Two automation engines: event-driven business rules and visual marketing sequences with conditional branching.
Business rules that run themselves.
Create automations that trigger on over 40 different events - when a case is created, a sale changes status, a contact is tagged, a comment is added, a file is uploaded, or dozens more.
Add conditions to filter which records should be acted on, then chain actions: send emails, fire webhooks, update fields, add or remove tags, or send from marketing templates. Every run is logged with full error tracking.
Scheduled automations.
Not everything needs a trigger. Run automations on a schedule using cron expressions - every Monday at 9am, the first of each month, every hour. Set an optional expiry date for time-limited campaigns.
Combine scheduled runs with conditions to build reports, reminders, or recurring workflows.
Visual marketing sequences.
Build multi-stage marketing workflows in a visual drag-and-drop editor. Add stages for email, SMS, webhooks, delays, field updates, and tagging - then connect them with branching decisions. Each branch can have multiple conditions: has the contact opened an email? Clicked a landing page link? Been tagged? Submitted a form? Contacts flow through the sequence automatically, taking different paths based on their behaviour.
Nine stage types.
Every sequence starts with an entry point and can include: timed delays (minutes to weeks), marketing emails from templates, SMS messages with merge fields, webhook calls to external systems, add or remove tags, update contact fields with dynamic values, and end stages that remove contacts from the sequence.
18+ branching conditions.
Route contacts based on real behaviour: email opens, email link clicks, landing page views, landing page link clicks, form submissions, tag presence, phone number availability, mailing list join date, and field-level matching against person or company data. Combine multiple conditions on a single branch for precise targeting.
Chain automations together.
An automation can trigger when another automation succeeds or fails. Build multi-step business processes where one workflow's output feeds into the next. Error in step two? Trigger a separate automation to notify someone and log the issue.
Merge fields everywhere.
SMS messages, webhook URLs, webhook payloads, and field values all support merge fields. Personalise every touchpoint with contact data - first name, company, job role, or any custom field. Clockwork replaces the placeholders automatically before sending.
Full audit trail.
Every automation run is logged with timestamps, success or failure status, and detailed error information per action. Know exactly what happened, when, and why - and get notified if something goes wrong.
Extensible via plugins.
The plugin system can add custom triggers and actions to the automation engine. Need to trigger a workflow from an external system or perform a custom action? Build a plugin and it integrates with the existing automation framework.
Zapier integration.
Connect Clockwork CRM to thousands of other apps through Zapier. Trigger workflows in external tools when something happens in Clockwork, or push data into Clockwork from the tools you already use. No code required - just pick a trigger, pick an action, and Zapier handles the rest.
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