Automations
Versioned workflows with an auditable execution log.
Automation is only trustworthy if you can see what it did. Every workflow is versioned and every run is logged, step by step.
Clix automations run rule based workflows triggered by events such as a lead being created, an SLA approaching breach, a listing permit expiring or a unit hold running out. Workflows are versioned and each execution is recorded step by step in an auditable log.
Triggers that matter
Lead created, SLA about to breach, listing permit expiring, unit hold about to release, stage changed.
- Lead and stage events
- SLA threshold events
- Listing and permit expiry
- Hold and reservation expiry
Clix interface shown with sample workspace data
Actions in the product, not in a webhook
Assign an agent, start an SLA, create a task, send a notification, change the stage. The things that would otherwise be somebody remembering.
- Assign and reassign
- Create tasks
- Send notifications
- Update stage and fields
- Call a webhook where you need one
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Versioned and auditable
A workflow that changed silently is a workflow nobody trusts. Versions are kept, the live one is marked, and each run records which steps fired and how long it took.
- Version history with a live marker
- Per run execution log
- Step level success and failure
- Rollback to a previous version
Clix interface shown with sample workspace data
More of the platform
Further reading
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