Valion OSAutomation
One business event. The next steps run in Valion.
Bookings, leads, jobs, and payments can trigger follow-ups, invoices, and alerts on the same customer record. External tools connect through n8n. Valion stays the system of record.
Who it is for
Clear for operators and builders
For owners and managers
When a booking or payment happens, the next steps can run without someone retyping into three tools.
For your team
Reminders, assignments, and follow-ups show up in the same workspace. Less chasing status in chat.
For technical buyers
Valion owns customers, jobs, and money. n8n is the path for external fetch and transform. Signed webhooks land in Valion.
How it works
Event, rules, actions. Same workspace data.
Automation is not a separate product. It reacts to what already happened in CRM, jobs, or finance.
- 01
Event
Something happens in Valion
- 02
Rules
Conditions decide what runs
- 03
Actions
Tasks, messages, invoices update
- 04
Notify
The right people get alerted
- 05
Record
Reports stay in sync
Examples
Everyday flows teams actually run
New lead
Capture, assign, and follow up without a spreadsheet handoff.
- 01Lead created
- 02Assign owner
- 03Create follow-up
- 04Notify manager
Job finished
Close the loop from delivery to cash and feedback.
- 01Job completed
- 02Draft invoice
- 03Message customer
- 04Ask for review
Low stock
Purchasing sees the shortage before the shelf goes empty.
- 01Stock threshold
- 02Create purchase need
- 03Alert purchasing
Invoice overdue
Finance and the account owner both get the nudge.
- 01Due date passed
- 02Send reminder
- 03Flag in CRM
Across departments
Same automation idea in every Valion App
Integration direction
Connected with n8n
Valion and n8n each have a clear job. n8n reaches outside sources and shapes the payload. Valion receives it, owns the CRM lifecycle, and keeps AI and staff on one record.
Split of ownership
n8n
- Fetch from Maps, Apollo, CSV, and similar
- Transform and clean fields
- POST signed webhooks to Valion
Valion
- Dedupe and import audit
- Leads, companies, pipeline stages
- AI suggestions and staff approvals
Why this model
Valion owns the business record
Customers, leads, pipeline stages, invoices, and permissions stay in Valion. That is where AI and staff work every day.
n8n fetches and transforms outside
Use n8n for Maps, Apollo, CSV, and other sources. It prepares a clean payload. It does not move your pipeline or invent customers on its own.
Signed webhooks into Valion
n8n posts versioned, signed webhooks. Valion dedupes, audits the import job, and lands records in CRM for humans and AI to use.
Self-hosted n8n runs in the Valion stack for operators who need it. Product direction stays the same: integration-only n8n, Valion as the business OS.
Control
Automation with guardrails
Important steps can wait for approval. Permissions still follow the people in your workspace.
- Approvals when an action should not run alone
- Same roles and permissions as the rest of the OS
- Audit-friendly imports when data arrives from n8n
- Works with Valion AI drafts, not a silent takeover
Related
Apps, AI, and the full platform
Automation sits next to Valion Apps and Valion AI on the same shared data.
Get started
Put follow-ups on the same record as the work
Start a trial or book a demo. See event-driven flows in Valion, and how n8n feeds external sources in without owning your CRM.