Automations

An automation (also called a workflow) is a set of instructions SURGE follows on its own. Every automation has two parts:

• a trigger — the event that starts it, such as “a form is submitted” or “a card moves to No Answer”, and
• actions — what SURGE then does, such as “wait 10 minutes, then send this text”.

You’ll find them under Automation in the left-hand menu.

The automations we built for you

Your account runs on a set of automations named WF-00, WF-01, WF-02 and so on. Together they handle new-lead intake, colour coding, call counting, confirmations, reminders and every follow-up sequence. What we’ve set up for you explains what they do in plain English.

Please look, don’t touch

Don’t edit, pause, copy or delete these automations — even to troubleshoot. They depend on each other, and removing a single condition inside one has previously stopped colour coding and follow-ups across a whole pipeline, with no error message. If something seems wrong, tell us.

Building your own

You’re welcome to build your own automations alongside ours. A few good first projects:

• A happy-birthday text to members
• A review request a week after someone joins
• An internal email to you whenever a lead is tagged vip

Rules for your own automations

1. Name them clearly and differently from ours — start each name with your business initials, for example.
2. Don’t trigger off the same events as ours. If your automation starts when a card moves to No Answer, the lead gets two lots of messages. Use your own tags or forms as triggers.
3. Test with a real contact, not just an opportunity card. The best test is to put yourself through it: fill in the form or add the tag to your own contact.
4. Change one thing at a time, then test again.

Your automations, your responsibility

Automations you build yourself aren’t covered by our support. If one clashes with the system we built — doubling up messages, say — we’ll switch it off and let you know.

Step-by-step guides

Step-by-step guideGetting started with automations Step-by-step guideEvery automation trigger, explained Step-by-step guideEvery automation action, explained

Rather we did it for you?

We're happy to. Anything beyond your original setup — new pages, new automations, redesigned emails — is quoted before we start. See What's included in your plan.