into issues, use the chat in the bottom-right corner or the contact form — we typically respond within 4 hours on business days.