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All guidesMetriCRMAccounts and contacts The 360° customer page Tasks and My work Knowledge base articles Segments, duplicates and merging Custom fields Routing rules Automatic assignment Automations Import and export Customer satisfaction surveys

User Guide › MetriCRM

Automations

When something happens, do something — without code.

For: Admins

Steps

Go to Settings → Automations and select New automation.
Choose a trigger: an event (for example Contact created or Email received) or a schedule.
Add conditions to narrow it down.
Add actions: assign, set a field, create a task, send an email template, call a webhook or run AI.
Save and switch it on. Check the Runs tab for each run, step by step.

Good to know

Customer emails from automations are sent through your own mailbox (MetriMail).

Related guides

Accounts and contactsCreate customer records, link people to companies and assign account managers.
The 360° customer pageEverything about a customer on one page: timeline, notes, tasks and AI summary.
Tasks and My workPlan follow-ups with due dates, reminders and repeats.
Knowledge base articlesWrite answers once, translate them and publish to your team or customers.

Still need help? Contact support

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