DocsAutomations
Automations
Trigger webhooks, emails, Slack messages, and more on lead events.
What are Automations?
Automations are actions that fire automatically when a lead event occurs. They run in the background and never block the lead distribution flow.
Trigger Events
- lead.created — fires when a new lead is ingested.
- lead.accepted — fires when a lead is matched to a buyer.
- lead.rejected — fires when a lead fails inbound filters.
- lead.returned — fires when a buyer returns a lead.
- lead.unmatched — fires when no buyer is available for a lead.
Action Types
| Action | What It Does |
|---|---|
| Webhook | Sends a POST request with lead data to any URL. |
| Sends an email notification with lead details. | |
| Slack | Posts a message to a Slack channel via webhook. |
| Google Sheet | Appends a row to a connected Google Sheet. |
Conditions
Add conditions to automations so they only fire when specific criteria are met — for example, only send a Slack notification when a lead from California is accepted.
Use the AI Assistant to set up automations conversationally — just say "Set up a Slack notification when a lead is accepted" and it will handle the configuration.
If you have any questions, send us an email at support@leaddistro.ai