Build workflows visually
Arrange steps on a canvas, move, duplicate or disable them, add notes and undo changes as you work.
Automation
Automate your workand follow-ups
Turn a new inquiry, booking or paid invoice into an automatic follow-up. Connect messages, customer updates and team tasks in visual workflows. Choose the conditions and timing, test each path and activate the workflow to keep your business processes moving.
Workflow builder
Arrange your workflow steps on a visual canvas
Choose what should happen after a customer gets in touch. Add a trigger, then arrange messages, waits and actions on one canvas. Move, duplicate or disable steps and adjust their settings. Save your draft as you work, with the full sequence visible as you add branches.
Made for
Business owners, marketing teams and sales teams automating recurring processes.
What you get
A visual builder with automatic layout, step summaries, editing, duplication and disabling, plus notes, undo, redo and saved drafts.
Why it matters
Review the customer journey in one place and see where follow-up starts, what happens next and who is responsible.
Workflow triggers
Start workflows when your chosen events occur
Start a workflow when someone submits a form, a customer record is added, an appointment is booked or an invoice is paid. Choose the event and set its entry conditions. Add several triggers to the same workflow when different events should lead to the same follow-up.
Made for
Businesses that want inquiries, bookings and payments to trigger a defined follow-up.
What you get
Triggers for forms, customers, tags, fields, bookings, invoices, messages and tasks, plus birthdays and schedules.
Why it matters
Connect follow-up to events in your business and control which customers enter each workflow.
Messages & follow-up
Personalize follow-up messages and send them automatically
Send a welcome after an inquiry, explain the next step or thank a customer after payment. Start with a template or write your message, personalize it with customer data and choose when the workflow sends it. Then add a wait, a team action or separate paths based on whether the customer replies.
Made for
Customer-facing teams, creators and service businesses that need consistent follow-up.
What you get
Email and Messenger actions, templates, custom messages, customer-data variables, message previews and waits for replies.
Why it matters
Prepare each message together with the next action, so every follow-up has a clear purpose in the customer journey.
Customers & team
Update customer records and assign tasks automatically
Update customer fields, add tags and notes, and assign customers to the right teammate as the workflow runs. Create follow-up tasks with owners and due dates, or notify a team member. When payment is part of the process, add a step to send an invoice from a template.
Made for
Sales teams, service businesses and agencies coordinating customer follow-up and team responsibilities.
What you get
Automatic updates to customer fields, tags and notes, customer assignment, task creation, team notifications and invoices sent from templates.
Why it matters
Keep customer information current and make the next action clear to the person responsible for it.
Conditions & timing
Set customer paths and follow-up timing
Choose each customer’s path using their fields, tags or source, and define a fallback when no condition matches. Wait for a set duration, a specific time or a reply, with separate paths for replies and timeouts. Set business hours, time zones and re-entry rules to control when and how often the workflow runs for each customer.
Made for
Businesses that tailor follow-up to customer details and responses while controlling timing and repetition.
What you get
Conditions checked in order, a fallback path, waits in minutes, hours or days, reply and timeout branches, business hours, time zones and re-entry rules.
Why it matters
Give each customer a relevant next step and control when the workflow continues, waits or stops after a reply.
Testing & control
Test your workflow before activating it
Check for missing triggers, empty messages or tasks without titles, then open each flagged step to complete its settings. Test the workflow with sample customer data to see which branch applies and what happens next. Save your workflow, activate it for real customer events and pause it whenever you need to.
Made for
Teams that want to check conditions, messages and actions before activating a workflow.
What you get
Configuration checks, incomplete-step warnings, tests with sample customer data, saved drafts, activation and pause controls.
Why it matters
Resolve missing settings and understand each branch before your workflow starts acting on customer events.
AUTOMATION FEATURES
Everything you need to automate follow-ups and business processes
Connect customer events, messages and team actions in one workflow. Control the conditions and timing, test the result and activate your automation.
Start from multiple events
Add several triggers to the same workflow and set the entry conditions for each one.
Personalize messages with customer data
Insert the customer’s name and other record values into your messages, then preview the result before activating the workflow.
Update customer records automatically
Update fields, add tags and record notes as customers progress through the workflow.
Assign tasks and notify your team
Create a task with an owner and due date, assign a customer to a teammate or send an internal notification.
Send invoices from your workflows
Choose an invoice template and set a due date so invoicing becomes part of your automated process.
Branch workflows with conditions
Choose a path based on customer fields and tags, with a fallback for customers who do not match the conditions.
Set wait times and reply deadlines
Wait for a set duration, a specific time or a reply within a deadline, then continue along the appropriate path.
Schedule around business hours
Set waits and business hours, and use the account or customer time zone to control follow-up timing.
Control re-entry and stop on reply
Define when a customer can enter the workflow again and whether follow-up stops when they reply.
Test workflows with sample data
Follow a sample customer’s path and check incomplete settings in a simulation that leaves real customer records unchanged.
Draft workflows with AI
Describe your goal to generate a workflow draft, then review and refine its triggers, conditions, messages and actions before activation.