Visual flows that move contacts — without locking you into our email.
Most "automation" tools assume you want to send emails. AuriusCRM doesn't. Build the workflow, then wire it to your own SMTP / SES / Resend / Slack / anything-with-a-webhook. We give you the triggers, conditions, and actions. You pick the messaging stack.
Every flow starts with something happening.
Each trigger is rate-limited per-contact to prevent runaway loops. Test fire any trigger against a sample contact before you flip the flow active.
Form submitted
most commonFire when a contact submits any form — by name, ID, or "any form on this page". Passes the form payload to downstream actions.
payload: email, fields, ip, referrer, timestamp
Tag added / removed
React when a contact is tagged. Useful for "if they get tagged 'churned', start the win-back flow".
conditions: specific tag · any tag · tag pattern
Score threshold reached
"Score reaches 60" fires once per contact when they cross the line. Re-fires only after a reset.
operators: reaches · drops below · changes by ≥
Field changed
Fire when a custom field on a contact is changed. "If 'plan' becomes 'enterprise' → notify CSM."
operators: equals · contains · changes from X to Y
Inbound webhook
Any external system POSTs to your unique webhook URL. Stripe payment, Intercom message, GitHub event — all become trigger sources.
payload: full JSON body · signed for verification
Scheduled / recurring
Daily / weekly / cron-like schedule. "Every Monday 9am: pull contacts with no activity 30d → fire re-engage flow".
resolution: minute-level · timezone-aware
Funnel step completed
Tighter integration with the Funnel Builder. Fire when a contact passes a specific funnel step.
pairs with: tag · score · webhook (most common)
Mutate the contact. Or call your own messaging stack.
Tag · score · update · note · enroll in another flow · branch · delay · webhook. That's the entire action vocabulary. No "send email" action because your email tool stays yours.
Want to send an email? Wire a webhook to Postmark / SES / Resend / Customer.io. AuriusCRM stays out of the deliverability business.
Use the webhook action to call your own email service. We don't manage SPF / DKIM / IP reputation — you already have a tool for that.
Every new flow lands INACTIVE. Activated by you. Never by accident.
AI-generated flow? Inactive. Pasted from a template? Inactive. Edited an active flow? Changes stash as a draft — the live flow keeps running. Three explicit gates before contacts hit production.
1. Build / generate the flow
Drop nodes manually, paste from a template, or describe what you want and let AI Copilot assemble the tree.
- Tree is schema-validated
- Saved as draft v1
- Zero contacts touched
2. Test fire against a sample
Pick any real contact (or a synthetic test contact) and run the flow end-to-end. See exactly which actions would fire.
- Dry-run mode: no DB writes
- Replay against historical contacts
- Each step shows actual vs expected
3. Flip the switch — once
One toggle. The flow becomes active for matching trigger events. Toggle off anytime; in-flight contacts complete or halt — your call.
- Activation logged with actor + timestamp
- Per-flow kill switch
- Edits go back to draft v2 → repeat
Every change tracked. Every change reversible. For 24 hours.
Every node added, removed, edited, or moved lands on a per-flow audit log. Every save is a new version of the tree. One click reverts any change made in the last 24h — by you, a teammate, or the AI Copilot.
Tree validation runs before every save: invalid trees (orphan branches, infinite loops, missing actions) never persist. Validation errors surface inline next to the offending node.
Trigger, branch, act. Inactive until you say so.
Build a flow in the playground at demo.auriuscrm.com. Drag triggers, drop actions, see the tree validate live.