Automations
P0 · MVPOne engine for workflows and approvals, inside each of your apps and across them.
Active automations
62
in your apps and across them
Runs, last 30 days
9,701
across every app
Approvals waiting
18
in suite approval chains
Failed runs
0
in the run log, retry from Runs
OverviewCross-appCreate flowApproval chainsRun log
Automations in your apps
Each app keeps its own rules. Open an app to edit them; they all run on this engine.
ZetCRM
Lead routing, nurture, deal rescue, meeting reminders
14 automations3,168 runsOpen workflows
ZetSales
Quote follow-ups, discount approvals, order confirmations
6 automations412 runsOpen ZetSales
ZetPeople
Onboarding checklists, leave policies, document reminders
9 automations288 runsOpen HR settings
ZetATS
Stage moves, interview reminders, offer approvals
5 automations190 runsOpen ZetATS
ZetChat
Channel rules, welcome messages, alert routing
3 automations1,420 runsOpen ZetChat
ZetPitch
Viewer alerts, link expiry
2 automations58 runsOpen sharing
ZetDoc
Approval flows, signing reminders, renewal alerts
4 automations133 runsOpen approvals
ZetTime
Submit reminders, overtime checks, approval routing
3 automations520 runsOpen approvals
ZetPlan
Clash alerts, shift reminders
2 automations96 runsOpen ZetPlan
ZetField
Auto-dispatch, SLA escalations, job reports, parts reorder
7 automations864 runsOpen dispatch
ZetWork
Overdue nudges, status updates, budget alerts
4 automations342 runsOpen ZetWork
ZetCampaigns
Journeys, welcome series, re-engagement
6 automations2,210 runsOpen ZetCampaigns
Suite flows
Built here. They can start in one app and act in others, with AI steps and approvals.
- Hire to first dayv3SA-01 · When: Offer accepted · last run Yesterday 17:209 runs
- Won deal kickoff AIv5SA-02 · When: Deal won · last run Today 09:1214 runs
- Install after orderv2SA-03 · When: Order confirmed · last run Today 09:4017 runs
- Job feedback loop AIv4SA-04 · When: Job completed · last run 18 min ago212 runs
- SLA rescue AIv2SA-05 · When: Job SLA at risk · last run Today 08:5531 runs
- Overdue task escalation AIv1SA-06 · When: Task overdue · last run 1 h ago46 runs
- Monday digest AIv6SA-07 · When: Schedule · Mon 08:00 · last run Mon 08:0044 runs
Connector rules
Built-in rules between two apps. They appear only when your company has both apps. Field mapping and conflict policy live in Apps & connections.
Deals to quotes & orders
ZetCRM and ZetSales · Two-way
- Won deal creates a draft quote214 runs
- Accepted quote closes the deal as won71 runs
214 runsLast run Today 09:12
Won deals to projects
ZetCRM and ZetWork · One-way
- Deal is won then Create a project from the "Fit-out" template14 runs
14 runsLast run Today 09:12
Orders to projects
ZetSales and ZetWork · Two-way
- Sales order is confirmed then Link the order and budget hours to the project22 runs
22 runsLast run Today 09:15
Orders to field jobs
ZetSales and ZetField · Two-way
- Order needs installation then Create a field job and ask ZetPlan for a technician17 runs
17 runsLast run Today 09:40
Campaign leads & consent
ZetCRM and ZetCampaigns · Two-way
- Contact clicks or fills a form then Create or update the lead and add the campaign as source1,240 runs
- Contact consent changes then Update audience membership and unsubscribe210 runs
1,450 runsLast run 2 min ago
Tasks to timesheets
ZetWork and ZetTime · Two-way
- Task is assigned then Add the task to the assignee's timesheet318 runs
318 runsLast run 4 min ago
Hours to payroll
ZetTime and ZetPeople · One-way
- Timesheet is approved then Send hours to payroll and overtime96 runs
96 runsLast run Today 11:02
Leave to schedules
ZetPeople and ZetPlan · One-way
- Leave is approved then Block the employee's schedule and flag clashes41 runs
41 runsLast run Today 10:31
Technician scheduling
ZetPlan and ZetField · Two-way
- Field jobs are booked into technician schedules63 runs
63 runsLast run Today 09:41
Job hours to timesheets
ZetField and ZetTime · One-way
- Job is completed then Log travel and on-site hours to the timesheet0 runs
0 runsLast run Never
Project staffing
ZetWork and ZetPlan · Two-way
- Project tasks reserve people in the schedule0 runs
0 runsLast run Never
Deal decks
ZetPitch and ZetCRM · Two-way
- Attach decks to deals and accounts58 runs
- AI personalises a deck from deal and account data19 runs
- Viewer activity becomes a buying signal on the deal19 runs
58 runsLast run 20 min ago
Live pricing slides
ZetPitch and ZetSales · One-way
- Pricing slides pull the latest quote lines and totals12 runs
12 runsLast run Today 09:30
Deck reviews
ZetPitch and ZetChat · One-way
- Share decks into a channel0 runs
- Slide comments notify reviewers in ZetChat0 runs
0 runsLast run Never
Proposals & NDAs
ZetDoc and ZetCRM · Two-way
- Create a proposal or NDA from a deal, filled from the deal and account41 runs
- Viewed, signed and declined update the deal timeline and stage14 runs
- Signed documents are filed on the account14 runs
41 runsLast run 12 min ago
Priced proposals & order forms
ZetDoc and ZetSales · Two-way
- Pricing tables pull live quote lines, taxes and totals19 runs
- Signed order form confirms the sales order6 runs
19 runsLast run Today 10:05
SOWs to projects
ZetDoc and ZetWork · One-way
- Signed SOW creates the project with its milestones and budget6 runs
- Change requests on a project generate a SOW amendment2 runs
