Auto actions — CRM automation rules for enquiries

Auto actions are rules that work by themselves when an enquiry (lead, for a business) comes in or moves to a step: share new enquiries with your team in turn, tag them, make tasks, send your approved WhatsApp templates, or put them on a sequence. They are part of MJX CRM Pro.

A good first rule: an enquiry comes in → give it to your team in turn → task "Call {name}", due in 1 hour.

#How a rule is built

#The actions

#How to add a rule

1. Sign in as the Owner or an Admin.
2. Press + New rule.
3. Give it a Name, e.g. "Share website leads".
4. Under When, pick "comes in" or "moves to…" and the step.
5. Under Only if, add sources or words — or leave them empty for every enquiry.
6. Under Then, switch on one or more actions and fill them in.
7. Press Save rule.

Each rule card has Edit, Switch off / Switch on, Delete ("Delete this rule? What it already did stays in the list below.") and up/down arrows to change the order.

#How rules run

#What the rules did

Under What the rules did, every run is listed with what each step did — done, skipped and why, or failed and why. A template that could not be sent says so, and the enquiry is not marked as messaged.

#Who can use it?

On a plan without Pro, "Your rules below are kept but are not running. You can still switch them off or delete them." Cards read "On — needs Pro".

#Tips

• Start with one assignment rule for all new enquiries, then add narrower rules (by source or words) above it.
• Use the Its details mention filter for exam or class words, e.g. "NEET" → tag NEET and give it to the NEET counsellor.
• Check What the rules did after the first few leads to see the rule behaves as you meant.

#Questions people ask