Automation Triggers and Actions

Save time by handling repetitive tasks with Automations, so you can focus on building relationships instead of managing manual processes.

After installing the Automations extension, you can view, create, and edit automations by navigating to Tools → Automations from the top menu on any Jetpack CRM admin page.

Automation triggers

Automation triggers define when an action should happen. In other words, a trigger is the event that starts the automation.

Default triggers

• New Contact.
• New Quote.
• New Invoice.
• New Transaction.

These allow you to automatically perform actions whenever a new contact, quote, invoice, or transaction is created in your CRM.
For example, you can set up an automation to send a welcome email each time a new contact is added.

Note: Triggers currently activate only for new  records.Updating existing contacts or quotes will not trigger an automation.

Automation Conditions

A condition makes automations more specific by setting rules that must be met before an action runs.

Combining a trigger and a condition gives you precise control over who or what your automation affects.

For example, you could send an email only to new contacts tagged as “VIP” instead of all new contacts.

New contact conditions

When a new contact is added to your CRM, you can automate actions based on their details. Available conditions include:

• Has Status: runs if the contact has the specified status.
• Has Tag: runs if the contact includes one or more of the specified tags.
• Field Contains: runs if the contact’s data in a specific field matches your condition (for example, address, country, or phone area code).

Field Contains example

You can use any contact field, such as name, city, or phone number, to filter automations by content.
For example:

• On new contact, if Country = “UK”, then…
• On new contact, if Country = “India”, then…

This helps you personalize follow-ups and assign contacts to the right team or message flow automatically.

Automation Actions

Actions are what happen after the trigger and condition are met.
You can combine different actions to create fast, coordinated workflows within Jetpack CRM.

Default actions

• Assign to: choose a CRM team member.
• Send email to: cite admin, contact owner, contact, or a custom address.
• Distribute to: a specific CRM role.
• Tag contact: apply a tag to the contact automatically.

Example scenarios

Using the example trigger above, you can create automations such as:

• On new contact, if Country = “UK”, then Assign to “Mike.”
• On new contact, if Country = “UK”, then Send email to the contact about UK events.
• On new contact, if Country = “UK”, then Send email to the Admin.

You can also chain multiple actions. For example:

• If Country = “UK,” assign to “Mike.”
• Then send an email to the contact owner.

This way, the contact is immediately assigned to Mike, and Mike receives a notification email, so he can follow up right away.

Multiple conditions in automation rules

At this time, each automation rule can use only one condition.
For example, you can create a rule for contacts with a specific status or tag, but not both at once.

If you need more advanced combinations, explore Automation Recipes, which offer flexible prebuilt setups for multi-condition workflows.

Although combining multiple conditions isn’t yet supported directly, recipes can often achieve similar results.

Managing automations

You can manage all of your automations through Tools → Automations → View Your Automations.

From this view, you can:

• Reorder automations to set which runs first.
• Enable or disable automations individually.

For example, you might want the “assign to team member” automation to occur before the “send email to contact owner” action so that notifications go to the correct person.

Extensions and automations

Some Jetpack CRM extensions expand automations by adding new triggers and actions.

For instance:

• The Twilio Connect extension adds a Send SMS action.
• The Kit extension adds an Add Kit tag action.

These integrations help you create richer, cross-platform workflows without leaving Jetpack CRM.