Automations & Workflows
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 trigger on record events, evaluate conditions, and execute actions with full logging, retries, and exponential backoff — so nothing falls through the cracks.
Key Capabilities
Everything automations & workflows offers out of the box.
- Rule Engine
Triggers on record_created, record_updated, and record_deleted with complex condition evaluation.
- Diverse Actions
Create record, update record, send webhook, and send email — chain multiple actions in a single rule.
- Variable Templating
Pipe fallbacks ${record.field | 'default'}, nested paths, required-variable checks, and locale resolution.
- Execution Logging
Detailed metadata, error handling, retries, and a webhook retry queue with exponential backoff and cron processing.
- AI Actions
Integrated assistants/AI actions in automation logs and notification triggers.
Use Cases
How teams use automations & workflows
Lead Follow-Up
Automatically send a welcome email when a new lead is created, then notify the assigned sales rep.
Status-Based Workflows
When a deal moves to "Won", automatically create an onboarding record and notify the CS team.
Technical Details
- Cron-driven webhook retry with exponential backoff
- Automation execution logs with field-level diffs
- Condition builder supporting 8+ operators
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Related Features
AI-Native CRM
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.
Smart Intake & Lead Capture
One script captures forms from WordPress, Wix, Squarespace, Webflow, Shopify, or any HTML site. AI-powered classification routes submissions automatically.
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