Automations
ProAutomations let you build if-this-then-that workflows that run automatically when contacts hit certain triggers — stage changes, tag additions, and more.
Overview
An automation consists of a **trigger** (when something happens) and one or more **actions** (what to do). RadiusOS evaluates triggers in real time — when a contact moves stages, gets tagged, or meets your criteria, the automation fires immediately.
Automations are a Pro feature. Free plan users can see sample automations to understand what's possible, but creating and running automations requires Pro or Team.
Creating an automation
Go to Automations in the sidebar
Click + New Automation to open the automation editor.
Choose a trigger
Select what starts the automation. Options include: Stage Change (when a contact moves to a specific stage) and Tag Added (when a specific tag is applied to a contact).
Add actions
Define what happens when the trigger fires. Available actions: Create Task (with title, due date offset, and optional assignee), Send Email (using an email template with merge fields), Move to Stage (advance the contact to a different pipeline stage), and Wait (pause for a specified number of days before the next action).
Name and activate
Give your automation a descriptive name, toggle it to Active, and save. It starts evaluating immediately.
Trigger types
| Trigger | Fires when | Conditions |
|---|---|---|
| Stage Change | Contact moves to a stage | From stage, to stage (or any) |
| Tag Added | A tag is applied to a contact | Specific tag name |
Action types
| Action | What it does | Configuration |
|---|---|---|
| Create Task | Adds a task linked to the contact | Title, due date offset (days) |
| Send Email | Sends an email via Gmail using a template | Template selection, merge fields auto-filled |
| Move to Stage | Changes the contact's pipeline stage | Target stage |
| Wait | Pauses the automation for N days | Number of days |
Example automations
**Auto-create follow-up task on qualification**
Trigger: Stage changes to "Qualified"
Action: Create task "Send proposal" due in 2 days
**Welcome email on new contact**
Trigger: Tag "new-lead" added
Action: Send email using "Cold Outreach" template
**Re-engage stale leads**
Trigger: Stage changes to "Stale"
Actions: Wait 7 days → Create task "Re-engage check-in"
Managing automations
From the Automations list you can:
- Toggle any automation on/off without deleting it
- Edit triggers and actions at any time
- Delete automations you no longer need
Automations run independently — disabling one doesn't affect others.