Workflow Automation
Automate repetitive tasks with triggers, actions, and webhooks
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Visual rule builder
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Outbound webhooks
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Circuit breaker
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REST API access
SyncHQ Pro automation engine lets you define rules that automatically execute actions when business events occur. Send notifications when a job is completed, create follow-up tasks when an invoice is paid, or push data to external systems via outbound webhooks.
Why Teams Love This Feature
Trigger-Action Rules
Define automation rules: when X happens (trigger), do Y (action). No coding required.
Outbound Webhooks
Push real-time event data to any external system — Zapier, Make, or your own endpoints.
Overdue Invoice Reminders
Automated daily check for overdue invoices with email reminders and in-app notifications.
Circuit Breaker Protection
Automations calling external services (SMS, email, WhatsApp) are protected by circuit breakers to prevent cascading failures.
Powerful Features Built for Service Management
Automation Rules
Visual rule builder for business workflows.
Event triggers: job_created, job_completed, invoice_paid, etc.
Actions: send email, send SMS, create task, update status
Conditional logic (if/then rules)
Enable/disable rules per workflow
Execution history and logging
Outbound Webhooks
Push events to external systems in real-time.
Configure webhook endpoints (URL + secret)
Select which events trigger webhooks
HMAC signature verification
Retry on failure with backoff
Delivery status tracking
Built-In Automations
Pre-configured automations for common workflows.
Overdue invoice reminder (daily at 6 AM UTC)
Appointment confirmation SMS on booking
Review request email on job completion
Status auto-transitions on payment/assignment
Auto-log interactions to Customer Timeline
REST API & API Keys
Programmatic access for custom integrations.
REST API with API key authentication
API key management in Settings
Rate-limited access per key
Scoped permissions per key
Available on Scale tier
Frequently Asked Questions
What events can trigger automations?
Job created, job completed, job status changed, invoice created, invoice sent, invoice paid, estimate accepted, customer created, booking received, and more. Each event carries contextual data for the action.
Can I connect to Zapier?
Yes. Configure outbound webhooks to send event data to a Zapier webhook URL. This connects SyncHQ Pro to 8,000+ apps via Zapier. Available on Growth tier and above.
What is the circuit breaker?
The circuit breaker pattern protects your automations when external services (SMS, email, WhatsApp, AI) are temporarily unavailable. If a service fails repeatedly, the circuit "opens" and stops sending requests until the service recovers.
Is the REST API available on all plans?
API keys and REST API access are available on the Scale tier. Webhooks are available on Growth and above.
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Ready to Try Workflow Automation?
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