Automations without the Zapier bill
Trigger, condition, action — the three pieces behind every workflow in Rell, and why they live inside your CRM instead of beside it.
Most teams glue their CRM to a separate automation tool, then pay per task and debug across two products. Rell puts automations where the data already lives: a trigger, optional conditions, and one or more actions.
Triggers
An automation starts when something happens: a record is created, a field changes, a stage is entered, or a schedule fires. Because Rell owns the data model, triggers see the real shape of your objects — no field-mapping gymnastics.
Actions
- Send an email or post to Slack.
- Create a task or a linked record.
- Update a field — including on related records.
- Call a webhook for anything else.
The best automation is the one you never have to leave the product to build.
Start from a template in the library, watch it run live, and pause it with a single toggle. No metered tasks, no second invoice.
Written by the team building Rell — the configurable CRM platform.