Automations

Flows that run on their own — from trigger to payment

Build visual automations that react to CRM events, incoming messages, webhooks and pipeline stage changes.

  • Up to 20 automation flows on the standard plan
  • Triggers by account, pipeline, message or webhook
  • Follow-up and re-engagement sequences
  • Integration with payments, CRM and external systems

Automation connected to CRM and channels

Unlike isolated tools, xbot automations operate on real deals, contacts and conversations — with always-consistent data.

Scale routines without scaling headcount

Onboarding, billing, lead nurture and operational alerts run in the background while your team focuses on exceptions and strategy.

Frequently asked questions

Do I need a developer to build automations?

Most flows are configured visually. Advanced integrations use webhooks and documented API.

Do automations work with AI agents?

Yes — automations can trigger agents, move stages, send messages and sync data after each interaction.