Action Engine Logo
Enterprise-Grade Automation Platform

Complex Salesforce Automation, Made Simple

Build powerful "if this, then that" automations directly in Salesforce — no coding needed. Get started in minutes. Pro plans include one expert-built automation per month. Starters get a free build when signing up.

Start Free Trial Book a Demo
salesforce.com/lightning/setup
Action Engine Salesforce automation interface showing drag-and-drop workflow builder with WHEN, IF, THEN logic
Install, Configure & Create in Under 10 Minutes

Available on Salesforce AppExchange

Install with one click from the official Salesforce marketplace and start building automations in minutes — it's that simple.

Salesforce AppExchange - Official marketplace for Salesforce apps
AppExchange Certified
Security Reviewed
Ready in Minutes
Get Started Now

Can't Build It Yourself? We've Got You Covered

Pro subscribers get one free automation built by our experts each month. Starter users get one free build when they sign up. Jump on a call with our team and we'll create exactly what you need, live.

See Action Engine in Action

Watch how easy it is to build powerful Salesforce automations with our simple WHEN → IF → THEN builder.

Action Engine Automation Builder
Creating a Task Automation Demo - Click to play video
1

WHEN - Set Your Trigger

Choose what event starts your automation
WHEN trigger interface showing automation builder with plain English description and dropdown options for triggers

Select from 10+ trigger types including record creation, field changes, scheduled events, and more. See your automation described in plain English as you build.

2

IF - Add Smart Conditions

Optional logic to make automations smarter
Complete automation builder showing WHEN, IF, and THEN sections with field operators and logic options

Add sophisticated conditions with AND/OR logic. Only run when deal amount > $10K, lead source = "Website", or any combination of criteria you define.

3

THEN - Choose Actions

Pick from 9+ powerful actions (and growing!)
Choose an Action modal showing grid of available automation actions with colorful icons

Choose from our growing library of 9+ actions: Send emails, create tasks, update fields, convert leads, and more. Each action is designed for specific business needs.

Start Building Automations
Enterprise Analytics

See Exactly What's HappeningWith Your Automations

No more guessing. Get real-time insights, performance metrics, and health monitoring for all your automations in one powerful dashboard.

Action Engine Analytics Dashboard
Action Engine Analytics Dashboard showing detailed automation performance metrics, execution logs, and comprehensive insights

Real-Time Monitoring

Watch your automations execute live with instant success/failure notifications

Health Checks

Proactive monitoring catches issues before they impact your users

Performance Insights

Detailed execution logs and performance metrics for optimization
Explore Analytics Features
Enterprise Security & Reliability

Worry-Free Automation Starts Here

ClickPath keeps your Salesforce safe, fast, and reliable — no stress, no surprises.

Built-in Safety Guards

Automatic infinite loop prevention, governor limit monitoring, and error isolation keep your system stable and performant.

Complete Visibility

Every action is logged with detailed audit trails. You'll always know what happened, when, and why.

Smart Performance

Intelligent bulk processing and real-time limit monitoring ensure smooth operation even with thousands of records.

Enterprise-Grade Guarantees

No More Loop Crashes – We stop your automations from running in circles and breaking things.
Plays Nice with What You Already Use – Works smoothly with Flow and Process Builder — no conflicts, no mess.
Locked Down Like Salesforce – Uses the same security rules Salesforce does, so your data stays safe.
Watches Your Limits – Keeps an eye on your system so it doesn't go over Salesforce's limits and break.
Spots Problems Before They Happen – Warns you if something's broken or missing before it causes trouble.
Easy to Install and Remove – Adds no extra junk and doesn't mess with your data.
Handles Big Jobs Safely – Designed to work fast and smooth, even when dealing with lots of records.
Always On, Always Backed – 99.9% uptime with help available when you need it.
Enterprise-grade safety built into every automation

9+ Essential Actions for Complete Automation

From intelligent email sequences to smart field calculations, each action handles the heavy lifting that would normally require custom code.

Our action library is constantly growing based on your feedback
📧

Send Email

MOST POPULAR
Trigger personalized emails to record owners, contacts, or custom addresses with dynamic content and merge fields.
✅

Create Task

ESSENTIAL
Generate follow-up tasks with due dates, assignments, and custom fields to keep your team organized and on track.
🔄

Smart Field Updates

POWERFUL
Copy, calculate, and combine field values using formulas, lookups, and conditional logic without code.
🎯

Add to Campaign

Auto-enroll leads and contacts into campaigns

Learn More
#️⃣

Add/Subtract Numbers

Dynamically adjust scores and amounts

Learn More
👤

Change Owner

Reassign records based on rules

Learn More
⭐

Convert Lead

Transform leads into accounts and contacts

Learn More
➕

Create Related Record

Generate connected records automatically

Learn More
🔄

Round Robin Assignment

Distribute records evenly across teams

Learn More
New actions added monthly based on your feedback
Start Building Automations

What Our Customers Say

See how teams are transforming their Salesforce workflows with Action Engine

"Action Engine saved us months of development time. What used to require custom Apex code now takes minutes to set up."
Sarah Johnson
Salesforce Admin, TechCorp
"The analytics dashboard gives us complete visibility into our automation performance. Game changer for our ops team."
Mike Chen
Operations Director, GrowthCo
"We've automated 80% of our lead routing and follow-up processes. Our sales team loves the consistency."
Lisa Rodriguez
Sales Operations, ScaleCorp

Enterprise Automation at Business-Friendly Prices

Action Engine offers incredible value across all tiers - you get enterprise-level automation capabilities at prices designed to fit your business stage.

Limited Slots

Startup Fast-Track

$150/month
Limited-time access for early-stage companies
  • Everything Action Engine offers - no feature restrictions
  • 6 months only - then graduates to regular pricing
  • Qualification required - under $500K revenue

Starter

$199/month
Perfect for small teams getting started
  • Unlimited automations & users
  • Complete template library
  • All 9+ powerful actions
  • One free custom automation when you sign up
  • Standard support (6-hour response)
Most Popular

Pro

$249/month
Best value for growing businesses
  • Everything in Starter
  • One free custom automation built by experts every month
  • Extended support (1-hour response)
  • Professional services access
View Complete Pricing

Ready to Transform Your Salesforce Workflows?

Join hundreds of teams who've already automated their most complex processes. Start your free trial today.

Start Free Trial Book a Demo