Robust rule engine with triggers, conditions, and diverse actions. Variable templating, retry queues, and detailed execution logs keep everything reliable.
Manual follow-ups, data entry, and status updates waste hours. When automations fail silently, you lose deals.
Kantos automations run when a record changes or a date comes round, check your conditions, and carry out an action. Every run is logged, and failed webhooks are retried — so nothing falls through the cracks.
Everything Automations & Workflows offers out of the box.
Runs when a record is created, updated or deleted, when a message comes in on any channel, when someone clicks a link in one of your emails, or a set number of days before or after a date on the record, when your conditions match. Clicks made by mail security scanners are left out.
Each rule does one thing: create a record, update a record or a related one, call a webhook, send an email, send a Slack or WhatsApp message, tell a team member, or give them a follow-up due in a few hours. For several steps, add a rule for each.
Put values from the record that triggered the rule, such as ${trigger.record.email}, into emails, webhooks and new records.
When a lead clicks a property in your newsletter or a campaign, their agent emails them those homes the next morning, most clicked first, in their language. Leads your team already contacted are skipped, and nobody gets the same home twice.
When a home a client saved on your website drops in price, or is sold or taken off the market, they get one email that day from their agent, in their language, with similar homes for any that are gone. One link in the email stops the alerts without unsubscribing them from anything else.
Every run is logged with its result and any error. Failed webhooks go into a retry queue with growing gaps between attempts.
An admin can remind a rep about a lead or client by WhatsApp, text or email, again every few hours, until the client gets a reply or the rep marks it done.
Use Cases
Send a welcome email when a new lead is created, and post the lead to your sales channel in Slack with a second rule.
When a deal moves to "Won", create an onboarding record, and tell the CS team in Slack with a second rule.
Each record can remember the day it entered its status, so a rule can act on a deal that has sat in "Proposal sent" for 14 days.
Say what must be true before a record can move to a status, like no payment before the ID check passes. Nobody can skip it, from the app or from other tools; an admin can still go ahead with a written reason, which is kept.
Explore More
AI is woven into every layer of Kantos — from MCP access so agents can manage your CRM via chat, to autonomous live chat, smart form classification, AI onboarding, knowledge base RAG, and intelligent data import.
One script picks up the forms on your website, whether it runs on WordPress, Wix, Squarespace, Webflow, Shopify or plain HTML. You approve each new form once; after that, its submissions become records on their own.
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