ENGINEERED_PERFORMANCE_SYSTEM_V4
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.
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REVENUE_ENGINEACCELERATED
WORKFLOWSTRIGGER-BASED
AVG DEPLOYMENT24-48 HRS
PLATFORMVAULT 4.2
01 / 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.
ANATOMY_LEGEND
01
SPEC_ID_01Trigger on any CRM event: lead, deal, quote, job, invoice
02
SPEC_ID_02Actions: send email, SMS, create task, move deal stage, notify rep
03
SPEC_ID_03Multi-step workflows with delays and conditions
04
SPEC_ID_04Pre-built automation templates for common contractor workflows
05
SPEC_ID_05Execution history — see every automation that fired and when
06
SPEC_ID_06Pause or edit automations without losing active runs
VAULT
NODE_AUTOMATION_V4
LOGIC ENGINE
Active // Live Sync
TRIGGERDEAL_STAGE_CHANGE
ID_REC_842T-2m
ACTIONSEND_FOLLOW_UP_V2
ID_EML_901T-2m
DELAYWAIT_FOR_RESPONSE
ID_TMR_101T-24h
ACTIONCREATE_REMINDER
ID_TSK_402T-NEXT
REAL-TIME FLOW: 142 AUTOMATIONS ACTIVE
02 / HOW IT WORKS
THREE STEPS
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.
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AUTOMATE YOUR BEST WORKFLOWS
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