Automation & Data
Automations
Automations are trigger-based workflows that run when lead events happen. Available on Growth plan and above (5 automations on Starter).
Triggers
| Trigger | Fires when |
|---|---|
| new_lead | A lead is created from any source |
| reply_received | An inbound email/message is received |
| visitor_identified | A website visitor's company is identified |
| linkedin_engagement | LinkedIn interaction detected |
Actions
| Action | What it does |
|---|---|
| enrich | Run Apollo enrichment on the lead |
| score | Recalculate lead scores (4 dimensions) |
| research | Deep AI research — scrape website + Claude brief (5 credits) |
| personalize | Generate personalized email copy |
| enroll_sequence | Enroll lead in a specific sequence |
| assign_lead | Assign to a specific user |
| create_opportunity | Qualify + push to SalesOS CRM |
| update_status | Change the lead's status |
| create_lead | Create a lead from visitor context |
Pre-built workflow templates
Prospect to Meeting
Trigger: new_lead → enrich → score → enroll in sequence
Visitor to Outbound
Trigger: visitor_identified → create lead → research → enroll in sequence
LinkedIn to Meeting
Trigger: linkedin_engagement → enrich → personalize → enroll in sequence