Automations Overview
Build automated workflows and business logic.
Kantos Automations let you build powerful workflows that trigger automatically when events occur in your CRM. Send emails, update records, call webhooks, and more—all without writing code.
Work Smarter, Not Harder
Automations handle repetitive tasks so your team can focus on what matters. From simple email notifications to complex multi-step workflows, automate it all.
How Automations Work
Every automation consists of three parts:
- Trigger — The event that starts the automation (e.g., record created)
- Conditions — Optional rules that must be true for the automation to run (e.g., status equals "new")
- Actions — What happens when the automation runs (e.g., send email, update field)
Creating Your First Automation
Navigate to Automations
In your Kantos dashboard, click "Automations" in the sidebar.
Create New Automation
Click the "Create Automation" button in the top right.
Name Your Automation
Give it a descriptive name like "Send Welcome Email to New Leads".
Configure Trigger
Select what event should trigger this automation.
Add Conditions (Optional)
Set any conditions that must be met.
Add Actions
Choose what should happen when the automation runs.
Save and Activate
Save your automation and toggle it to "Active".
Testing Automations
Use Test Mode
Enable test mode to run automations without sending actual emails or webhooks.
Check Execution Logs
Review the automation logs to see what would have happened.
Test with Real Data
Create a test record that matches your trigger conditions.
Verify Results
Check that all actions executed correctly and data was updated.
Execution Logs
Every automation run is logged for debugging and auditing:
- Trigger details — What event started the automation
- Condition results — Whether conditions passed or failed
- Action outcomes — Success/failure of each action
- Error messages — Detailed errors if something failed
- Execution time — How long the automation took
Best Practices
- Name automations clearly — Use descriptive names that explain what the automation does
- Start simple — Build basic automations first, then add complexity
- Test thoroughly — Use test mode before activating with real data
- Monitor regularly — Check execution logs for failures
- Use conditions wisely — Prevent infinite loops by checking state
Avoid Infinite Loops
Be careful with "Record Updated" triggers that also update the record. Use conditions to check the previous value or add a flag field to prevent re-triggering.
Next Steps
- Triggers — Learn about all available trigger types
- Conditions — Filter when automations should run
- Actions — Explore all action types and variables
- Webhooks — Send data to external services