Feature · Automation Software

Automation software that spans the whole revenue stack.

Not a separate automation platform wired to your CRM. Strkr Flows catches events from every module, runs conditions, calls actions across every surface, and inserts Strkr AI as a step when a model is needed. Native, auditable, included.

Start free trial See pricing
What automation software means here

A native automation layer, not a glue vendor.

Most teams buy "automation software" as a separate category: a workflow builder that connects over APIs to the CRM, the marketing tool, the messaging platform, and the project tracker. The automation sits between the systems and pays a per-task fee to move data across them. Strkr's Flows runtime is a native layer inside the suite. The automation runs on the same event bus the product uses, writes to the same records the users do, and lives under the same permission and audit layer.

One event bus

Every module publishes to the same stream.

The CRM, Marketing, Messaging, and Projects modules all write events to the same bus: deal stage change, email reply received, SMS inbound, campaign reaching a threshold, Projects issue transitioning. A Flow subscribes to any event and runs on every match. No cross-system polling, no third-party webhook relay, no data lag.

No per-task fees

The automation does not meter.

External automation platforms charge per task, per operation, or per step. The bill grows with the volume. Strkr Flows ships included: unlimited runs, unlimited steps per run, no overage surcharge. The cost shape is transparent per-seat pricing (see /pricing), not a usage curve that spikes on good months.

Native permission model

Flows obey the user's access.

A Flow runs as a user and respects that user's permissions. If the user cannot update a field, the Flow cannot either. Admins can elevate a Flow to a service account with broader access, logged separately on the Flow's detail page. The classic "the automation user has god mode" problem is a product choice, not an inevitability.

Audit on every run

Full trail, immutable, exportable.

Each run writes a record: trigger payload, condition evaluation, actions executed, AI prompts and outputs, errors. The log is queryable in-product and exportable to CSV or Parquet on demand or on a schedule. SOC 2 and ISO auditors have the full automation history without a special export tool.

Admin UI

No-code canvas for the ops lead.

Triggers chosen from a dropdown. Conditions built with form inputs (field, operator, value). Actions from the action library (every writable surface plus every native integration). The canvas shows the branching logic. Dry-run mode tests the Flow against synthetic data before enabling. A sales ops lead can author a Flow in minutes without a developer.

Public API

When the Flow needs to extend further.

Flows can call outbound webhooks (POST to any URL) and the Strkr public API is the write path for inbound. Custom integrations fit on top without changing the Flows surface. The API uses OAuth 2.0 for user-scoped access and API keys with granular permissions for system-scoped access.

What teams automate

The specific workflows that recoup actual time.

The marketing for automation software is heavy on vague "work smarter" claims. The useful question is: which specific workflows does a mid-market revenue team turn on, and how much work do they recover each week? These are the patterns we see most often in production tenants, each shipping as a starter a sales ops lead can enable in minutes.

Lead routing

Form submit to assigned rep in seconds.

A form submit triggers a Flow. The lead is enriched, scored, and matched against routing rules (round-robin by territory, weighted by rep performance, assignment pool by segment). The contact is created, the lead is assigned, the rep is notified. The whole journey takes under 10 seconds versus a human triage queue.

Stage-change actions

Deal transitions fire the right next steps.

Deal moves to Proposal: proposal doc auto-created from template, legal-review cadence enrolled, follow-up task generated, deal desk notified in Slack. Deal moves to Closed Won: onboarding project cloned, commissions ledger written, CS handoff task created, kickoff email drafted. The post-stage hygiene nobody has time for happens on every transition.

Stale-deal nudging

No activity in 10 days gets a draft.

Scheduled Flow runs daily. For every commit deal with no activity in 10+ days, Strkr AI generates a nudge draft, references the last conversation, suggests a specific next step, posts the draft to the rep's review queue. The rep sends 15 nudges in 10 minutes.

Churn-risk escalation

The save motion starts before the exec call.

Flow runs daily on account-health signals. Below threshold: AI drafts save-motion summary, assigns CSM, pings exec sponsor in Slack, opens a Projects issue to track. The exec call lands with the playbook already in motion.

Campaign-triggered sequences

Marketing fires sales motions.

