Automate the work
that slows your team down.
Every manual step in your process — updating a record, sending a follow-up, researching a contact, routing a deal — can be a workflow. Build it once. It runs every time the trigger fires.
Any trigger · Any action · No code required
If your team does it manually today,
a workflow can run it tomorrow.
Workflows replace the repetitive steps that eat into your team's time — routing, updating, researching, notifying, enrolling. Build them once. They run on every trigger, for every record, without supervision.
React to anything in
your pipeline.
Workflows can respond to CRM events, run on a schedule, fire from a form submission, or accept an external webhook. Pick the trigger that fits your process.
Record created
Run when any CRM record is added — contact, company, deal, or any custom object you've defined.
Record updated
Fire when a specific field changes — deal stage moves, score updates, owner is reassigned.
Scheduled
Run on a cadence — daily, weekly, hourly, or a custom cron expression. Good for recurring data jobs and digests.
Form submitted
Trigger from any form submission — inbound leads, contact requests, event sign-ups.
Webhook
Accept an HTTP POST from any external system — Stripe, your own app, or anything that can hit an endpoint.
Manual
Run on demand from a contact or deal record. One-click automations your team triggers when they need them.
CRM. Email. Research. Content.
All in one automation.
Every step in a workflow is an action. Connect CRM writes to email sends to AI research to external API calls — all in a single flow, running automatically whenever the trigger fires.
Read from and write to any CRM object — contacts, companies, deals, or your custom objects.
Send automated emails, enrol contacts into outreach sequences, or call any external API.
Run AI-powered research, prospecting, and writing as steps inside any workflow — triggered automatically.
Generate and validate content as part of any workflow — social posts, images, fact-checked copy.
Branch. Loop. Route.
Real logic. No code.
Workflows aren't just linear steps. Add conditions to branch on field values, switches to route contacts to different paths, and iterators to process every item in a result set. Full automation logic — configured visually.
If/else split. Set conditions on any CRM field — the workflow takes the Yes or No path.
Multi-path routing. Named cases each with their own conditions and their own branch of the workflow.
Loop over arrays — process each prospect found, each record returned, each idea generated, one at a time.
Pause the workflow for a set period before continuing to the next step.
Every manual step
is a workflow waiting to be built.
Trigger on any CRM event, schedule, form, or webhook. Run actions across your data, email, AI, and external tools. Handle every case with branches, switches, and loops.