What are Automations?
Automations are configurable pipelines that move data between Voxworks and your external systems. Each automation starts with a trigger — an event that kicks off the pipeline — and flows through a sequence of steps that fetch data, create contacts, place calls, sync results, and send notifications.
Automations are standalone entities with their own page, editor, and execution log. They reference Scripts (via a Create Call step or trigger filter) but are not embedded inside Scripts.
When to Use Automations
Automations are the right tool when you need to connect a voice call to something outside of Voxworks:- Inbound CRM triggers — A new lead appears in Monday.com, and you want Voxworks to call them automatically
- Post-call CRM sync — After a call completes, push the summary, structured data, and outcomes back to your CRM
- Notifications — Send an email to the contact after the call, or alert your team via SMS when a call gets a low rating
- Webhook integrations — Receive data from any system via webhook, create a contact, and trigger an outbound call
- Data enrichment — Fetch live CRM data at the moment a call starts so your assistant has up-to-date context
How Automations Work
An automation runs as a pipeline. Steps execute in order — with conditions choosing between branches — and each step can read from and write to a shared context:- Pre-call steps (before Create Call) execute immediately when the trigger fires
- Post-call steps (after Create Call) execute after the call completes and the summary is generated
The Automation Editor
Each automation opens on a visual canvas: the trigger card at the top, each step as a card below it, joined by lines. Conditions branch into side-by-side Then and Otherwise columns, and the lines around a Create Call step are labelled Call started and Call completed so you can see which steps run before and after the call. Add steps with the Add step placeholder or the + on a line, click a card to configure it, and drag a card onto a + to move it. See Steps for the details.Next Steps
- Triggers — Learn about the events that start automations
- Steps — Understand each step type and how to configure them
- Field Mapping & Context — How data flows through the pipeline
- Call-Start Data Sourcing — Fetch live CRM data when a call begins
- Conditions — Branch your pipeline based on call outcomes, ratings, status, or any data field
- Pipeline Guides — Step-by-step walkthroughs for common automation setups
- Execution Log & Monitoring — Track and debug your automation runs
- Example Pipelines — Ready-to-use examples for appointment reminders, lead qualification, payment follow-ups, surveys, and more