> ## Documentation Index
> Fetch the complete documentation index at: https://docs.apyconnect.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Automations

> Flows that react to what happens to your contacts, companies, deals, tickets, tasks and conversations.

An **automation** is triggered by a CRM or service event (not by an incoming message, which is what [bots](https://docs.apyconnect.io/en/automatizacion/bots.md) do) and runs steps on that record.

You'll find them in **Automation → Automations**.

## Which records

Contact, Company, Deal, Ticket, Task, Conversation and your [custom objects](https://docs.apyconnect.io/en/crm/objetos-personalizados.md).

## Triggers

| Record | Examples |
| - | - |
| Contact | Contact created, Tag added or removed, Enters a segment, Field changed, Inactive contact (X days without writing) |
| Deal | Deal created, Stage changed, Won, Lost, Stalled (X days in the same stage), Close date approaching, Close date overdue |
| Ticket | Ticket created, Status changed, Customer replies, Agent replies, SLA at risk, SLA breached, Rating received |
| Task | Task created, Completed, Overdue |
| Conversation | Conversation closed, Customer without reply |
| Any | **Manual only**: never fires on its own; you run it from a record or in bulk from a list |

## Steps

On top of the contact and CRM steps bots have (tags, fields, notes, owner, create ticket, deal or task, notify the team, call an external system and the AI steps), automations add:

* **Update ticket**: status, priority or owner.
* **Add to segment** and **Remove from segment** (static segments).
* **Wait until a date** on the record, with days before or after.
* **Start another automation** with the same record.

## Run manually

From a record, or selecting several in a list, **Run automation** enrolls them in a published automation. Records already in it aren't duplicated.

## Versions

Like bots, every publish saves a version you can roll back to.


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