6 runsLast run Yesterday
HR letters
ZetDoc and ZetPeople · Two-way
- Appointment, experience and relieving letters merge from the employee record23 runs
- Signed letters are filed in the employee documents and portal8 runs
23 runsLast run Today 09:12
Offer letters
ZetDoc and ZetATS · Two-way
- Approved offers generate the offer letter from the offer record9 runs
- Candidate signs in the Applicant portal and the offer is marked accepted3 runs
9 runsLast run Mon 16:40
Deck to proposal
ZetDoc and ZetPitch · One-way
- Turn a deck into a written proposal, or embed a deck link in a proposal0 runs
0 runsLast run Never
Document reviews
ZetDoc and ZetChat · One-way
- Approval requests and comments notify reviewers in ZetChat34 runs
- Signed alerts post to the deal or project channel11 runs
34 runsLast run 1 h ago
Project spaces
ZetChat and ZetWork · Two-way
- Every project gets a space with its team1,380 runs
- Task updates and mentions post to the space460 runs
- Turn a message into a task460 runs
1,380 runsLast run 1 min ago
Deal channels
ZetChat and ZetCRM · One-way
- Big deals get a private deal channel212 runs
- Won/lost and risk alerts post to the sales channel71 runs
212 runsLast run 12 min ago
Job threads
ZetChat and ZetField · Two-way
- Each field job opens a thread with the technician88 runs
- Photos and sign-off post back to the job29 runs
88 runsLast run Today 09:44
Hiring channels
ZetChat and ZetATS · One-way
- Each open job gets a hiring channel with the panel0 runs
- Interview feedback reminders0 runs
0 runsLast run Never
Teams & announcements
ZetChat and ZetPeople · One-way
- Departments become channels automatically6 runs
- New joiners are added and welcomed2 runs
6 runsLast run Mon 10:00
Hire to onboarding
ZetATS and ZetPeople · One-way
- Accepted offer creates the employee and onboarding checklist9 runs
- Headcount requests in ZetPeople open jobs in ZetATS3 runs
9 runsLast run Yesterday 17:20
Interview scheduling
ZetATS and ZetPlan · One-way
- Interview panels are booked around team schedules and leave26 runs
26 runsLast run Today 10:05
Talent nurture
ZetATS and ZetCampaigns · One-way
- Talent pool segments receive job alerts and newsletters0 runs
0 runsLast run Never
No cross-app rules yet
Your apps work on their own. Connect a second app and its rules appear here, using the records you already have. Here is what you would unlock:
- Add Won deal creates a draft quote
- Add Won deal creates a project from a template
- Add Confirmed order links budget hours to the project
- Add Order needing installation creates a field job
- Add Clicks and forms create or update leads
- Add Assigned tasks appear on timesheets
- Add Approved timesheets feed payroll and overtime
- Add Approved leave blocks the schedule and flags clashes
- Add Field jobs are booked into technician schedules
- Add Completed jobs log travel and on-site hours
- Add Project tasks reserve people in the schedule
- Add Attach decks to deals and accounts
- Add Pricing slides pull the latest quote lines and totals
- Add Share decks into a channel
- Add Create a proposal or NDA from a deal, filled from the deal and account
- Add Pricing tables pull live quote lines, taxes and totals
- Add Signed SOW creates the project with its milestones and budget
- Add Appointment, experience and relieving letters merge from the employee record
- Add Approved offers generate the offer letter from the offer record
- Add Turn a deck into a written proposal, or embed a deck link in a proposal
- Add Approval requests and comments notify reviewers in ZetChat
- Add Every project gets a space with its team
- Add Big deals get a private deal channel
- Add Each field job opens a thread with the technician
- Add Each open job gets a hiring channel with the panel
- Add Departments become channels automatically
- Add Accepted offer creates the employee and onboarding checklist
- Add Interview panels are booked around team schedules and leave
- Add Talent pool segments receive job alerts and newsletters
Every plan runs each app's own automations. Building your own cross-app flows is part of Pro and Enterprise.
1 · WhenA trigger from any of your apps, a schedule or a webhook
2 · Only ifOptional conditions on the trigger record
3 · ThenActions in any of your apps, AI steps, approvals and waits
Suite approval chains
Multi-level approvals any app or flow can use. Approvers decide from Home, their inbox or email.
Recent runs
AllFailedWaiting
- Job completedFJ-318 signed off by customer
- Send job reportEmailed with 6 photos
- Wait 2 daysScheduled for Fri 09:58
- Order confirmedSO-2041 · Joshi Pharma
- Create field jobFJ-318 created
- Assign nearest technicianSara Khan · 6 km away
- Notify peopleCustomer and technician notified
- Deal wonD-310 Tech Park
- Create project from templateP-104 created
- Draft a messageWelcome email drafted · 2 AI credits
- Ask for approvalWaiting on Aarav Mehta
- Job SLA at riskFJ-322 · 12 min left
- Decide next stepReassign to Omar · 4 AI credits
- Ask for approvalApproved by supervisor
- Assign nearest technicianOmar Saeed
- Offer acceptedNeha Gupta · Site engineer
- Create employeeE-021 created
- Generate documentTemplate field "grade" is empty
- ScheduleMon 08:00
- SummariseWeek 44 across your apps · 1 AI credit
- Send emailSent to 3 owners
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