Automations

Automations provide workflow automation capabilities powered by Activepieces, allowing you to connect PBX events to external services and automate routine tasks.

Overview

The Automations section enables tenant administrators to create automated workflows (flows) that trigger based on PBX events such as missed calls, new voicemails, or queue activity, and perform actions in external services like CRMs, email, messaging platforms, and more.

Creating Workflows

Workflows are built using a visual editor where you define a trigger event and a sequence of actions. Each action can interact with an external service or perform data transformations.

Available Integrations

Activepieces supports a wide range of connectors including email services, Slack, Microsoft Teams, Google Workspace, HTTP webhooks, and many other third-party applications.

Use Cases

Common automation scenarios include:

• Sending email or chat notifications for missed calls.
• Creating CRM records when new voicemails are received.
• Posting call summaries to a team channel after business hours.
• Triggering webhooks to synchronize data with external systems.

Automations are configured per tenant. Each tenant’s workflows operate independently and have access only to that tenant’s data and events.