Automations - Custral Docs

Custral automates the repetitive work across your customer lifecycle with three building blocks. Workflows fire a chain of actions the instant a record, field, or conversation changes. Sequences enroll a record and walk it through a multi-step journey over days or weeks, with waits and branching. Jobs run scheduled and bulk operations in the background. Workflows and Sequences are built on the same canvas and share the same action library; Jobs are the background layer they all run on.

Get started

Build your first workflow

Pick a trigger, wire up actions on the canvas, and enable: the fastest way into automation.

What you can do

Trigger instant workflows

Workflows

Fire a chain of actions the moment a record, field, or conversation changes.

Triggers

Start on data changes, email and call events, or widget activity.

Actions

Send email and SMS, place calls, create records and tasks, or run AI.

Edges & logic

Branch with if/else conditions and loop over lists.

Run processes over time

Sequences

Enroll a record and walk it through a multi-step journey with waits and branching.

Jobs

The background layer that runs your workflows, sequences, and scheduled tasks.

Bulk operations

Bulk edit

Apply the same field change to up to 1,000 records found by query.

Data import

Bring CSV data in as objects and records with guided mapping and undo.

Feature reference

What each capability does and when to reach for it.

Feature	What it does	Use it when
Workflows	Event-driven automation that fires a chain of actions the instant a record, field, or conversation changes	You need an immediate reaction to a change
Triggers	The event that starts a workflow. Record created, property updated, email received or replied, conversation outcome, call disposition, or widget activity	Deciding what should kick off an automation
Actions	The operations a run performs. Send email/SMS, make a call, create records and tasks, update properties, notify users, plus AI and connected-app actions	You want the automation to do something
Edges & logic	Wire actions together with if/else conditions and loop over lists, item by item	A run needs branching or per-item iteration
Sequences	Enroll a record and advance it through multi-step journeys over days or weeks, with waits, branching, and office hours	Outreach or onboarding that spans time
Jobs	The background layer that runs workflows, sequences, scheduled queries, and imports, with automatic retries	You need scheduled or recurring background processing
Bulk edit	Find records by query and apply the same field change to up to 1,000 at once	Correcting or updating many records in one pass
Data import	Bring CSV data in as objects and records with guided column mapping, a test run, and one-click undo	Migrating data from another tool or a spreadsheet

Choose your path

Three ways to automate. Pick by how the work should run.

Path	Best for	How it runs
Workflow	An instant reaction to a record, field, or conversation change	Fires and finishes the moment the event happens
Sequence	Outreach or onboarding that spans days or weeks	Enrolls a record and advances it through steps over time
Job	Scheduled, recurring, or one-off bulk processing	Runs in the background on a schedule or on demand

Works with

Automations don’t sit in a silo, they act on the rest of Custral.

Communications

Workflow actions and sequences send email, SMS, and calls across your channels.

Data & records

Trigger on record changes and create, read, or update records in an action.

AI

Add AI-powered actions to a workflow from the AI category.

Reporting

Report on the records and conversations your automations create and change.

Reference & settings

Workflow troubleshooting

Fix workflows that don’t fire, stop partway, or take the wrong branch.

Job status

Watch running and failed jobs, and re-run them, at Settings → Jobs.

Build workflows: Triggers · Actions · Edges & logic · Troubleshooting
Automate over time: Sequences
Bulk & background: Jobs · Bulk edit · Data import

​Get started