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AI Automations

A no-code automation builder with 200+ triggers and actions across every Close180 module. Build multi-step workflows that react in real time — no Zapier or Make.com needed.

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What you get

200+ triggers across CRM, email, SMS, projects, and billing

Visual drag-and-drop builder with branching logic

AI-powered condition evaluation for smart routing

Real-time execution with sub-second trigger latency

Native loops, delays, and webhook actions built in

Build a flow like these in one chat message

Describe what you want to AI BDR and it builds the actual workflow — trigger, conditions, and all — ready to review and turn on in Automations.

Deal gone quiet

TriggerDeal stale 7+ days

ActionCreate task for owner

ActionDraft follow-up email

ActionNotify rep if no reply in 48h

New form submission

TriggerForm submitted

ConditionScore ≥ threshold?

ActionCreate contact + tag "Hot Lead"

ActionNotify rep & suggest a meeting time

Invoice overdue

TriggerInvoice overdue

ActionSend reminder email

ConditionStill unpaid after 7 days?

ActionCreate task + alert account owner

Built for how you actually work

Visa Agencies

Application submitted → create checklist → send doc request → notify consultant → set 48hr follow-up. Fully automated.

Real Estate

New listing → match to buyer criteria → send personalized alert → log open → trigger agent follow-up if opened.

SaaS

Trial day 7 → check product usage → if low, send tips email + book success call → if high, send upgrade offer.

Mortgage

Document received → update checklist → notify LO → check if all docs complete → move deal stage automatically.

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