TAU CRM
Workflows (Automations)
How to create automations in TAU CRM to trigger actions automatically.
Workflows (Automations)
Workflows let you automate actions in the CRM based on events such as contact creation, stage changes, or form submissions.
How to create a workflow
- Go to Settings → Workflows (or Workflows in the menu)
- Click + New Workflow
- Define the trigger
- Add actions
- Activate the workflow
Available triggers
| Trigger | When it fires |
|---|---|
| Record created | When a contact, company, or opportunity is created |
| Record updated | When a specific field is updated |
| Record deleted | When a record is deleted |
| Form submitted | When a form submission is received |
Available actions
| Action | What it does |
|---|---|
| Create record | Automatically creates a new record |
| Update record | Updates fields on a record |
| Send email | Sends a transactional email |
| HTTP request | Calls an external URL (webhook) |
| Code | Runs custom JavaScript |
Example: Notify team when a deal is closed
Trigger: Opportunity updated → Stage = Customer
Action: HTTP request → POST to your TAU / Slack webhook
Need a specific automation? Contact meajuda@taubot.ai.