Automation Control Panel
Legal Leadz AI
0 active|0 total
Available Triggers
- New Contact in HubSpot
- Contact Updated in HubSpot
- New Deal in HubSpot
- Deal Stage Changed in HubSpot
- New Ticket in HubSpot
- Form Submission in HubSpot
- New Email Received (Gmail)
- Email Labeled (Gmail)
- New QBO Invoice Created
- New QBO Payment Received
- New QBO Customer Created
- Scheduled
- Webhook (Incoming Data)
Available Actions
- Send Gmail Email
- Create Gmail Draft
- Reply to Gmail Thread
- Add Gmail Label
- Create HubSpot Contact
- Update HubSpot Contact
- Create HubSpot Deal
- Update HubSpot Deal
- Create HubSpot Ticket
- Add Contact to HubSpot List
- Add Contact to HubSpot Workflow
- Create HubSpot Engagement (Note/Task)
- Create QuickBooks Invoice
- Create QuickBooks Customer
- Create QuickBooks Payment
- Create QuickBooks Expense
- Send QuickBooks Invoice
- Send Slack Message
- Send Telegram Alert
- Run Custom Script
How It Works
- 1Create an automation by picking a trigger and action
- 2Add details about when it should fire and what it should do
- 3Toggle it to Active — the AI agent picks it up and runs it automatically
- 4Check the "Last Run" column to see when it last executed