Sarva Automation
Early accessAutomate work across your entire stack.
Workflows that start in one product and finish in four others — because the records they act on are already shared.
Cross-product work, without an integration project.
Both of these touch four or five products. Neither needs a connector, a sync schedule or a field-mapping exercise.
A new high-value lead arrives
- TriggerMarketing
New high-value lead
Form submitted with company size above threshold
- ActionData
Enrich and resolve identity
Match against existing accounts before creating a record
- ActionCRM
Assign sales owner
By territory and current load
- ActionService
Send WhatsApp introduction
From the owner's number, within business hours
- ApprovalAutomation
Hold for approval above ₹10L
Routed to the regional manager with full context
- ActionMarketing
Add to onboarding journey
Exits automatically once an opportunity is created
An account starts showing intent
- TriggerData
Pricing page viewed 3×
Within a rolling 7-day window, matched to a known account
- ConditionData
Intent score > 80
Otherwise: hold and re-evaluate in 48 hours
- ActionCRM
Create sales task
Assigned to the account owner, due same day
- ActionService
Notify account owner
With open tickets and last invoice attached
- ActionMarketing
Send personalised message
Template selected from the products viewed
- ActionData
Add to high-intent audience
Membership expires after 30 days of inactivity
Four pieces, arranged however the process needs.
Triggers
Something happened.
- Record created or changed
- Behavioural event
- Schedule
- Incoming webhook
- Form submission
Conditions
Decide what applies.
- Field comparisons
- Branching
- Segment membership
- Time windows
- Value thresholds
Actions
Change something.
- Create or update records
- Assign an owner
- Send a message
- Call a webhook
- Add to an audience
People
Where judgement is needed.
- Approval steps
- Human-in-the-loop
- Escalation
- Notifications
- Audit trail
What is in Sarva Automation.
Design
- Visual workflows
- Versions
- Test runs
- Templates
Scheduling
- Scheduled workflows
- Delays
- Business hours
- Retries
Reach
- Cross-product automation
- Webhooks
- API actions
- Notifications
Oversight
- Approval flows
- Run history
- Error handling
- Audit trail
What Sarva Automation shares with the rest of SarvaSuite.
These are not integrations you configure. They are the same records, read from different products.
What people use it for
Discount approvals sit in an inbox for two days.
The approval is a step in the workflow, with the order context attached and a record of the decision.
Inbound leads wait until someone notices them.
Enrichment, assignment and first contact happen within minutes of the form submission.
Overdue invoices are chased when somebody remembers.
Reminders escalate on a schedule, and stop as soon as the payment is recorded.
Works with the tools around it.
Webhooks
Send and receive events
APIs
Act on external systems
Notifications and sends
Messaging
WhatsApp and team chat
Start with Sarva Automation. Add the rest when you need it.
Tell us what your team is doing manually today and we will show you where in the suite it belongs.