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.