Contact clicks a specific link, downloads a specific asset, or hits a specific engagement threshold. Flow fires: lead score updated, SDR notified, follow-up SMS drafted, task created. Marketing attribution writes to the pipeline automatically, no manual tagging.

Monday leadership digest

7am local, forecast and risk in the inbox.

Scheduled Flow at 7am local Monday. AI rolls up the week's forecast per rep, flags red deals, computes variance against last week, writes a narrative per manager, sends tailored emails. The standup prep is done before the first coffee.

Triggers, conditions, actions

The three primitives, in detail.

Automation software is a simple shape with a lot of surface area. Triggers decide when a Flow runs. Conditions decide which branch runs. Actions decide what happens next. Each primitive in Strkr Flows exposes the useful knobs without demanding engineering expertise.

Event triggers

Any change in any module.

Deal stage change, deal field update, deal created, deal deleted. Contact created, contact field update, contact merged. Email reply received, email bounced. SMS inbound, SMS delivered. Campaign enrolled, campaign unenrolled. Project issue created, transitioned, assigned. Every meaningful change in the suite writes an event; every event can trigger a Flow.

Scheduled triggers

Time-based automation.

Hourly, daily, weekly, monthly, custom cron. The scheduler respects tenant timezone so a 7am Monday Flow lands at 7am local time regardless of where the user sits. Common patterns ship as presets: Monday 7am digest, daily 6am data sync, hourly data refresh. Custom cron handles the exotic cases.

Field conditions

Branch on any value in the payload.

A Flow splits based on field values: territory equals North, amount greater than 100,000, lead score above 80, contact title contains Director. Compound conditions join with AND / OR. Nested conditions supported. The canvas visualization makes complex logic readable.

Time conditions

Business hours, timezone, delay.

A Flow can delay before an action (wait 2 hours, wait until 9am local, wait until Monday). A Flow can gate on business hours (only run during 9-5 local, pause outside). Timezone-aware so a Flow serving a global team lands at the right local time for each recipient.

Standard actions

Every writable surface in the product.

Create / update / delete on any record (contact, deal, account, lead, task, issue, campaign). Send email, send SMS, post Slack. Enroll in cadence, unenroll from cadence. Assign owner, transfer ownership. Change stage, change status. The action library covers every meaningful write in the suite.

Integration actions

Native connectors as callable steps.

Salesforce record update, HubSpot contact sync, Google Calendar event create, Microsoft Teams message post, LinkedIn connection request draft, Zendesk ticket create. Every native integration ships as a callable Flow action with the same shape as a Strkr-internal action. No bridge layer, no external automation vendor.

Governance and reliability

Running automation in production without surprise.

Automation software that occasionally mis-fires on a 10,000-record batch is a quiet disaster. Strkr Flows is built for production: idempotency to prevent double-execution, dead-letter queue for failed runs, concurrency limits to prevent runaway loops, and a dry-run mode so a new Flow is tested before it touches live records.

Idempotency

A Flow retried does not double-execute.

Every Flow run carries an idempotency key. If a transient failure causes a retry, the Flow runtime detects the duplicate and resumes rather than re-starting. The classic "my Flow sent the email twice because of a timeout" bug is prevented at the runtime, not left to the Flow author to handle.

Dead-letter queue

Failed runs land somewhere visible.

When a Flow fails hard (missing credentials, bad schema, upstream outage past retry), the run lands in the dead-letter queue with the full context attached. The admin sees the failed run on the Flows dashboard with the step highlighted. Manual replay once the issue is fixed, no silent drops.

Concurrency limits

A fast-firing Flow does not fan out to infinity.

Each Flow has a configurable concurrency limit (default: 10 concurrent runs). A trigger that fires 1,000 times in a second queues the runs rather than spawning 1,000 parallel executions. Downstream systems (external APIs, email relays) are protected from the fan-out that breaks third-party automation stacks.

Dry-run mode

Test before enabling.

Before a Flow goes live, admins can dry-run it against synthetic data or against a sample of real records. The dry-run shows which conditions evaluated true, which actions would have fired, and any schema violations. The classic "I enabled the Flow and 400 contacts got the wrong email" incident is prevented by actually testing.

Version history

Rollback to any prior Flow version.

