Sales pipeline automation that keeps the deal moving without a chase.
Sales pipeline automation fires the next step the second a trigger lands: a new deal lands in the right stage with the right owner, a stage transition opens the right next-action tasks, a stuck deal fires an escalation to the manager. Strkr ships the flows engine inside the paid tier with triggers on every pipeline event, 40-plus pre-built actions, and the compliance-grade audit log.
A sales pipeline automation engine is only useful when the triggers match the real pipeline events. The nine triggers below are what Strkr ships out of the box, each one tied to a motion step. Every trigger carries conditions, action chains, and audit logging. Flows wired on the pipeline keep the deal moving without a chase, which is the measurement that matters.
Deal created
Fires when a new opportunity lands.
A new deal lands in the pipeline. The create trigger runs assignment rules (round-robin by segment, weighted by territory, specific by product), creates the first-touch task, sends the welcome email, and routes the deal to the right stage based on initial-score logic. The AE opens the day with a working queue, not a cold list.
Stage transition
Fires when a deal moves forward or backward.
A deal moves from Qualified to Evaluation. The transition trigger opens the right next-action tasks (demo scheduling, security questionnaire pull, procurement intro), notifies the sales engineer, updates the forecast weight, and logs the duration in the previous stage for cycle-time analytics.
Deal stale
Fires when activity drops below threshold.
A deal in Negotiation has no email, call, or meeting in the trailing 14 days. The stale trigger fires a coaching flag to the manager, a reminder task to the AE, and widens the Strkr AI confidence band on the deal. The pattern keeps dormant deals from quietly polluting the forecast.
Amount changed
Fires when deal amount updates.
An AE updates the deal amount by more than a configurable threshold (typically 20 percent). The trigger fires a notification to the manager, creates an approval task if the new amount crosses a discount band, and logs the change on the deal timeline. The pattern catches pricing drift before it hits the forecast.
Close date slipped
Fires when close moves to a later period.
An AE pushes the close date from the current quarter to the next. The slip trigger notifies the manager, creates an exit-interview task for the deal review, surfaces the deal on the risk flag list, and updates the forecast coverage number for the current period. The pattern makes slippage visible.
Deal won
Fires when a deal closes.
A deal closes-won. The win trigger kicks off onboarding (handoff to CSM, welcome email to the customer, provisioning task to ops), updates the forecast attainment, updates the leaderboard, and feeds the Strkr AI model with the closed outcome. The handoff happens without a Slack chase.
Deal lost
Fires when a deal closes-lost.
A deal closes-lost. The loss trigger prompts the AE for the loss reason, logs the competitor, routes a win-back task to the marketing team on a 90-day fuse, updates the win rate per segment, and feeds the Strkr AI model with the lost outcome. The loss reason becomes a motion-improvement signal.
Deal re-opened
Fires when a lost deal returns.
A closed-lost deal re-opens. The re-open trigger notifies the original AE, pulls the previous loss reason to the deal timeline, assigns the right owner based on new engagement, and logs the re-engagement for competitive-intel tracking. Previous context travels forward.
Scheduled daily
Fires on a schedule, not an event.
Scheduled flows run on a daily, weekly, or monthly cadence: Monday morning hygiene scan, Friday afternoon stale-deal sweep, end-of-month commission snapshot, quarter-end variance report distribution. The scheduled triggers run the rhythms the team already runs, without a human having to remember.
What the automation does
Eight action categories that compose into the real flows.
The triggers above are only useful when the action set is deep enough to run the motion. The eight categories below are what Strkr ships inside the flows engine, with 40-plus pre-built actions and the ability to compose custom actions through the API. Each action logs for compliance and each one travels in the deal timeline so the audit trail is complete.
Assign and route
Owner, team, territory, product.
Assignment actions set the deal owner by round-robin inside a team, weighted assignment by territory, specific routing by product line, or escalation routing by deal size. The right rep gets the deal on the first touch, which eliminates the hand-off friction that kills early-stage momentum.
Create tasks
Next-action tasks with due dates and assignees.
Task actions create the next-action tasks on a trigger: first-touch call for a new deal, discovery deck for a stage transition, procurement intro for a legal-ready deal. Each task carries a due date, an assignee, and a template body. The AE opens the day with a working queue instead of a planning session.
Send email
Templated outreach with merge fields.
Email actions send a templated message with merge fields on the deal, account, and contact: welcome email on deal-create, follow-up on stage transition, win-back on deal-lost, re-engagement on dormancy. Each send logs on the deal timeline and feeds the Strkr AI signal composition.
Update records
Field updates on deal, account, contact.
Field update actions change deal, account, or contact fields on a trigger: stage weight on transition, forecast category on amount change, health score on activity threshold, segment tag on new product match. The automation keeps the data current without an AE having to click into the record.
Notify humans
Slack, email, in-app alerts.
Notification actions ping the right human: Slack to the manager on a staled deal, email to the CSM on a renewal risk, in-app alert to the sales engineer on a Qual-to-Eval transition. The notifications are rate-limited and deduplicated so the team is not spammed into ignoring them.
Call API
External system updates on triggers.
