Automations
Real Knox automations, without pretending there's a builder.
This is the honest first pass. Knox already has live provider automations and workflow timing assists. We show those clearly here.
Automation items
6
Live automations
3
Operator assists
3
Provider connections
4
Live automations
These are already running inside Knox through provider evidence and workflow updates.
Stripe Payment Received
stripe-payment-received
When Stripe reports a successful payment, automatically advance the event stage and update payment records.
Trigger
Stripe webhook
Owner
System
Contract Signed
boldsign-signature-complete
When BoldSign confirms a signature, advance the event to deposit_sent or booked based on contract completion.
Trigger
BoldSign webhook
Owner
System
Lead Intake Routing
lead-intake-routing
New leads from any source (Meta, Perspective, website) are automatically created as events in inquiry_received stage.
Trigger
Lead webhook
Owner
System
Operator-assisted timing
These are smart timing rules Knox already uses, even though they still rely on an operator action to initiate.
Questionnaire Timing
questionnaire-timing
Knox shows questionnaire send reminders 60-90 days before event. Operator initiates the send.
Trigger
Event date proximity
Owner
Operator
Final Payment Reminder
final-payment-reminder
System surfaces final payment creation at the right time. Operator creates and sends the request.
Trigger
30 days before event
Owner
Operator
Proposal Follow-up
proposal-followup
Knox reminds the operator to follow up on proposals that have not received a response.
Trigger
3 days after proposal sent
Owner
Operator