Visual rule builder
No-code interface. Pick a trigger from a dropdown, add point-and-click conditions with AND/OR logic, and chain actions in a visual canvas.
The rules engine
Build it once. Run it forever.
A visual rules engine for agents and ISOs — conditional logic, lead rotation, ticket routing, and triggered actions across every part of the platform.
Rule editor · High-risk routing
ActiveWhen·
New application is submitted
Trigger: application.created
If·
risk_score≥75- And
mccin5812, 5813, 7995
Then·
- Assign to Senior Underwriting
- Notify
#risk-escalationson Slack - Hold application until manual review
Recently fired · today
High-risk → Senior underwriter
12×2m ago
Lead rotation · West territory
87×4m ago
Document expiring · 30 days
6×11m ago
Approval → Documenso request
23×14m ago
1,284 rule fires today
47 active rules
<80ms avg eval time
Why automate
More merchants should not mean more headcount.
Growth creates operational tax — leads to assign, tickets to triage, statuses to update. Pulse's rules engine lets agents and ISOs define workflows once and run them across the platform — feeding sales routing and support triage without a single repetitive click.
What's inside
A complete rule-driven backbone.
Conditional branching
If/then logic for sophisticated workflows: route by risk, auto-assign by territory, fire different sequences per merchant type — all in one rule.
Lead rotation
Round-robin, weighted, territory, or capacity-based distribution. Every new lead lands with the right rep without manual assignment.
Ticket routing
Auto-triage tickets by category, priority, merchant tier, or custom criteria. Right person gets the issue without a triage meeting.
Triggered actions
Send notifications, update statuses, create tasks, assign owners, fire webhooks. Eliminate the repetitive work that drowns ops teams.
Smart alerts
Notify managers when high-value leads land, alert underwriting on pending reviews, escalate stale tickets — all rule-driven.
In the wild
Eight rules ISOs run on day one.
Route leads by territory + rep capacity
Send high-risk apps to senior underwriters
Email follow-up when application stalls 48h
Open ticket on document near expiration
Escalate tickets approaching SLA
Notify on daily volume spikes
Update lead status from engagement
Fire webhook on every status change
How it works
Trigger, condition, action — in five steps.
- Step 1
Trigger
Lead created, ticket submitted, application status change, document uploaded — pick any platform event.
- Step 2
Conditions
Stack AND/OR conditions on any field — source, territory, score, MCC, priority, processor.
- Step 3
Actions
Assign, notify, route, update, create tasks, or fire webhooks. Mix-and-match in any order.
- Step 4
Test
Preview against historical records. Validate before going live — no surprises in production.
- Step 5
Monitor
Activity log shows every fire and outcome. Iterate based on what actually happens.
No-code, no developer needed.
Triggers from a dropdown, conditions in plain English, actions chosen from a built-in library. Versioning lets you roll back. Plain-language summaries let anyone audit the rule.
Cross-platform by default.
One rule can span leads, tickets, onboarding, and underwriting. When a high-risk app fires, simultaneously notify underwriting, open an investigation ticket, and pause boarding — without juggling three tools.
Outcomes
Less manual work. More throughput. Same team.
Eliminate manual work
Repetitive tasks run themselves. The team focuses on closing, not shuffling data.
Consistent processes
Every record follows the same path every time — no more tribal-knowledge ops.
Faster response
Leads and tickets land in front of the right person instantly, not after triage.
Scale without hiring
2× the volume on the same team. Automation handles the operational tax of growth.
Who it's for
Built for the team that keeps everything moving.
- Agents and ISOs that have outgrown manual lead assignment and ticket triage
- Sales managers who want fair, rules-based lead distribution across territories
- Operations teams handling repetitive status updates, notifications, and data entry
- Organizations managing multiple processors with different routing requirements
- Growing offices that need 2× volume capacity without 2× the headcount
Related
Where this connects.
Closed release · now taking applications
Stop chasing residuals in spreadsheets.
Boarding in minutes. Residuals that reconcile themselves. A platform that actually understands the way your team operates.
Invite-only cohort · Hand-picked for the closed release
PCI DSS compliantSOC 2 Type II99.9% uptimeMulti-processor