Automation · Workflows
Automations that run while you sleep
Pick a trigger, add conditions and chain any of 26 actions on a visual canvas. No glue tools, no broken zaps.
26
built-in actions to chain
24/7
follow-up, including 11 p.m. leads
0
glue tools to maintain
Illustrative
How it works
- 1
Turn it on
Open Workflows from the sidebar — it’s already included in your workspace.
- 2
Make it yours
Set it up with your own details, fields, templates or staff in a few minutes.
- 3
Let it run
Connect a workflow so it works for you around the clock, even at 11 p.m.
What Workflows does
Triggers from every module
Start on a new lead, a new WhatsApp API lead, a tag, a pipeline stage, a form submission or an appointment.
26 built-in actions
Tag, update CRM, assign to staff or an AI agent, send WhatsApp or email, grant course access, call a webhook and more.
Delays and conditions
Wait minutes or days, evaluate a condition, and branch the path.
Chain automations
Execute or remove other automations, or exit cleanly when a goal is met.
Triggers from every module
Try it here — no login
A small, working sandbox of the real thing.
Actions — drag or click
Drop up to four actions here
Works with
Workflow triggers
New lead · New WhatsApp API lead · Tag added · Pipeline stage changed · Form submitted · Appointment booked or updated
Workflow actions
Add tag · Remove tag · Add / update CRM · Change lead quality · Convert lead to customer · Add to contact group · Assign to staff · Assign to AI agent · Change appointment status · Grant course access · Revoke course access · Grant community access · Revoke community access · Send WhatsApp message · Send email · Internal notification · Webhook · Advanced webhook · Delay · Evaluate condition · Execute automation · Remove automation · Exit
Plans and limits
| Basic | Pro | Growth | |
|---|---|---|---|
| Workflows | |||
| Contacts | 2,000 | 10,000 | 50,000 |
| Staff seats | 5 | 20 | 40 |
| Emails / month | 5,000 | 25,000 | 1,00,000 |
Roadmap: SMS, Instagram DM and comment replies, and Meta CAPI actions are on the roadmap. See roadmap
Workflows questions
Yes. “Assign to AI agent” is one of the 26 actions, alongside “Assign to staff”.