Otomatzia in English

Automation recipes

Illustrative workflow designs with steps, checks and limitations. Not tested templates.

• Recipe: form submissions to CRM without duplicate contacts

  An illustrative design for sending website form entries into a CRM while searching first, so repeat submissions update instead of duplicate.

  Checked 2026-10-01

• Recipe: assign new leads to an owner and schedule a follow-up

  An illustrative design for routing each new lead to one owner, creating a dated follow-up task and notifying that person.

  Checked 2026-10-01

• Recipe: turn an incoming request into a task and acknowledge it

  An illustrative design for converting a service request into a tracked task and sending the requester a confirmation.

  Checked 2026-10-01