Automation

Manual processes are profit leaks.

Every task your team does manually is a task that could be automated. Liquid OS runs your business logic in the background — 24/7, without mistakes, without excuses.

If this happens, do that. Automatically.

Trigger → Action Rules

Set up rules in plain English: "When a new lead is assigned, create a follow-up task due in 24 hours." "When an invoice is 3 days overdue, send a payment reminder." "When a deal moves to Negotiation, notify the team lead." Six trigger types cover the events that matter — lead assignment, deal stage changes, overdue invoices, ticket creation, contact status changes, and stale deal detection. Twelve action types let you create tasks, send emails, update fields, assign owners, and notify team members. Add conditions with AND/OR logic so rules only fire when they should.

Lead auto-assignment — round-robin or rule-based by source and tag

Stale deal follow-ups — auto-create tasks after X days inactive

Deal stage change triggers — task creation, email, or team notification

Overdue invoice reminders — configurable interval and max send count

Ticket auto-routing by priority and category

Screenshot

Complex workflows. Simple setup.

Multi-Step Chains & Delays

Chain multiple actions into ordered sequences that fire one after another. A deal moving to "Closed Won" can simultaneously create an onboarding task, send a welcome email, notify the account manager, and update the contact's status — all from one rule. Delayed actions let you schedule follow-ups minutes, hours, or days later — during business hours only if you prefer. Conditional branching based on field values means a single rule can handle different scenarios without needing separate rules for each.

Chain multiple actions into ordered sequences

Delayed actions — minutes, hours, or days later

Business hours support for professional timing

Conditional branching based on field values

Contact status change actions — lead to customer welcome flows

Every automation. Tracked and auditable.

Management, Logs & Reliability

All automation rules live in Settings → Automations with a clean list view showing rule name, type, status, and fire count. Toggle any rule on or off instantly without deleting it — perfect for seasonal rules or testing. Full execution logs show exactly what fired, when, and whether it succeeded — so you can debug any automation in seconds. Webhook triggers let you connect to external systems. A background cron processor handles delayed actions reliably, and the rule engine runs in the background 24/7 without manual intervention.

Automation rules list with toggle switches and fire counts

Full execution logs with timestamps and success/failure status

Enable/disable rules instantly without deleting

Webhook triggers for external system integration

Background cron processor for delayed action queue

Screenshot

Set the rules. The system handles the rest.

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Scheduling

Analytics