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Set up automations

Trigger actions automatically when leads arrive, forms are submitted, or your site is published — no code required.

Updated 2026-07-16

Automations connect events on your site to actions you choose. They live in Settings → Automations and follow one simple shape: when a trigger fires, run an action.

02Triggers

  • lead.created — a new lead arrives from a form on your site
  • lead.status_changed — a lead moves to a different status in the CRM
  • form.submitted — any form on the site is submitted
  • site.published — the site is published or re-published

03Actions

  • Send a webhook — an HTTP call to a URL you choose, signed with HMAC in the x-curateone-signature header
  • Send an email
  • Set the lead’s status
  • Notify me

04Create an automation

  1. Open Settings → Automations.
  2. Pick a trigger — for example, lead.created.
  3. Pick an action — for example, send a webhook to your endpoint.
  4. Save. Toggle the automation on or off, delete it, or check its run log at any time.
TipThe run log shows every firing of an automation — it’s the first place to look when you’re not sure an automation ran.

05Verifying webhooks

If you’re receiving webhooks in your own system, verify the HMAC signature in the x-curateone-signature header before trusting a payload. The full verification guide and API reference live at developers.curateone.ai.

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