Every save of a Flow writes a new version. The admin can diff versions, roll back, or branch. The pattern that works in staging is promoted to production as a version promotion rather than a copy-paste. The classic "someone edited the Flow and nobody can remember what it used to do" problem is a scroll through the version history.

Alerting

Failed runs can wake somebody.

Admins can route failed runs to a Slack channel, an email list, or a webhook to an incident tool. Critical Flows (lead routing, deal transitions, forecast digests) get escalated when they fail; low-priority Flows just land in the DLQ. The alert policy is configurable per Flow.

The suite advantage

Why automation inside the suite beats automation across tools.

An external automation platform connects five systems that each have their own data model, their own permission model, and their own API quirks. The automation author spends their first week learning the glue, not building the workflow. Strkr's Flows runtime sits inside a suite where the CRM, Marketing, Messaging, and Projects modules share a tenant, a user model, a permission layer, and an event bus. The automation is simpler because the systems being automated are already one system.

One tenant

All records share a boundary.

Contacts in the CRM, campaigns in Marketing, messages in Messaging, issues in Projects, all under one tenant. A Flow can reference them without cross-system lookups. The deal's linked campaign, the contact's active cadence, the project tied to the deal, all one hop away rather than a federated query.

One user model

The same user owns records across modules.

A sales rep in the CRM is the same user in Marketing (they own the campaign), in Messaging (they own the SMS thread), and in Projects (they own the implementation issues). A Flow that assigns work does not have to map between four user directories. Hierarchy traversal (manager_id self-reference) applies across all modules.

One permission layer

Access rules are consistent.

The permission model is the same across modules. A rep in a specific territory can see deals in their territory, contacts tied to those deals, campaigns targeting those contacts, and projects for those accounts. Flows respect the permission layer the same way the UI does. No separate permission matrix for the automation tier.

One event bus

Cross-module triggers are first-class.

A deal moving to Closed Won can create a Projects issue. A campaign hitting a threshold can trigger an SMS blast. A project transitioning to Complete can mark a contact as a case-study candidate. Cross-module workflows are the easy case because the event bus is one, not three bridged over webhooks.

One billing surface

No per-tool, per-task, or per-seat stacking.

Strkr charges per-seat for the suite. Flows runs are unlimited. AI steps have per-user caps for cost control, not per-step metering. The bill is predictable at month-end, not a function of how many automations ran. External automation vendors charge per task; the bill scales with the automation count.

One audit log

Compliance has one stop.

Every automation run, every record change, every AI call, every integration event writes to the same audit log. SOC 2 and ISO auditors run their review against a single surface rather than federating five logs. The compliance review that takes a week with a four-tool stack takes an afternoon with a one-tenant suite.

Compared to the alternatives

What a native automation layer replaces.

Automation software is a crowded category. The incumbents are external platforms that connect specialized tools. Strkr's native Flows runtime replaces the stack because every module being automated is already in the same tenant, under the same permission model, writing to the same event bus.

External workflow platforms

Powerful glue, growing cost, extra permission layer.

External automation platforms work. The tradeoff is a per-task bill that grows with your workflow volume, a second permission system to maintain, and a data flow that leaves your tenant on every run. Strkr Flows removes the layer: the automation is native to the suite.

Salesforce Flow

Capable but configuration-heavy.

Salesforce Flow is powerful inside the Salesforce ecosystem. The strength is also the limit: Flow is single-system. Automation that reaches marketing, messaging, or project work needs third-party bridges or a separate Salesforce product (Marketing Cloud, Service Cloud). Strkr's Flows runs across the whole suite because the suite is a single-tenant stack.

HubSpot Workflows

Approachable, gated.

HubSpot Workflows is the best of the big-CRM automation surfaces for a non-engineer. The AI-flavored workflows and the heavier automation volumes land in Enterprise. For a growing team the jump from Pro to Enterprise is a doubling or more in per-seat line to unlock the automation ceiling.

Pipedrive Automations

Simple, limited.

Pipedrive Automations handles the basic patterns (stage change triggers, email templates). Breaks down at the first multi-step branching or AI-in-the-loop requirement. Fine for a very small team; teams that outgrow it typically subscribe to an external automation platform rather than upgrade Pipedrive.

