Boost productivity
Automations
Effortless Automation for Maximum Efficiency and Productivity
- Productivity on Autopilot
- Streamline repetitive tasks, assign leads, and trigger actions seamlessly, freeing up your time to focus on high-impact aspects of your business. Let Easyly's Automations work in the background to boost your efficiency.
- Effortless Customer Engagement
- Keep the conversation flowing effortlessly and interact with your customers without manual intervention. Whether it's sending updates, personalized messages, or important documents - keep your customers engaged without requiring constant attention.
- Your Workflow, Your Way—Automated
- Set up intelligent triggers and actions to keep your business processes moving, even when you're not actively managing them. Let automation work for you, maintaining the rhythm of your operations with minimal effort.
Make Easyly work for you
Unleash the Power of Automated Efficiency
Easyly's Automations - Transforming How You Work, One Automated Task at a Time
- Time-Sensitive Follow-ups
Set triggers for follow-ups to keep your customers engaged without the need for manual scheduling, allowing you to nurture relationships effortlessly.
- Proactive Status-Based Triggers
Stay ahead of the game with status-based triggers in Easyly's Automations. Automate actions based on changes in lead status, ensuring your team is informed and can act promptly.
- Time-Saving Workflow Optimization
Easyly's Automations are designed with a focus on efficiency and time-saving. Streamline your workflow, reduce manual intervention, and let Easyly's Automations handle the rest.
FAQ
Frequently Asked Questions
Easyly automations let you trigger actions when events happen in your CRM — new lead created, status change, payment received, time delay elapsed, form submitted, and more. Actions include sending SMS or email, updating records, assigning team members, creating tasks, posting to chat, or kicking off an AI voice agent call.
Triggers fall into three buckets: event-based (lead created, status changed, payment received), time-based (X hours after a status change, on a specific date, recurring schedule), and condition-based (only fire when a tag, field, or pipeline stage matches). Combine multiple conditions to build precise rules.
No. Automations are built visually with a trigger → conditions → actions interface. You pick the event, set the criteria, and choose the action. There's no scripting required, though developers can use webhooks and the Easyly API for advanced custom integrations.
Both, plus more. A single automation can send an SMS, an email, post to chat, update a CRM field, assign a task, and trigger an AI voice agent call — all in sequence. Channels can be conditional too (e.g., SMS first, email if no reply in 24 hours).
In Easyly, automations are individual trigger-driven rules that fire when an event happens. Workflows are multi-step sequences that branch based on customer behavior — a workflow might send an SMS, wait 2 days, check if the lead replied, then either send a follow-up or escalate to a sales rep. Use both together for full lifecycle marketing.
There's no hard limit on the number of automations you can configure or have running concurrently. Easyly's queue handles bulk fan-out efficiently — for example, status-change triggers fire for hundreds of leads in parallel without throttling. Industry-specific bundles include unlimited automations on most plans.
Save hours every week.
Let your workflows run themselves.
Build trigger-based sequences that follow up, route leads, and nudge customers — automatically. No code, no Zapier, no per-task fees.