Automations

Automate your cold outreach from start to finish

MunchReach Automations trigger actions, follow-ups and multi-step workflows automatically from your campaign, lead and inbox activity — so replies get handled, CRM records stay accurate and nobody chases updates by hand.

Automations workspace

Workflows that run on your real outreach data

Triggers, conditions, actions and run history — the same objects the MunchReach Automations engine executes.

Automation — Positive reply handler
Status
LiveActive
Trigger
Unified Inbox
Positive reply detected
Condition
Reply sentiment
is positive
Action 1
Stop campaign follow-ups
Action 2
Move CRM stage
Action 3
Due in 1 day
Create task
Action 4
Send Slack notification
Recent executions
marcus@northwind.io
5 stepsCompleted
sara@brightpath.co
5 stepsCompleted
team@fieldops.dev
Condition not met
Skipped
dana@arcline.com
Resumes in 2 days
Waiting

Real automation capabilities

Everything below is executed by the MunchReach Automations engine.

Trigger-based workflows

Start a run from any real product event — lead added, campaign started, email delivered, reply received, stage changed or a signed inbound webhook.

Automated follow-ups

Stop pending follow-ups the second a lead replies, or enroll them into the next campaign automatically.

Lead actions

Update lead fields, add or remove tags, assign an owner and change lead status without touching a record by hand.

Campaign actions

Add or remove a lead from a campaign, cancel queued sends and pause further enrollment.

Reply-based actions

React to inbound replies from the Unified Inbox, including replies classified as positive, and route them straight into your pipeline.

CRM updates

Move contacts between pipeline stages and write entries into the contact activity timeline as the workflow runs.

Task creation

Create real CRM tasks on the contact with a title and a due date offset in days.

Notifications

Send in-app notifications to the workspace, or push a message to Slack through the connected integration.

Conditional logic

Evaluate lead, CRM, campaign, email activity, reply sentiment, mailbox and meeting fields, then branch the run accordingly.

Multi-step automation

Chain conditions, waits and actions. Waits persist in the database and resume from the backend worker.

How it works

A trigger fires, conditions decide, actions run — then the workflow moves to the next step.

Trigger

Lead replies

An inbound reply lands in the Unified Inbox.

Condition

Check reply type

Reply sentiment is positive.

Action

Update CRM

Move the contact to the next pipeline stage.

Action

Create task

Follow up on reply, due in 1 day.

Action

Notify team

Send an in-app and Slack notification.

Built for the way you run outreach

Sales teams

Interested replies stop the sequence, advance the deal and land on a rep's task list the same minute.

Agencies

Run the same reply-handling and reporting workflow across every client workspace without manual admin.

SaaS companies

Route trial-intent replies to the right owner and keep pipeline stages accurate automatically.

Lead generation

Tag, score and re-route new leads the moment they are imported or enter a campaign.

Follow-up workflows

Cancel queued follow-ups on reply, or wait a set number of days before enrolling a lead in the next campaign.

CRM workflows

Keep owners, tags, fields and activity timelines updated from campaign and inbox events.

Details that matter

  • Runs execute on the backend worker, with waits stored in the database
  • Duplicate events are ignored so a lead is never processed twice for the same trigger
  • Every run is logged with its steps, outcome and any skipped actions
  • Conditions read lead, CRM, campaign, email activity, reply, mailbox and meeting fields
  • Outbound webhooks are signed with an HMAC header
  • Automations are scoped to a workspace and respect its permissions
19
Real triggers across leads, campaigns, email, inbox, CRM and webhooks
15
Actions from campaign control to CRM, tasks, notifications and webhooks
Multi-step
Conditions, waits and branching in a single workflow
Backend worker
Runs persist and resume server-side, not in the browser
FAQ

Frequently Asked Questions

Everything you need to know about MunchReach.

Turn repetitive outreach tasks into automated workflows.

Connect triggers, conditions and actions once — MunchReach runs them on every reply, campaign and CRM change.