Automation
Rules that run your process
A tenant-configurable rule engine sitting on the platform's typed event system — trigger on any event, add conditions and take actions like changing status, assigning teams or notifying staff, with full run history and loop protection.
Included
Why it matters
Automate repetitive routing and status changes without scripting
Trigger on any ticket, client, quote or asset event
Debug safely with per-rule toggles and an append-only run history
What's included
Event-driven triggers
Any catalog event — ticket, client, quote, asset, opportunity and more — can start a rule.
Conditions
Up to ten AND-combined checks on the event payload with a clear set of operators.
Safe actions
Change status or priority, assign to a technician or team, notify staff or add an internal note.
Run history & safeguards
Per-rule enable/disable, a re-entry guard against loops and an append-only audit trail.
Playbooks
Dual-view runbooks pairing a draw.io flow diagram with a written procedure, translated into 25 languages.
CSV import wizard
Import companies, contacts, opportunities, quotes and contracts with automatic delimiter detection and field mapping.
Ready to see it in action?
Talk to our team and we'll tailor Xcellerate OPS to how your business works.
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