
Build trigger-based workflows that automatically move deals, send messages, create tasks, and notify your team — without any manual work.
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.
Pick the event that starts the automation — like 'Quote Sent' or 'Deal moved to Site Visit Booked'.
Add steps: send a confirmation email, create a follow-up task, notify your sales rep after 24 hours.
Turn the automation on. Every execution is logged so you can see exactly what ran and when.
Start your free trial today and see how easy it is to use this feature.