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Automation

Automation Center

Triggers, conditions and actions — three pieces that let you automate daily work without writing any code.

The things you had to remember now happen on their own.

What gets in the way today

  • Follow-ups get missed because nobody remembered
  • Payment due dates slip past
  • The same message typed out again and again
What's inside

What Automation Center gives you.

Triggers

  • A new lead arrives
  • A booking is confirmed
  • A payment falls due or is received
  • A departure is approaching

Conditions

  • Different handling by lead source
  • Different treatment above a certain value
  • Based on which team member owns it
  • Based on package or destination

Actions

  • Send a message or email automatically
  • Create a task or reminder for staff
  • Move a lead or booking to another status
  • A log of every run — what fired and what did not
How it runs day to day
  1. 01You create a rule
  2. 02The trigger fires (a booking is confirmed, say)
  3. 03The condition is checked
  4. 04The action runs — a message goes out, a task is created
  5. 05The log shows exactly what happened
Who it's for
  • Owners
  • Sales heads
  • Operations

Included in every plan — no feature is held back.

More

The rest of the platform.

Leads ManagementSalesBooking MasterBookingsFinancial AccountingFinanceTrips & OperationsOperationsAI Copilot HubAIKnowledge CenterKnowledgeAudit & ComplianceAuditWhatsApp AgentIntegrationsMeta Ads CenterMarketing
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See it running.

A fifteen-minute live demo, walked through with your own packages and leads.

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