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Cobble

Automations

Let the busywork run itself

Describe what should happen when something changes, and Cobble does it every time. Assign new leads, create follow-up tasks, tell the team on Slack, or call your own systems.

app.cobblecrm.com/fieldstone/automations/welcome-new-leads
An automation builder showing a trigger, conditions and actions
  • Triggers that matter

    Start on a new contact, a property change, a deal moving stage, a form being submitted or a date arriving.

  • Conditions you control

    Only act when the rules you set are true, such as a deal over a certain size in a certain region.

  • Actions that do real work

    Assign an owner (including round-robin), create tasks, update fields, enrol in a sequence, notify people or call a webhook.

  • A clear run history

    See each run, the data it saw and whether each step succeeded.

Know what ran, and when

Every automation keeps a log of what it did and why, so nothing happens in the dark. Pause or edit one whenever you like.

  • Round-robin assignment
  • Enrol in sequences
  • Slack and webhook actions
  • Run history for every automation
app.cobblecrm.com/fieldstone/automations
A list of automations with run counts

Questions

Do I need to code?

No. Automations are built with a visual editor. If you want to call your own systems, there is a webhook action.

Is there a limit?

Starter includes 5 active automations, Growth 50, and Scale and Enterprise are unlimited.

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