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