PULSE Academy / Workflow Automation

Automation demonstration

Rules inside PULSE and actions in other apps.

Advanced · 7 minutes · Guided walkthrough

You'll learn to

• Automate a hand-off across tools

A walkthrough of automations and integrations.

Steps

1. Build a rule: When a ticket is created with Urgent priority, notify the queue lead.
2. Reach outside PULSE: Add an action that posts to your Slack or Teams channel.
3. Call your systems: Create an API key and a webhook, and send a test delivery.
4. Use a connector: Connect Zapier, Make or n8n with the API key and trigger on a new deal.

Related

• Automation rules
• Automations that act in other apps
• Create a business automation