Overview
This automation runs when a buyer is moved into a particular status — for example, tidying up and notifying the team as soon as a buyer is marked Not a Fit.
You can also customize the statuses in your buyers pipeline to match how you actually qualify buyers.
Steps
Part 1: Set Up Your Buyer Statuses
Step 1: Adjust your statuses
In your Buyers Pipeline you can have as many statuses as you need.
Click the three dots on a status to:
Change its title
Change its colour
Move it
Collapse it
Delete it
Add a new status
Part 2: Build the Automation
Step 2: Open your buyer automations
Go to Automations.
Click Buyers.
Select Buyer Status Change.
Add an automation.
Step 3: Name it and choose the status
Enter an automation name.
Select the status that triggers it — the video uses Not a Fit.
Step 4: Set your timing
Choose your delay preference and default time zone, then click Save.
Step 5: Add a task step
To create work for your team:
Add a task step.
Add the task type if you need one that does not exist.
Add the details.
Select the assignee.
Step 6: Add any other steps
You can also:
Change the buyer's status
Unassign a team member
Add a note
Add a tag, which is useful for documentation
Step 7: Handle other automations last
Two steps have to come at the end of your sequence:
Move or enable a different automation
Stop other automations — either specific ones you select, or all automations currently active on that buyer
Add every other step before you add these. Once the automation hands over or stops, nothing further will run.
Step 8: Save
Click Save.
Part 3: Test It
Step 9: Check the buyer first
Open a buyer and click the automations button. You should see no automations currently running.
Step 10: Change the status
Move the buyer into your trigger status — Not a Fit in this example.
Step 11: Confirm it ran
Click the automations button again. Your automation will now be listed as running.
Click it to see the scheduled actions — the steps, their rollout, and a preview.
Important Notes
Buyer statuses are fully customizable. Use the three dots on any status to rename, recolour, reorder, add, or delete.
Steps that hand over or stop automations must be last. Anything you add after them will not run.
Stopping other automations can be targeted — all of them, or only the ones you name.
Marking a buyer as Not a Fit is a good trigger for clearing them out of active sequences and recording why.
Checking the automations button before and after a status change is the simplest way to confirm an automation works.
Troubleshooting
Your automation did not trigger
Check the status on the automation matches the status you moved the buyer into.
Steps after your stop or move action never ran
Those steps end the sequence. Move them to the end and place everything else before them.
A buyer is still in other automations after being marked Not a Fit
Add a stop other automations step, and choose whether to stop all of them or specific ones.
You need a status that does not exist
Add one from the three dots menu on your buyers pipeline.
You want to see what will happen before it runs
Open the automation from the buyer record. The scheduled actions show each step, its rollout, and a preview.
Summary
You built an automation for buyer status changes. You customized your buyer statuses from the three dots menu, then opened Automations, Buyers, and Buyer Status Change to create an automation triggered by a status such as Not a Fit. You added a task with its own type and assignee, plus notes, tags, unassignments, and status changes, keeping the stop and move steps until last. You tested it by checking the buyer before and after the status change and reviewing the scheduled actions.