Getting started

Introduction to Click to Automate

Understand the core automation model and how triggers, actions, and conditions map to your business workflows.

6 minBeginnerUpdated Apr 2026

Platform model

Click to Automate uses event-driven pipelines. Every workflow starts with a trigger, evaluates logic, and executes one or more actions across integrated tools.

Trigger source captures event data
Logic layer routes by conditions
Action nodes execute with retries

Where automation creates leverage

The highest-impact automations remove repetitive handoffs between marketing, sales, support, and ops.

Form submissions to CRM + email
Lead scoring with enrichment
Ticket routing with SLA tagging

Example trigger payload

json

{
  "event": "lead.form_submitted",
  "source": "website",
  "timestamp": "2026-04-12T10:08:44Z",
  "data": {
    "email": "jane@company.com",
    "company_size": "51-200"
  }
}

Implementation checklist

Define one measurable workflow outcome
Map current manual steps
List systems involved