Bluehubcloud Automations

Automate the Work That Happens During and After the Call

Bluehubcloud connects your phone system to your CRM, SMS, email, calendar and reporting tools, so missed calls, quote requests, call summaries, follow-ups and live call actions happen automatically – built on the call events your Bluehubcloud PBX already publishes.

Built for businesses that rely on phone calls, customer enquiries and fast follow-up.

Quoted to the scope of the job. No published tiers.

CRM

Connected

SMS

Automatic follow-up

Email

Triggered actions

Calendar

Live booking

The Problem

Most Businesses Lose Time After the Phone Rings

Every call can create admin work. Staff need to write notes, update the CRM, send follow-up messages, notify the right person, book appointments and track missed opportunities. When this is done manually, leads get missed, customers wait longer and staff waste time on repetitive tasks.

Missed calls are not followed up quickly

Call notes are not added to the CRM

Quote requests sit in someone’s inbox

Staff forget to send follow-up SMS or emails

Managers lack visibility over call outcomes

Customer enquiries are not tracked properly

The Solution

Bluehubcloud Automations Turn Calls into Actions

With Bluehubcloud Automations, phone events and customer interactions can trigger practical workflows across your business systems. We design, build, and manage the automations so your team doesn’t need to become automation experts.

  1. 01
    Missed callSend SMSCreate CRM leadNotify staff
  2. 02
    Completed callCreate call summaryUpdate CRMEmail manager
  3. 03
    During a callCheck calendar availabilityBook appointment live
  4. 04
    Quote requestCollect detailsCreate taskNotify sales team
  5. 05
    Appointment requestCheck calendarSend confirmation
  6. 06
    Voicemail receivedTranscribeEmail summaryCreate follow-up task
  7. 07
    Abandoned queue callAlert teamSend customer follow-up

How it gets built

How a Bluehubcloud Automation gets built

In practice

From a phone event to a finished task, without anyone retyping it.

Every Bluehubcloud PBX call event – a call starting, ending, being missed, a voicemail landing, a queue call abandoned, an AI Call Assistant outcome – can be published the moment it happens through Event Publisher, the PBX’s webhook framework. A Bluehubcloud Automation is the workflow we build on that event: we scope the job with you, design the steps, connect the tools (your CRM, SMS from your business number, email, your calendar, or your own systems through the API), test it on real calls, and then run and monitor it for you. Where Business Insights is in place, its weekly report tells you which repetitive calls are worth automating next – so the list of workflows grows from evidence, not guesswork.

Key Automations

Practical workflows built around your phone system

The first automations most teams need are the ones that recover missed opportunities and remove repetitive admin.

AI Support Agent

Answers your customers’ how-do-I questions from your own knowledge base, around the clock. When it can’t, it logs a ticket, updates your CRM and emails your team. Part of AI Call Assistants, priced separately.

AI Receptionist

24/7 intelligent call answering. Handles FAQs, qualifies enquiries, books appointments and puts callers through to the right team. Part of AI Call Assistants, priced separately.

Appointment Booking

Customers book during a call or by SMS. Calendar sync and confirmations are included; SMS reminders can be added.

Quote Request Automation

Capture quote requirements, collect customer details, create CRM opportunities and alert your sales team instantly.

Lead Qualification

The assistant asks the qualifying questions you would ask, captures what your team needs to quote, and creates the contact tagged in your CRM.

SMS Campaign Automation

Automated SMS for reminders, follow-ups and promotions. Two-way messaging with CRM integration.

Automation Plans

Managed automation, quoted to your scope

Automations are separate from AI Call Assistants. Every build is designed, configured and managed by us, and quoted to your scope — so you know the price before anything is built.

Automation pricing is separate from AI Call Assistant pricing.

Bluehubcloud Automations — custom quote

Custom

Custom quote Quote

Priced to what you need, not to how big you are. Most teams start with one workflow and add more once they see what it saves.

