Workflow Automation

Automate Repetitive Tasks and Scale Your Business

Build powerful multi-channel automations that work 24/7. From lead nurturing to customer onboarding, create workflows that save hours every week and never miss a beat.

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Trusted by 2,000+ businesses automating their workflows

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Workflow Triggered
Email Sent
Lead Tagged
50+
Hours Saved Weekly
100+
Trigger Types
1M+
Automations Run
24/7
Always Running
Powerful Features

Everything You Need to Automate Your Business

Build sophisticated workflows with our intuitive drag-and-drop builder. No coding required.

Visual Workflow Builder

Drag-and-drop interface to create complex automations without writing a single line of code.

  • Intuitive drag-and-drop canvas
  • Conditional branching logic
  • Pre-built workflow templates
  • Real-time workflow preview

Smart Triggers

Start workflows based on any event — form submissions, purchases, appointments, or custom triggers.

  • 100+ trigger types available
  • Time-based scheduling
  • Event-based automation
  • Webhook integrations

Multi-Channel Actions

Send emails, SMS, voicemails, and more — all from a single workflow with personalized content.

  • Email campaigns
  • SMS & MMS messaging
  • Voicemail drops
  • Push notifications

Conditional Logic

Create if/then branches to personalize the customer journey based on behavior and data.

  • If/then branching
  • Wait conditions
  • Goal-based exits
  • A/B split testing
Use Cases

Automate Any Business Process

From lead nurturing to customer retention, see what's possible with workflow automation.

Sales

Lead Nurturing

Automatically follow up with new leads through personalized email and SMS sequences that convert.

  • Speed-to-lead automation
  • Drip campaigns
  • Lead scoring updates
  • Hot lead notifications
Appointments

Booking Reminders

Reduce no-shows with automated appointment reminders via SMS, email, and voice.

  • Multi-channel reminders
  • Confirmation requests
  • Rescheduling options
  • No-show follow-ups
E-commerce

Cart Abandonment

Recover lost sales with automated cart abandonment sequences that bring customers back.

  • Abandoned cart emails
  • Discount code triggers
  • Product recommendations
  • Urgency messaging
Onboarding

Client Onboarding

Welcome new clients with automated onboarding sequences that set expectations and build relationships.

  • Welcome sequences
  • Document collection
  • Training delivery
  • Check-in reminders
Reviews

Review Requests

Automatically request reviews from satisfied customers at the perfect moment.

  • Timed review requests
  • Multi-platform support
  • Sentiment filtering
  • Thank you follow-ups
Retention

Re-engagement

Win back inactive contacts with targeted re-engagement campaigns that reignite interest.

  • Inactivity triggers
  • Win-back campaigns
  • Special offers
  • Feedback requests
How It Works

Build Your First Workflow in Minutes

Our intuitive builder makes it easy to create powerful automations without any technical skills.

01

Choose a Trigger

Select what starts your workflow — a form submission, tag added, appointment booked, or any other event.

100+ trigger options Custom webhooks
02

Add Actions

Drag and drop actions like sending emails, SMS, updating records, or waiting for conditions.

Multi-channel messaging CRM updates
03

Set Conditions

Add if/then logic to personalize the journey based on contact data and behavior.

Smart branching A/B testing
04

Activate & Monitor

Turn on your workflow and watch it run 24/7. Track performance with detailed analytics.

Real-time tracking Performance reports
Interactive Demo

See Workflows in Action

Watch how a simple workflow automates lead follow-up, sends personalized messages, and updates your CRM — all without lifting a finger.

No coding required
Works while you sleep
Unlimited workflows
Pre-built templates

Lead Nurture Workflow

Active · Running

Trigger

Form Submitted

Waiting
Action

Send Welcome Email

Waiting
Wait

Wait 1 Day

Waiting
Action

Send SMS Follow-up

Waiting
Condition

Email Opened?

Waiting
Action

Tag as "Engaged"

Waiting
Activity Log

Click "Run Workflow Demo" to see how automation works step by step.

Integrations

Connect Your Favorite Tools

Workflow automation works seamlessly with the tools you already use.

Google
Facebook
Slack
Zoom
Stripe
PayPal
Calendly
Mailchimp

Plus 1000+ more integrations via Zapier and native API

FAQ

Questions About Workflow Automation?

Do I need coding skills to build workflows?

Not at all! Our visual drag-and-drop builder is designed for non-technical users. Simply drag triggers and actions onto the canvas, connect them, and your workflow is ready to go.

How many workflows can I create?

You can create unlimited workflows on all our plans. There's no limit to how many automations you can build and run simultaneously.

Can workflows send messages to multiple channels?

Yes! A single workflow can send emails, SMS, voicemails, push notifications, and more. You can also add delays and conditions between each action.

Are there pre-built workflow templates?

Absolutely! We offer dozens of pre-built templates for common use cases like lead nurturing, appointment reminders, cart abandonment, and more. Just customize and activate.

Can I test workflows before activating them?

Yes! You can test any workflow with sample data before going live. Our test mode lets you verify every step works correctly without affecting real contacts.

How do I track workflow performance?

Every workflow comes with detailed analytics showing how many contacts entered, completed each step, and achieved your goals. You can also track email opens, clicks, and conversions.

Ready to Automate Your Business?

Start building powerful workflows today. Save hours every week and never miss a follow-up again.

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