Built for Contractors
PLATFORM / WORKFLOW AUTOMATION
AUTOMATIONS
Set It. Forget It. Watch It Run.
Build trigger-based workflows that automatically move deals, send messages, create tasks, and notify your team — without any manual work.
WORKFLOWSTRIGGER-BASED
AVG DEPLOYMENT24-48 HRS
REVENUE ENGINEACCELERATED
01 / THE REVENUE GAP
Three steps to revenue.
01
Choose a trigger
Pick the event that starts the automation — like 'Quote Sent' or 'Deal moved to Site Visit Booked'.
02
Define your actions
Add steps: send a confirmation email, create a follow-up task, notify your sales rep after 24 hours.
03
Activate and monitor
Turn the automation on. Every execution is logged so you can see exactly what ran and when.
02 / Overview
AUTOMATIONS
The best contractors don't work harder — they build systems. Kaching's automation engine lets you define triggers (lead created, deal stage changed, quote sent) and actions (send email, create task, notify rep) so your pipeline runs itself. Build once, run forever.
Trigger on any CRM event: lead, deal, quote, job, invoice
Actions: send email, SMS, create task, move deal stage, notify rep
Multi-step workflows with delays and conditions
Pre-built automation templates for common contractor workflows
Execution history — see every automation that fired and when
Pause or edit automations without losing active runs
Operational Logic / Engine Core
Active Rules: 24 Executing
New Rule Engine
01 / TRIGGER_EVENTNew Lead Captured via Webhook
02 / ACTION_ALPHAAssign to Tech A (Rotation)
02 / ACTION_BETADispatch Auto-SMS Reply
03 / FINALIZE_PROTOCOLLog Execution to Activity Stream
Execution History
> RULE_ID_882: SUCCESS [0.42ms]
> RULE_ID_883: SUCCESS [0.38ms]
03 / OPERATIONAL LOGIC
THE ENGINE CORE
1
Trigger Logic
Event-based starting points for every automation.
2
Action Builder
Visual tools to define what the system should do.
3
Conditional Branching
If/Else logic to handle complex trade workflows.
4
Internal Alerts
System-wide notifications to keep the team synced.
5
Rule Library
Pre-built templates for common contracting workflows.
6
Execution History
Technical logs of every automated rule that fired.
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Operational Logic / Engine Core
Active Rules: 24 Executing
New Rule Engine
01 / TRIGGER_EVENTNew Lead Captured via Webhook
02 / ACTION_ALPHAAssign to Tech A (Rotation)
02 / ACTION_BETADispatch Auto-SMS Reply
03 / FINALIZE_PROTOCOLLog Execution to Activity Stream
Execution History
> RULE_ID_882: SUCCESS [0.42ms]
> RULE_ID_883: SUCCESS [0.38ms]
Start Now
AUTOMATE YOUR BEST WORKFLOWS
See how this feature fits into your workflow.