#How do I make the next action appear on its own when I complete a task?

Use a follow-up cadence: a sequence of steps (call, send a WhatsApp, send an email…), organized in phases, that you build once and apply to as many opportunities as you want. The cadence doesn't replace the next action — it creates next actions. When you apply it, only the first step becomes a task. When you complete that task and record the result, the cadence picks the following step and schedules it for you.

Before you start

• Role: building and editing cadences requires the permission to configure follow-up cadences (whoever configures the pipeline already has it). Applying one to an opportunity requires viewing cadences and creating tasks — the same as whoever works the card. See the permissions table.
• The opportunity must be in progress. Won or lost opportunities can't enter a cadence.

#Build the cadence

Open CRM settings → Follow-up cadences and click New cadence. You choose where to start:

• Start from scratch: the cadence is created right away as Untitled, with a first call step ("First contact"), and the editor opens next. There you name it and set the Description, Linked stage, Business hours, Daily limit per attendant, phases and steps.
• A template: clicking a template creates the cadence right away with the name, phases, steps and guidance for each step (what to say), and the editor opens for you to review it. The templates are Inbound lead — first week, Proposal sent, No-show recovery, Abandoned checkout, Post-webinar and Cold lead reactivation.

Once created, the cadence exists even if you close the editor without saving — to adjust it later, just open it from the list. It is only used after you save in the editor.

The same New cadence shows up in Apply cadence and in the kanban column shortcut. Once you save in the editor, the new one comes back already selected to apply, or already linked to the column's stage. If you close the editor without saving, the cadence stays in the list but is not applied or linked.

In the editor:

1. Build the phases. Each phase is a group of steps with one goal — for example, "Prospecting" (the contact attempts) and "Meeting" (what happens once the lead replied). A simple cadence has a single phase.
2. Inside each phase, add the steps. For each one, choose the type (Call, WhatsApp, Meeting or Task), the wait after the previous step and the title the task will have. The Expected calendar shows the resulting sequence, phase by phase — for example, "D0" with the call icon, "D2" with the WhatsApp one and "D5" with the meeting one (hover a step to see its type).
3. (Optional) Under Linked stage, link the cadence to a pipeline stage. Every opportunity that enters that stage starts the cadence on its own.
4. (Optional) Pick the Business hours and a Daily limit per attendant (see below).
5. Click Save.

#Link the cadence to a stage from the kanban

You can also do it straight from the pipeline: in the column's ⋮ menu, choose Follow-up cadence, pick the cadence and click Link to stage. Each stage has one cadence at a time — linking another one removes the previous one from that stage. To stop the automatic start, use Unlink.

The linked cadence shows up on the pipeline's Automations page, in the stage's column, in its own group (Follow-up cadence) with how many opportunities are in it and its number of phases and steps. It isn't an automation: it's the sequence of next actions that starts when the opportunity enters the stage.

The first step's wait counts from the moment the cadence is applied; each following step's wait counts from when the previous one was completed.

#Apply it to an opportunity

On the opportunity, use Apply cadence — from the card's ⋮ menu on the kanban, or from the next action area of the open opportunity — and pick the cadence. Step 1 shows up on the owner's agenda right away, like any next action.

When you create a New task on an opportunity, the Smart cadence box right below the opportunity takes you to the same Apply cadence: use it when, instead of a one-off task, you want the next actions to schedule themselves.

If no cadence in the list fits, people who can configure cadences click Create cadence right there and choose to start from scratch or from a template. The editor opens on top and, once saved, the new cadence comes back to the list already selected — just Apply.

The card then shows which phase and step it is on and when the next one is due. In the open opportunity, the cadence block shows phases and steps as bars, the current phase by name and the next action with its due date; once the due date has passed, it turns red with the Overdue badge.

An opportunity runs one cadence at a time. To switch, remove it from the current one first.

#Track how the cadence performs

In CRM settings → Follow-up cadences, open an existing cadence. It opens on the dashboard: how many opportunities are running, paused, completed successfully and exhausted, the success rate, the average time to complete, the stop reasons, the step funnel (how many actions each step created, how many worked, how many are overdue and how many opportunities are sitting on it right now), the last 30 days and the performance per attendant. To change the cadence, click Edit in the footer; to go back, View dashboard.

On the open opportunity, next actions created by a cadence show a cadence icon next to the owner. Hover over it to see which cadence and step it came from; you can open the cadence from there.

#How the result picks the next step

When you complete a task created by the cadence, record the result as usual (for a call, answered or not answered; for WhatsApp, replied or didn't reply):

Example with two phases — Prospecting (Call, WhatsApp, Call) and Meeting (Demo, Reschedule demo): if the lead answers the first call, the cadence skips the other attempts and schedules the demo. If they don't show up for the demo, the reschedule comes next.

If the last step of the last phase is completed without success, the cadence becomes exhausted and the card shows it: the opportunity doesn't drop off the radar, it waits for you to decide what to do.

Completing the same task twice (a double click, for example) doesn't create two steps.

#When the cadence stops or pauses on its own

• The card already has another open next action: the cadence doesn't stack a second one. It pauses and shows why. Click Resume when you want to continue.
• The opportunity was won or lost: the cadence stops.
• The opportunity moved to another stage: the cadence pauses. If the new stage has a cadence linked to it, that one starts instead.

In every case, tasks that were already created stay on the agenda. The cadence only stops creating the next ones.

#Remove from the cadence

On the open opportunity, click Remove from cadence. The history of completed tasks stays where it is, and the next action that was already open stays on the agenda. Delete that task if it no longer makes sense.

#Business hours and daily limit

• Business hours: a step that would fall outside business hours (overnight, on a Sunday) moves to the start of the next open window. If the cadence has no calendar selected, the workspace's main calendar applies; if there is none, the step falls at the exact time.
• Daily limit per attendant: when the attendant already has the limit of cadence tasks on that day, the step moves to the next day. This keeps a cadence applied to many opportunities at once from dumping every call on the same day. The day is counted in the attendant's time zone.

#Deactivate or delete a cadence

• Deactivating removes the cadence from Apply cadence and from the automatic start by stage. Opportunities already in it continue until the end.
• Deleting removes the cadence and stops the runs in progress. Tasks already created stay on the agenda.

Editing the steps also applies to opportunities already in the cadence, starting with the next scheduled step.

#Difference from the automatic WhatsApp follow-up

The smart follow-up mode creates every step at once, with fixed dates, and sends the WhatsApp on its own. A follow-up cadence creates one step at a time, and the result of the previous step decides the next. Cadence tasks are done by a person.