01
Triggers and actions
Each automation starts with a trigger, such as a new lead, and then runs the steps you choose. You build them without code.
- TriggersA new lead, a stage change or a date.
- ActionsAssign, notify, create a task or update a field.
- SchedulesRun at a set time, such as every morning.
02
Common automations
Most teams start with a few simple automations for work they already do by hand every day.
- Assign new leadsSend each lead to the right person straight away.
- Instant replySend a welcome message as soon as a lead arrives.
- Follow-up nudgesRemind the owner when a deal has been quiet for a week.
- Next taskCreate the next task when a deal changes stage.
03
One-click custom actions
Add buttons to a record for jobs like generating a quotation. Fill in a short form, and SalesRaga does the rest.
- Short formEnter details like a discount or notes.
- Runs in the backgroundYou get notified when it is done.
- Retry if it failsFailed runs are logged and can be run again.
Frequently asked questions
No. You build automations in a visual builder by choosing a trigger and adding steps. Most teams start with lead assignment and follow-up reminders.
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