Automation

Corcava provides extensive automation capabilities including: pipeline automation for lead nurturing, task automation for auto-assigning and moving tasks between columns, email automation for follow-ups and reminders, board automations triggered by task movements, webhook support for custom integrations, and notification automation for Slack and Telegram.

Board automations let you set up automatic actions that trigger when tasks move to specific columns. You can auto-assign team members, send notifications, update task status, trigger webhooks, or perform other actions automatically. This reduces manual work and keeps everyone informed about project progress.

While individual recurring tasks aren't a standalone feature, you can use board automations and pipeline workflows to create task patterns that repeat based on triggers or schedules. For repeating project work, you can also duplicate boards and tasks as needed.

Yes, Corcava supports webhooks for custom integrations and external triggers. You can configure webhooks to fire on specific events like task movements, deal stage changes, invoice payments, and other actions. This enables integration with any external system that accepts webhook data.