Automation & Integration

Configurable automation rules, ready-made recipes, automatic emails per stage, and webhooks to integrate with any system.

Automation Rules

"When X happens, if Y is true, do Z". No code.

Recipes

Ready-made automation templates for the most common scenarios.

Automatic Emails

Send emails automatically when the case changes stage.

Webhooks

Integrate CaseFy with any external system via webhooks.

Email Workflows

Automatic email sequences per stage with delay, stop conditions, and dynamic variables.

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