What can an automation actually do?

Assign an owner, send a message, create a task, update a field, generate a document, or notify someone. Triggers include a record being created, a stage or field changing, and time-based schedules.

What happens if an automation fails?

The run is recorded as failed rather than passing silently, and it can be retried. Work that runs in the background tells you when it has finished, so nobody has to sit and watch it.

Sales workflow automation

Triggers and actions

Every automation is the same shape: something happens, and SalesRaga does the rest. You build them by picking a trigger and adding steps — no code, and no developer waiting at the other end.

TriggersA new enquiry, a stage change, a date arriving.
StepsAssign, notify, create a task, update a field.
Or on a scheduleRun something every morning without anyone asking.

Common automations

The useful ones are rarely clever. They are the jobs your team already does by hand, every day, and forgets on the busy days.

Assign new enquiriesRoute a lead to the right rep the moment it lands.
Acknowledge instantlySend the welcome message while interest is hot.
Chase silenceNudge the owner when a deal goes quiet for a week.
Create the follow-upA stage change books the next task automatically.

One-click custom actions

Some work needs a person to decide and a machine to do. Custom actions put those on the record as a button — Generate Quotation being the one most teams reach for first.

Ask what it needsA short form for the discount, site or notes.
It works while you move onThe run happens in the background and tells you when it is done.
Failures are visibleA failed run is recorded, and you can retry it.

Frequently asked questions

No. Automations are built by choosing a trigger and adding steps, in a visual builder. Most teams start with two or three — usually lead assignment and follow-up reminders — and add more once they see what they keep doing by hand.