Event Rules
Automate actions based on what happens in your workspace. When events occur—task completions, messages, data updates—rules automatically label members, send notifications, start workflows, or trigger webhooks.
What Event Rules Do
Event Rules automate your workspace:
- React to events in real-time
- Apply business logic consistently
- Connect features for powerful workflows
- Scale operations without manual work
- No code required
Key Features
Multiple Actions
Chain actions in one rule: label + message + webhook + notify.
Delayed Actions
Schedule actions for later: "24 hours before appointment, send reminder."
Rule Testing
Test rules against sample data before activating.
How It Works
WHEN [Event] → IF [Condition] → THEN [Action]
(trigger) (optional) (execute)
Every rule follows this pattern. Events trigger the rule, optional conditions filter when it runs, actions execute the response.
Events (Triggers)
| Event | Example |
|---|---|
| Task Entered | Member starts "Screening" task |
| Task Exited | Member completes onboarding |
| Data Updated | Contact info collected |
| Message Received | New SMS from member |
| Label Applied | "VIP" tag added |
Actions
| Action | What It Does |
|---|---|
| Apply/Remove Label | Tag members automatically |
| Send SMS/Email | Message members |
| Start Workflow | Begin new assignment |
| Switch Task | Move to different task |
| Send Webhook | POST to external system |
| Notify Staff | Alert team members |
Conditions
Filter with expressions:
member.data.company.size > 100
"vip" in member.labels
datetime.hour >= 9 && datetime.hour < 17
member.collections.patient_visits.count > 0
member.collections.lab_results.latest.data.status == "critical"
Common Patterns
Qualification routing:
WHEN: "Screening" task exited
IF: member.data.score >= 80
THEN: Switch to "Qualified Path"
VIP fast-track:
WHEN: "Support" task entered
IF: "gold" in member.labels
THEN: Switch to "Priority Support"
CRM sync:
WHEN: Data type "Contact" updated
THEN: Send webhook to CRM endpoint
Escalation:
WHEN: Message received
IF: message contains "urgent"
THEN: Apply "Urgent" label + notify staff
Pricing & Limits
Feature availability and limits are determined by your subscription plan. See the pricing page for details.