Pipeline automations

pipeline automations control how contacts enter a pipeline, move between stages, and trigger follow up work from stage lifecycle events use this guide for pipeline only behavior for general purpose automations such as assigning conversations, sending templates, ai handoff, custom api payloads, or multi step visual flows, see create an automation rule # where to work open a pipeline, then select the automations tab rules are grouped by the job they perform group meaning enrollment rules that add contacts to this pipeline stage transitions rules that move existing pipeline items to another stage stage lifecycle automations that run when an item enters, exits, or drops off from a stage other related rules that do not fit the standard pipeline enrollment or movement shape create a pipeline rule open a pipeline select the automations tab select new rule choose an action choose when the rule should run save the rule the pipeline rule modal is designed for the two most common pipeline actions enrolling contacts and moving pipeline items enrollment rules enrollment rules add a contact to the pipeline you can choose a starting stage if you leave it blank, peach uses the pipeline default you can also choose guard pipelines when a contact has an in progress item in a guard pipeline, peach skips enrollment into this pipeline use this for examples such as enroll a new lead when they message the business enroll a customer when an integration event says they submitted a form enroll a contact when an api event arrives stage transition rules stage transition rules move an existing item to a destination stage the first stage cannot be used as the destination for this rule type use this for examples such as move a lead when a template is delivered move a ticket when a customer replies move an onboarding customer when another system confirms a task is complete stage lifecycle automations stage lifecycle automations run when an item enters, exits, or drops off from a stage configure these from the stage settings drawer choose existing automations for enter stage exit stage drop off from stage create or edit the underlying automation from the full automation rules area when it needs custom behavior complex pipeline rules for anything beyond the quick pipeline modal, choose need a complex rule? open full editor use the full editor when the pipeline automation needs multiple steps template sending ai handoff custom api payload mapping advanced triggers a visual flow