Automation
CRM workflow automation software that runs the busywork for you
Build no-code rules across your whole CRM, connect the tools you already work in, and extend everything with a clean API and signed webhooks.
CRM workflow automation software lets you turn repetitive CRM tasks into rules that run themselves. In KudosCRM, you pick a trigger, add conditions, and choose actions, so records route, update, and notify the moment something changes, without an analyst or a line of code.
Automation in KudosCRM spans three live pieces that work on the same spine. Workflows handle the "when this happens, do that" logic across sales, growth, support, and finance. Integrations connect Slack, Gmail, and Outlook over OAuth so data flows where your team already works. And the API and webhooks open your CRM data up so you can build the integrations your stack actually needs.
Everything is no-code first and developer-ready when you need it: build a workflow in plain language, connect an app in a few clicks, or call a REST endpoint and subscribe to signed events for anything custom.
What you can do
Built to move work forward.
No-code workflows
Pick a trigger, add conditions, branch if you need to, and choose actions: create a task, send an email, assign an owner, move a stage, update a field, add a tag, post to Slack, or call an outbound webhook. Add waits and turn it on with a click.
One engine, every module
Triggers fire across sales, growth, support, and finance on the same spine, so a single form submit can route a lead, create a task, and notify a rep in one flow.
Ready-made templates and a visual builder
Start from templates for common plays, or lay out trigger, conditions, branches, and actions as a chain you can read at a glance. No DSL, no YAML to hand-write.
Native integrations over OAuth
Connect Slack, Gmail, and Outlook in a few clicks with secure OAuth, no API keys to paste. Authorize once, choose what flows in, and manage or revoke access anytime.
A REST API you can build on
Read and write contacts, deals, and custom objects through clean REST routes with consistent JSON in and JSON out. Create API credentials per account and page through your data.
Signed webhooks with retries
Subscribe to events like a new contact, a deal stage change, or a form submission. Every payload is HMAC-signed so your receiver can verify it, and retries keep delivery reliable.
In this hub
The features inside Automation.
FAQ
Frequently asked
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