  • Start with a single workflow
  • CRM sync — including systems we don’t integrate with out of the box
  • Booking and appointment workflows
  • Call events pushed to Zapier, n8n or your own tools
  • Scales to high-volume and multi-site when you get there
  • Custom dashboards and compliance requirements where they apply

Custom usage and overage rates

All prices in AUD, ex GST. Custom integrations quoted separately.

How It Works

How Bluehubcloud Automations Work

A simple managed process from connection to continuous improvement.

01

Connect

Step 1

We connect your Bluehubcloud phone system to the tools your business already uses.

02

Trigger

Step 2

When a call starts, during a live call, a missed call, voicemail, quote request or customer action occurs, it can trigger an automation.

03

Automate

Step 3

Bluehub sends the right information to the right place – CRM, SMS, email, calendar, reporting tool or staff notification.

04

Improve

Step 4

We review usage and refine workflows so the automation keeps improving over time.

Managed Automation Service

Why Choose Managed Automations?

Self-built workflows can be useful for technical teams, but most businesses do not want to design, test and maintain their own phone-system workflows. Bluehub provides managed automations built around your phone system, customer journey and business process.

FeatureSelf-built workflowsBluehubcloud Automations
Who builds the workflowsYou build the workflows yourselfBluehub designs and manages the workflows
Phone system contextPhone-system event logic can be complexBuilt around phone calls and customer interactions
Connected systemsYou need to understand APIs and webhooksConnected to CRM, SMS, email and calendars
Errors and failed runsYou manage errors and failed runsManaged support and monitoring
SupportSupport is your responsibilityManaged by Bluehub, with usage reporting
What you’re buyingAccess to a software toolPractical business outcomes, not just software access

FAQ

Bluehubcloud Automations Questions Answered

Are Bluehubcloud Automations included in the AI Call Assistant price?

No. AI Call Assistant pricing is based on AI voice minutes. Bluehubcloud Automations are separate, quoted to the workflows, integrations and monthly runs involved – you know the price before anything is built.

What can trigger an automation?

Any call event your Bluehubcloud PBX publishes: a call starting, something happening during a live call, a completed call, a missed call, a voicemail, an abandoned queue call, a quote request captured on the phone, or an outcome from your AI Call Assistant.

Which tools can it connect to?

Your CRM (Salesforce, HubSpot, Zoho, Zendesk, Microsoft Dynamics, Pipedrive and more – and systems we don’t integrate with out of the box, through their API), SMS from your business number, email, your calendar, reporting tools, and automation platforms such as n8n and Zapier or your own endpoint.

Is this the same as Event Publisher?

Event Publisher is the PBX feature that sends call events out as webhooks – it is included with Bluehubcloud PBX, and technical teams can use it directly with n8n, Zapier or their own code. Bluehubcloud Automations is the managed service: we design, build, run and monitor the workflows on top of those events for you.

What is a workflow run?

One run of an automation from trigger to finish. If a missed call triggers an SMS, creates a CRM lead and notifies staff, that is one run. Runs are monitored, and failed runs are ours to fix.

Does it work with the AI Call Assistant?

Yes. What the assistant captures on a call – a booking, a qualified lead, a support ticket – can trigger the follow-up: CRM record, SMS confirmation, calendar entry, staff notification.

How do we know what to automate?

Start with the call that costs you most – usually the missed call. If you have Business Insights, its weekly report lists the repetitive calls it thinks an automation or an AI Call Assistant could take on, with an idea of the time involved.

Do I need to manage the automations myself?

No. We design, configure, run and monitor the workflows for you, and review them so they keep improving.

Can I start small?

Yes. Most teams start with one workflow – missed call → SMS → CRM lead → notify staff – and add more once they see what it saves.

Where do the automations run?

On Australian-hosted infrastructure, connected to your Bluehubcloud PBX. Your call data stays on the PBX; the workflow carries only what each step needs.

Ready to Automate Your Follow-Up?

Start with one simple workflow or build a complete phone-system automation layer for your business.