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 paid feature. Free plan users can see sample automations to understand what's possible, but creating and running automations requires Pro (up to 5) or Business/Team (unlimited).
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.