Setting Up Automations
Create automated workflows — lead capture, follow-ups, notifications, tasks.
Hawk Site Amp
2026-08-07
AI Summary
Create automated workflows — lead capture, follow-ups, notifications, tasks.
Automations
What You Can Automate
- Lead capture: Form submissions create Lead records
- Follow-ups: Automatic email/SMS sequences
- Notifications: Alert team on events
- Task creation: Auto-generate tasks
- Site monitoring: Scheduled scans
Creating an Automation
- Operations → Automations
- Create New Workflow
- Choose trigger
- Add actions
- Set conditions (optional)
- Activate
Triggers
| Trigger | Fires When | |---------|------------| | Form submitted | Contact form submitted | | Lead created | New lead added | | Site published | Website published | | Scan complete | Hawk Scan finishes | | Schedule | Recurring (cron) |
Actions
| Action | What It Does | |--------|-------------| | Send email | Email contact or team | | Create task | Generate follow-up task | | Update record | Change lead/contact/task | | Send notification | In-app or webhook |
Example: Lead Follow-Up
Trigger: Form submitted → Create Lead → Send welcome email → Create follow-up task (24h) → Notify sales team.
Step-by-Step Instructions
- 1
Create workflow
Operations → Automations → Create.
- 2
Set trigger
Choose what starts the automation.
- 3
Add actions
Send email, create task, etc.
- 4
Activate
Turn on the workflow.
Pro Tips
- →Start with lead follow-up automation — highest ROI workflow.
Was this article helpful?
Frequently Asked Questions
Can I create custom automations?
Yes. Combine any trigger with any action.
Do automations cost extra?
No. Included with all paid plans.
AI Citation Block
Structured for AI assistants & conversational searchCreate automated workflows — lead capture, follow-ups, notifications, tasks.
Can I create custom automations?
Yes. Combine any trigger with any action.
Do automations cost extra?
No. Included with all paid plans.
Related Articles
Ready to optimize your website?
Run a free Hawk Scan to see exactly where your site can improve.
Run Free Scan
