Automations

Automations that turn engagement signals into action

Create triggers from real product behaviour and send alerts, update CRM fields, sync audiences, or kick off workflows automatically.

Act on what matters the moment it happens.

Automations workflow builder

Why automations matter

Teams miss important changes because lists go stale, CRM fields lag behind usage, and dashboards don't get checked. Automations fix this by turning behaviour—score drops, segment moves, activation stalls—into reliable, real-time actions.

  • No more stale lists
  • Instant alerts when behaviour changes
  • Consistent, proactive workflows
  • Built on real product usage

Key capabilities

  • Behaviour-based triggers

    Create automations powered by real usage — not manual fields or outdated CRM data.

  • Audience sync

    Send behavioural segments into messaging or onboarding tools like Intercom.

  • Multi-condition logic

    Combine score changes, traits, usage, and activation signals to build precise workflows.

Behaviour-based triggers
Audience sync
Multi-condition logic

How it works

01

Choose a trigger

Start automations from any behavioural signal — segment entry or exit, score thresholds, deltas, activation progress, new users, or usage shifts.

02

Define the action

Send alerts, update CRM fields, sync segments, notify channels, or create tasks — powered by your product data.

03

Deliver it where teams work

Send actions to Slack, HubSpot, Salesforce, Intercom, or internal systems via API.

Automations run instantly — no dashboards, no digging, no manual steps.

Integrations & actions

Automations integrate deeply with your GTM stack to keep teams aligned and informed.

Slack

Deliver real-time behavioural alerts directly to the right channels.

Salesforce & HubSpot

Update properties, create tasks, or trigger workflows using engagement and activation data.

Intercom

Sync segments and behavioural attributes to drive journeys, nudges, and messaging.

API & webhooks

Power internal tools or custom workflows with behaviour-driven triggers.

What this unlocks

For customer success

  • Trigger alerts when accounts cool or exit key segments
  • Notify CSMs when champions stop logging in
  • Kick off playbooks for at-risk accounts

For product teams

  • Alert the team to unusual feature usage
  • Flag friction when many users stall on activation
  • Send usage spikes into your messaging tools

For sales & revenue

  • Create tasks when accounts show expansion signals
  • Sync warm segments into CRM for prioritised outreach
  • Trigger follow-ups when usage spikes

For marketing

  • Sync activation or lifecycle segments into campaign tools
  • Trigger nurture journeys based on behaviour
  • Build always-fresh audiences without manual lists

Accoil automations ensure nothing slips through the cracks. Our team finally reacts to real behaviour — not outdated CRM fields.

See how automations work

Discover how automations can turn behavioural signals into playbooks, workflows, and timely action.

  • Trigger actions from real product behaviour
  • Sync segments to your GTM tools
  • Build multi-condition workflows