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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.

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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