Workflows

Automate everything

Build custom automated workflows with our visual builder. Connect actions, set conditions, and streamline your processes.

Key Capabilities

Powerful tools to automate your business processes.

Visual Builder

Drag-and-drop workflow builder—no coding required. Create complex automations visually.

Trigger Events

Start workflows based on any event: new lead, deal stage change, time-based, and more.

Scheduled Actions

Schedule actions for specific times or after delays. Perfect for follow-up sequences.

Notifications

Send alerts via email, SMS, Slack, or in-app notifications at any workflow step.

Multi-step Logic

Add conditions, branches, and loops to create sophisticated business logic.

Templates

Start with pre-built workflow templates for common use cases and customize as needed.

Ready to automate?

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