Internal scripts

The quiet incumbent in engineering-heavy teams.

Teams with engineering capacity sometimes build internal automation on top of their CRM API: cron jobs, Lambda functions, scheduled scripts. Works until the author leaves and the next engineer inherits an undocumented stack. The maintenance cost is a hidden FTE allocation. Strkr Flows replaces the ad-hoc scripts with a product surface the next admin can own.

Strkr Flows

Native layer across the suite.

Flows, Strkr AI, every native integration, the full audit log, dry-run mode, version history, dead-letter queue, concurrency limits, idempotency, all shipping on Pro and above with no per-task metering and no automation-tier upsell. The automation surface is part of the product shape, not an add-on.

Flows ships on Pro. Strkr AI ships on Pro. Every integration ships on Pro.

Build your first automation this afternoon. Templates for lead routing, stage-change hygiene, stale-deal nudging, churn escalation, Monday digest, all included.

Start free trial See pricing
Common questions

What buyers ask about this feature.

What is automation software?

Automation software is a layer that executes a sequence of steps automatically when a defined event happens. The usual shape is three primitives: triggers (what starts the sequence), conditions (branching logic), and actions (the work performed). Historically automation software was a separate category: a workflow platform wired to the CRM, the marketing tool, the messaging platform, and the project tracker over APIs. Strkr's approach is to ship the automation runtime native to the suite. Flows catches events from every module, runs conditions, calls actions across every surface, and inserts Strkr AI as a step when a model is needed in the loop.

How is Strkr Flows different from an external automation platform?

An external automation platform sits between the systems it automates. The data leaves your CRM, travels to the vendor, triggers the workflow, and comes back as a write. The platform charges per task or per step, maintains its own permission model, and introduces a second audit log the compliance team has to review. Strkr Flows is native to the suite. The automation runs on the same event bus the product uses, writes to the same records the users do, respects the same permission layer, and writes to the same audit log. The cost is included in the per-seat price with no task metering.

Do I need engineering to configure Flows?

No. Flows is a no-code admin surface. Triggers are chosen from a dropdown of events across every module. Conditions are built with form inputs. Actions are chosen from the action library (every writable surface plus every native integration). The canvas shows the branching logic visually. Dry-run mode tests a Flow against synthetic data before enabling it. A sales ops or revenue ops lead can author useful Flows in minutes. Teams that want to extend further can use outbound webhooks or the public API.

What happens when a Flow fails?

Transient failures (rate limits, timeouts, 5xx responses) retry with exponential backoff. Hard failures (missing credentials, bad schema, condition violation) raise an error that lands in the dead-letter queue with the full context attached. The admin sees the failed run on the Flows dashboard with the failing step highlighted, the error class, and the input. Alerting is configurable: failed runs can route to a Slack channel, an email list, or a webhook to an incident tool. Manual replay is available from the dead-letter queue once the underlying issue is fixed. Nothing fails silently.

Can automation write to Salesforce, HubSpot, or Google?

Yes. Every native integration (Salesforce, HubSpot, Google Workspace, Microsoft 365, Slack, LinkedIn, Zendesk) is wired to the Flows runtime as a callable action. A Flow in Strkr can trigger on a Strkr event and write to an integrated system, or trigger on an inbound webhook from an integrated system and write back. The integration is first-class native code with webhooks and KMS-encrypted credentials; Strkr does not route automation through a third-party middleman.

Is there a per-task or per-step fee?

No. Flows runs are unlimited at the Pro tier and above. There is no per-task bill, no per-step surcharge, and no monthly operation cap. AI steps have per-user daily caps for cost control (configurable by admins to prevent runaway loops), but those are safeguards, not metering. The cost shape is predictable per-seat pricing (see /pricing), not a usage curve that spikes on busy months. External automation vendors meter by task; Strkr Flows does not.

Related features

Pair this with...

Workflow Automation Process Automation No-Code Automation Business Process Automation Sales Automation Marketing Automation

Try it free. Bring your team next week.

No sales call, no migration consultant, no four-month implementation. Enter your card, get 14 days of the full Pro tier, cancel any time before day 14 with zero charge. Spin up a workspace, import your CSV, and have something useful before lunch.

Start free trial See pricing