How automations work: one trigger, one action
Every Ikigai automation is a single rule: a trigger fires, an optional condition filters, and exactly one action runs. Here is the full list of triggers and actions.
Automations
One trigger → one action: build per-stage automations that move deals and send messages for you.
3 articles
The automation board: rules on pipeline stages
Automations live on the stages of your pipeline, laid out like a kanban board. Learn to place, duplicate, pause, and audit them through the runs log.
Variables in automation messages and templates
Personalize automation emails, chat messages, tasks, and notes with double-brace variables like {{contact.firstName}} — here is the full syntax and scope list.