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