Automation
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Automate your customer success journey — from internal updates to personalized customer outreach.
GoCSM offers two powerful types of automations to simplify how you engage with your customers and manage internal success operations:
For your team — alerts, tags, and updates. These workflows keep your staff informed when something important happens with your customer.
Notify your team about new users
Track inactivity or low product usage
Alert on payment issues
Update pipelines automatically
These are active by default and help keep your team in the loop.
📘 Learn more about Internal Notification Workflows →
For your customers — automated emails and messages. These workflows send emails or texts based on a user’s behavior or journey stage.
Welcome new customers
Re-engage inactive users
Respond to NPS or Happiness Feedback
Guide them through product adoption or billing updates
📝 Note: All Customer Touch workflows come pre-drafted but are inactive until you publish them.
You can fully customize the messages, timing, and triggers before activating.
📘 Learn more about Customer Touch Workflows →
Customer success is about timing. Automations help you:
Stay proactive with less manual work
Send the right message to the right person at the right time
Make sure nothing slips through the cracks
Go to the Automations tab in your GoCSM dashboard
Use the pre-built workflows
Review and customize messages
Publish when ready
All workflows are fully editable — tweak the messages, set conditions, or pause workflows anytime.