Workflow Automation

Workflow Automation lets you create automated sequences that run when specific events occur. Save time, reduce manual work, and ensure every lead and customer gets the right attention.

Workflow Builder Overview

The Workflow Builder is a visual tool for creating automations. You can:

  • Drag and drop triggers, conditions, and actions
  • Create complex multi-step sequences
  • Add conditional branching (if/else logic)
  • Set delays between actions
  • Test workflows before activating them
  • Monitor workflow performance and history

Automation Benefits

Save Time

Automate repetitive tasks like sending follow-ups, reminders, and confirmations.

Never Miss a Lead

Every lead automatically receives a response and follow-up sequence.

Reduce No-Shows

Automated reminder sequences dramatically reduce missed appointments.

Increase Revenue

Follow-up sequences, win-back campaigns, and cross-sell automations drive growth.

How Workflows Work

1

Choose a Trigger

Select an event that starts the workflow (e.g., Lead Created, Appointment Booked).

2

Add Conditions (Optional)

Set conditions that must be met for the workflow to run (e.g., lead score > 50).

3

Add Actions

Define what happens when the workflow runs (send email, create task, update customer, etc.).

4

Activate

Activate the workflow. It will run automatically whenever the trigger event occurs.

Getting Started

Start with the pre-built templates and customize them for your business:

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Revenue Forecasting

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Triggers