Platform-wide workflow automation
Target Release November 2026Earliest target November 13, 2026. Planned release target, subject to confirmation.
Automations365
Your Business Has Rules. Now Core365 Can Run Them.
Create custom workflows that automatically respond to changes in your business. Assign tasks, update records, notify teams, and keep projects moving, all within Core365.
Book a DemoSee How Automations WorkYou Set the Rules. Core365 Handles the Next Step.
Build automated workflows around the records and processes your team already uses. Choose what starts the workflow, decide when it should run, and define what happens next.
1.Choose a Trigger
Start when an account changes status, a service ticket is created, a project phase changes, or another supported event occurs.
2.Set Conditions
Define the information a record must match before the workflow continues.
3.Create Paths
Different records can follow different routes based on their conditions. Set a fallback for anything that doesn't match.
4.Take Action
Create tasks, assign team members, send notifications, update records, and advance project workflows.
Automate the Work That Slows Your Team Down.
Set rules for routine project updates, customer communication, service assignments, and operational follow-ups.
- Automatic task creation and assignment
- Event-driven customer and team notifications
- Record and workflow updates
Automations365 action library1 / 2
Built Around Your Business. Not Someone Else's.
Automations365 works with supported Core365 modules and records, eliminating the need to connect a separate third-party automation system.
- Module-specific triggers
- Conditional paths and fallback rules
- Connected Core365 records
Automations365 conditional paths1 / 2
Know Exactly What Ran. And Why.
Build and validate workflows before publishing. Review execution history and track changes to maintain operational control.
- Draft and publishing controls
- Test runs and validation
- Run history and change logs
Connected Across Core365
Planned for supported modules including Step365, Renewable Energy, and Home Security. Elsa workflows and webhooks remain coming soon.