Automation
Workflow automation for the parts nobody should do by hand
Every business runs on a set of small, repetitive steps that depend on someone remembering. CommTrak’s automation does them for you — across leads, jobs, tickets, projects and workflows.
How it works
Start from a template, or build exactly what you need
Use the automations we ship with CommTrak as they are, adapt one, or build your own from scratch.
Ready-made templates
A library of common automations you can switch on — the things nearly every business ends up needing.
Your own rules
Build custom triggers, conditions and actions around the way your business actually runs, without a developer.
Across all of CommTrak
Automations aren’t locked to one module — they work across leads, jobs, tickets, projects, workflows and inventory.
The point isn’t speed, it’s consistency
Automation gets sold on saving time, and it does. But the bigger win is that the step happens every time — not just when the person who normally does it is in the office and on top of things.
A follow-up that always goes out, a ticket that always gets assigned, a renewal that always gets flagged: that’s the difference between a process you have written down and a process the business actually follows.
Built from what customers asked for
The automation set has been shaped by the same thing that has shaped the rest of CommTrak — customers telling us which repetitive jobs were eating their week.
If there’s something specific your business does over and over, tell us. That’s generally how this list grows.
See automation on your own setup
Book a demo and we’ll show you this running against the way your business actually works.