Automations

n8n-grade automation, built into your CRM

Ooperon's automation engine is a visual, drag-and-drop flow canvas with 31 native node types — branching, loops, sub-workflows, a sandboxed JavaScript code node, raw HTTP and GraphQL requests, and AI steps. It is genuinely n8n-grade, not a simple trigger-and-action list.

The difference is where it lives. The engine is built into the CRM and wired to the same AI agents and contact records, so a workflow acts directly on your pipeline instead of shuttling data between a standalone automation tool, a CRM, and a voice app.

A real visual engine, not trigger-and-action

Build workflows by dragging and connecting nodes on a canvas. Route with IF and Switch, filter and dedupe, loop over batches, merge branches, call sub-workflows, and transform data — the same building blocks a dedicated automation platform gives you.

  • 31 native node types across logic, data, and connectivity
  • IF/Switch branching, filters, loops, merges, and sub-workflows
  • Sandboxed JavaScript code node for custom logic
  • Raw HTTP and GraphQL request nodes to reach any API

Start flows however you need

Automations can be triggered by a webhook, a cron schedule, a form submission, or polling — plus events from the tools you connect and from conversations your agents have. Runs are durable, so long or delayed workflows survive and resume rather than dying mid-run.

  • Webhook, cron, form, and polling triggers
  • Events from ~38 app connectors with ~65 event triggers
  • Durable execution with per-node retries and error handling
  • AI steps you can drop directly into a flow

Automation that acts on your pipeline

Because the engine sits inside the CRM alongside the agents, a flow can qualify a lead, wait, call an external system, hand the conversation to an AI agent, book a meeting, and advance the deal — all against the same records. There is no boundary to cross between an automation tool and your data.

Teams comparing standalone automation platforms often choose Ooperon for exactly this: comparable power, without maintaining the glue between three separate products.

Use cases

Lead routing and assignment

Route inbound leads by source, territory, or score and assign them the moment they arrive.

Enrichment and data sync

Call external APIs to enrich a contact, then sync the result across your tools without code.

Payment recovery

Turn a failed payment or abandoned checkout into an automated agent follow-up that recovers revenue.

Follow-up sequences

Compose multi-step, multi-channel follow-ups with delays, branches, and AI steps.

Qualify then call

Score a form submission, branch on the answer, and trigger an AI voice call for the hot ones.

Cross-app workflows

Use HTTP and GraphQL nodes to orchestrate steps across the apps your revenue team runs on.

Frequently asked

Is Ooperon's automation really comparable to n8n?

It is built to be n8n-grade for real-world go-to-market automation: a visual canvas with 31 native node types, including a sandboxed JavaScript code node and raw HTTP and GraphQL nodes, plus branching, loops, sub-workflows, and durable execution. The difference is that it is built into a CRM with AI agents rather than being a standalone tool. See the Ooperon vs n8n comparison.

Do I need to write code to build automations?

No. Automations are built on a visual drag-and-drop canvas, so most workflows are point-and-click. When you want them, a sandboxed JavaScript code node and raw HTTP and GraphQL nodes are there for custom logic.

What can trigger an automation?

Webhooks, cron schedules, form submissions, and polling, plus events from connected apps and from agent conversations. Runs are durable and support per-node retries and error handling.

How does this replace Zapier or n8n for sales?

For the sales motion, Ooperon folds the automation engine, the CRM, and the AI agents into one product, so you are not gluing a separate automation tool to a separate CRM. Many teams keep Zapier or n8n for cross-department automation and let Ooperon run the sales workflows.

One platform for the whole sales motion

Ooperon is the agent-operated CRM — AI agents, an n8n-grade automation engine, and real AI voice, in one place.

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