API-call actions post to external systems: provisioning on deal-won, invoice generation on contract-signed, support-tool account creation on handoff. The flows engine is the orchestration layer across the stack, which keeps the sales motion from drifting from the ops reality.
Approval chain
Routed approval with escalation.
Approval actions route a request to the right approver chain: discount approval above a band, non-standard terms approval to legal, custom pricing to the pricing committee. Each step carries a timeout; a request stalled past the timeout escalates to the next level. The chain logs for compliance.
Branch and condition
If-then chains for complex motions.
Branching actions let flows take different paths based on deal attributes: if the deal is enterprise and the amount is above 100K, route to the strategic AE; else route to mid-market. The branching keeps a single flow handling the whole motion instead of a tangle of per-segment duplicates.
The twelve starter flows
Pre-built automations that cover the common motion.
The 12 starter flows below are pre-built automations that ship on day one, each covering a pipeline motion the mid-market revenue team already runs. The ops lead clones a starter, swaps in the local team and segment, and ships the automation in minutes. Each flow logs every fire, every outcome, and every suppressed duplicate for compliance. The library grows per release.
Round-robin assignment
New deals land on the right rep.
On deal-create, assign the owner using round-robin inside the team filtered by segment and territory. Weighted assignment supports differential loads (senior reps get a higher weight on enterprise). The flow logs the assignment for audit and the AE gets the deal in the inbox within the minute.
First-touch cadence
The welcome sequence starts automatically.
On deal-create, add the deal to the right first-touch sequence based on segment and product. The sequence runs the first-call outreach cadence (email, call, email, LinkedIn) over seven business days. The AE focuses on the live meetings while the automation keeps the top of the queue moving.
Stage-progression tasks
Next-action tasks fire on transition.
On stage transition, open the right next-action tasks: discovery deck for Qualified, security questionnaire pull for Evaluation, procurement intro for Negotiation, mutual close plan for Legal. The task template body carries the SOP so a new rep onboards from the flow.
Stale-deal escalation
Dormant deals surface before they slip.
On no-activity-in-14-days, fire a coaching flag to the manager and a reminder task to the AE. The flag names the deal, the owner, and the last activity date. The pattern catches dormancy before it hits the forecast call as a surprise slip.
Discount approval
Over-threshold discounts route automatically.
On deal-amount decrease above a configurable threshold (typically 15 percent off list), route to the approval chain: manager first, VP second, pricing committee third. Each step carries a timeout. Approved discounts update the deal; rejected ones trigger an AE task to revise.
Won-deal handoff
Won deals route to CSM onboarding.
On deal-won, create the customer record, assign the CSM by segment, kick off the onboarding sequence, send the welcome email to the primary contact, and update the forecast attainment. The handoff happens without a Slack chase, which is where handoff friction usually lives.
Lost-deal win-back
Lost deals route to a 90-day fuse.
On deal-lost, prompt the AE for the loss reason and competitor, log both on the deal timeline, and schedule a marketing win-back task for 90 days out. The win-back cadence runs the right outreach based on the loss reason. Lost deals become competitive intel instead of losing the context.
Forecast refresh
The forecast updates on pipeline change.
On any pipeline change (amount, stage, close date, owner), refresh the forecast weight, the Strkr AI probability score, the confidence band, and the risk flag list. The forecast reflects the live pipeline on every open instead of a Friday snapshot that drifted by Monday.
Monday hygiene scan
Scheduled flow catches missing fields.
On Monday morning, scan the pipeline for deals with missing close dates, missing amount, missing owner, or dormant activity. Create a hygiene task per red cell assigned to the owner, with a Monday afternoon due date. The AE clears hygiene before the forecast call reads the pipeline.
Quota alert
Reps get alerted at pace thresholds.
On the Monday morning scheduled run, calculate pro-rated attainment per rep and alert reps below pace with a gap and the three highest-probability deals that could close the gap. The alert is actionable, not shaming, which keeps the rep working the right deals.
Renewal risk
CSMs get flagged on usage drops.
On usage-drop threshold (typically 30 percent decline over trailing 60 days), fire a renewal risk flag to the CSM, create an outreach task, and surface the account on the retention dashboard. The pattern catches churn signals two to three months before renewal, which is when intervention still works.
Signal correlation refresh
The AI model learns from closed outcomes.
On deal-won or deal-lost, feed the closed outcome to the Strkr AI signal composition. The model updates the correlation between specific activities, engagement patterns, and outcomes. Over four quarters, the forecast tightens as the model learns from the actual close pattern.
How teams run automation
Four weekly rhythms the pipeline automation supports.
The automation engine is a tool, not a diorama. The four rhythms below are how a mid-market revenue org runs the week on top of Strkr pipeline automation. Each rhythm fires flows that compound the signal cycle over cycle. The pattern repeats because the rhythm matches how disciplined revenue orgs already run their motion. The audit log tracks every flow fire for compliance.
Monday automation audit
RevOps reviews flow fires from the weekend.
The RevOps lead opens the flows audit view every Monday: how many flows fired over the weekend, which fired on new deals, which suppressed duplicates, which errored. The audit catches broken flows before the forecast call reads a pipeline that automation half-touched.
