DocsAutomations
Automations
Automate lead distribution workflows with triggered webhooks, emails, Slack messages, Google Sheets updates, and custom actions on every lead event. Full automation guide for Lead Distro AI.
What are Automations?
Automations are actions that fire automatically when a lead event occurs. They run in the background and never block the lead distribution flow.
Trigger Events
- lead.created — fires when a new lead is ingested.
- lead.accepted — fires when a lead is matched to a buyer.
- lead.rejected — fires when a lead fails inbound filters.
- lead.returned — fires when a buyer returns a lead.
- lead.unmatched — fires when no buyer is available for a lead.
Action Types
| Action | What It Does |
|---|---|
| Webhook | Sends a POST request with lead data to any URL. |
| Sends an email notification with lead details. | |
| Slack | Posts a message to a Slack channel via webhook. |
| Google Sheet | Appends a row to a connected Google Sheet. |
Conditions
Add conditions to automations so they only fire when specific criteria are met — for example, only send a Slack notification when a lead from California is accepted.
Use the AI Assistant to set up automations conversationally — just say "Set up a Slack notification when a lead is accepted" and it will handle the configuration.
If you have any questions, send us an email at support@leaddistro.ai