Trigger: Lead score field changes
Condition: Score >= 80
Actions:
  1. Set status to "Qualified"
  2. Assign to Sales Rep (round-robin)
  3. Create task: "Initial outreach within 24h"
  4. Send Slack notification to #sales

Trigger: Stage field changes
Condition: Stage equals "Negotiation"
Actions:
  1. Send email to deal owner with checklist
  2. Notify sales manager via Slack
  3. Create task: "Prepare contract"

Trigger: Scheduled, daily at 9am
Condition: Stage not "Won" or "Lost", Last activity > 14 days
Actions:
  1. Send email reminder to deal owner
  2. Add tag "Needs attention"

Trigger: Customer status changes to "Active"
Actions:
  1. Send welcome email (Day 0)
  2. Create onboarding tasks for CS team
  3. Schedule follow-up: Send tips email (Day 3)
  4. Schedule follow-up: Check-in call task (Day 7)

Trigger: Health score drops below 50
Actions:
  1. Assign to Customer Success Manager
  2. Create urgent task: "Review account health"
  3. Send alert to #cs-alerts Slack channel
  4. Schedule check-in call

Trigger: Date-based, 90 days before Contract End Date
Actions:
  1. Create task: "Begin renewal conversation"
  2. Send email to account owner
  3. Update status to "Renewal Pending"

Trigger: Support ticket created
Condition: Priority equals "Urgent"
Actions:
  1. Assign to Senior Support team
  2. Send Slack alert to #support-urgent
  3. Send acknowledgment email to customer

Trigger: Date-based, 4 hours after Created Date
Condition: Status still equals "Open"
Actions:
  1. Escalate to Team Lead
  2. Add tag "SLA Warning"
  3. Send notification to ticket owner

Trigger: Status changes to "Resolved"
Actions:
  1. Wait 24 hours
  2. Send satisfaction survey email
  3. Create task: "Review feedback if negative"

Trigger: Lead created
Condition: Source field is empty
Actions:
  1. Set source based on UTM parameters
  2. Add campaign tags
  3. Assign to appropriate nurture sequence

Trigger: Tag "Webinar Attendee" added
Actions:
  1. Send thank you email with recording
  2. Wait 2 days
  3. Send related content email
  4. Create task: "Personal follow-up if engaged"

Trigger: Task created
Condition: Assignee is empty
Actions:
  1. Assign via round-robin to available team members
  2. Send notification to assignee
  3. Set due date to 3 business days

Trigger: Field "Needs Approval" set to true
Actions:
  1. Set status to "Pending Approval"
  2. Send approval request email to manager
  3. Create task for manager: "Review and approve"

Trigger: Scheduled, weekly on Sunday
Condition: Last activity > 1 year, Status is "Inactive"
Actions:
  1. Add tag "Archive Candidate"
  2. Send summary report to admin