DigitalGate · Growth · Automation
Turn repeatable processes into connected workflows
Automation on DigitalGate acts on Core events — leads, opportunities, payments, stays — with human approval where it matters.
Connecting two apps is not automation. DigitalGate workflows act on business context with logs, permissions and outcomes that feed back to the platform.
Available — workflows across Core and Apps. Listed here as the commercial Act surface.
The problem
Integration without intelligence
Point-to-point integrations move data but rarely understand whether an action was correct, authorised or worth repeating.
- Fragile zaps nobody owns
- No CRM context in the trigger
- Consequential actions without approval
- Outcomes that never feed learning
DigitalGate approach
Act on the Event Bus
DigitalGate Automation shapes platform events into multi-step workflows — create tasks, send communications, advance opportunities — with governance built in.
Key capabilities
What Automation delivers
Triggers
CRM events, form submissions, stage changes and platform signals.
Multi-step actions
Chains that reflect real operating procedures.
Communications
Follow-ups through connected Communications — not a separate inbox.
Human approval
Consequential steps can require human approval before execution.
Cross-app workflows
Industry Apps, Commerce and Growth participate in the same event model.
Logs & learning
Outcomes recorded so operators can improve rules over time.
How it works
From signal to follow-through
Connected Business
Connected Business advantage
Automation without Core context is theatre. DigitalGate rules read the same Contacts, Opportunities and Communications the team uses daily.
- CRM & Opportunities
- Communications
- Industry workflows
- Growth signals as triggers
Core → Industry → Growth → Intelligence
Intelligence
AI-assisted automation
Where supported, AI can recommend or draft automation steps — always through controlled platform tools, not unbounded autonomy.
Example workflow
Example workflow
- 1A new website lead creates a Contact and Opportunity.
- 2Automation assigns a task and sends a personalised acknowledgement.
- 3If no response in 48 hours, Advisor suggests a call — human approves.
- 4Outcome logged; rule refined for the next cycle.
Audience
Who it is for
- Operators drowning in manual follow-up
- Businesses with real records on DigitalGate ready to act
- Teams that need approval gates, not silent auto-send
FAQ
Common questions
Is this like Zapier?
DigitalGate Automation is native to the platform Event Bus and Core objects — designed for business context, not generic app pairing alone.
Thought leadership
Understand the platform philosophy
Foundational series · Part 1Run Automation on DigitalGate
Growth capabilities work alongside Core, Industry and Intelligence — not as isolated tools. Optional Growth App — see Apps & pricing.