Tuesday deal review
Stale-deal escalations drive the agenda.
The sales manager opens the Tuesday deal review with the stale-deal escalations fired by the automation over the trailing week. The deals that lost activity, the reps who let them lose activity, and the risk flags surface the Tuesday agenda without a manual search.
Thursday approval sweep
Pending approvals route before Friday.
The approval chain reports pending approvals every Thursday morning. The ops lead reviews pending discounts, non-standard terms, and custom pricing. Approvals clear before Friday so the deals close in the current quarter instead of slipping on a procurement delay.
Monthly flow review
RevOps retires flows that no longer fire.
The RevOps lead reviews the full flows library monthly. Flows that have not fired in 60 days get a review: either the motion changed and the flow is retired, or the trigger condition is wrong and the flow is updated. The library stays current, which keeps the automation engine from accumulating dead flows.
Full sales pipeline automation on every paid tier.
Nine trigger types, eight action categories, 40-plus pre-built actions, 12 starter flows, scheduled flow support, approval chains, and the compliance-grade audit log. All inside the paid tier at the pricing shown on the pricing page. API-call actions and branching land on Pro.
Sales pipeline automation is the engine that fires the next step the second a trigger lands on the pipeline. A new deal lands and the automation runs assignment, creates the first-touch task, sends the welcome email, and routes the deal to the right stage. A stage transition fires the right next-action tasks, updates the forecast weight, and notifies the sales engineer. A deal goes stale and the automation fires a coaching flag to the manager. Strkr ships the flows engine with nine trigger types, eight action categories, 40-plus pre-built actions, 12 starter flows, approval chains, and the compliance-grade audit log, all inside the paid tier at the pricing shown on the pricing page.
What should I automate on my sales pipeline?
The 12 starter flows that cover the common mid-market motion: round-robin assignment (new deals land on the right rep), first-touch cadence (welcome sequence runs automatically), stage-progression tasks (next-action tasks on transition), stale-deal escalation (dormant deals surface before they slip), discount approval (over-threshold discounts route automatically), won-deal handoff (CSM onboarding kicks off), lost-deal win-back (90-day fuse on competitive intel), forecast refresh (updates on pipeline change), Monday hygiene scan (catches missing fields), quota alert (actionable pace flag), renewal risk (usage-drop early warning), and signal correlation refresh (AI model learns from closed outcomes). Each starter clones in three clicks and the ops lead swaps in the local team and segment.
What triggers can I use for sales pipeline automation?
Strkr ships nine trigger types on day one. Deal created: a new opportunity lands. Stage transition: a deal moves forward or backward. Deal stale: activity drops below a configurable threshold (typically 14 days without an email, call, or meeting). Amount changed: deal amount updates by more than a configurable threshold (typically 20 percent). Close date slipped: close moves to a later period. Deal won: a deal closes-won. Deal lost: a deal closes-lost with a loss reason. Deal re-opened: a closed-lost deal returns. Scheduled: a flow runs on a daily, weekly, or monthly cadence. Each trigger carries conditions, action chains, and audit logging. Custom triggers compose through the API for motion-specific events the standard set does not cover.
How does the sales pipeline automation handle approvals?
Approval actions route a request to a configurable chain of approvers with timeouts and escalation. The common pattern: a discount above 15 percent routes to the manager first (two-business-day timeout), then the VP (two-business-day timeout), then the pricing committee. Each step logs on the deal timeline with the approver, the timestamp, and the decision. A request stalled past the timeout escalates to the next level automatically so the deal does not sit while the approver is on PTO. Approved requests update the deal and fire the downstream automation. Rejected requests trigger an AE task to revise. The approval chain logs for SOC 2 Type II (in progress 2026-Q4) and HIPAA audit requirements.
Can sales pipeline automation integrate with Slack and email?
Yes. The notification action set includes Slack, email, in-app alerts, and the mobile push channel. The common pattern: Slack to the manager on a staled deal, email to the CSM on a renewal risk, in-app alert to the sales engineer on a Qual-to-Eval transition, mobile push to the AE on a priority inbound reply. All notifications are rate-limited and deduplicated so the team is not spammed into ignoring them. The Slack integration posts into the channel or the direct message based on the recipient and the deal context. The email action supports templated messages with merge fields on the deal, account, and contact. Both channels log on the deal timeline for audit.
How does Strkr compare to other sales pipeline automation tools?
Dedicated sales automation tools (Outreach, SalesLoft, Groove) ship deep sequencing capability but run on CRM data through a connector with their own license. The automation sits on a snapshot of the CRM, which lags the live record, and the ops lead maintains two automation engines (CRM flows plus sequencer flows). Native Salesforce Flow or HubSpot Workflows ship inside the CRM but trail Strkr on the pre-built action library depth, the forecast refresh integration, and the Strkr AI signal correlation. Strkr runs the flows engine on the live pipeline inside the CRM at the pricing shown on the pricing page, with no automation SKU and no connector lag. For teams that want the forecast, the record, and the automation on one data model, Strkr is the direct alternative.
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