6 hrs
saved per team member per week by automating routine workflows.
Source — McKinsey Automation Report
Workflow Automation
Stop doing busywork. Start running on autopilot.
Build trigger-based workflows that handle the 10,000 small things your team does every month — routing leads, sending follow-ups, assigning tasks, and chasing payments. All without writing a single line of code.
- 50+ pre-built triggers
- 6,000+ app integrations
- No-code workflow builder
New Lead · Welcome Flow
5 nodes · running 247 times/mo
Active
Trigger
New lead captured
When
Action
Send welcome SMS
Do
Delay
Wait 1 day
Wait
Action
Add to email sequence
Do
Action
Assign to rep
Do
This month
247 executions · 0 failures
+12%
Workflow live
6 hrs saved/week
Why Automate
If you're doing it twice, it should be automatic.
The most profitable service businesses aren't working harder — they're running workflows that handle the busywork for them.
45%
fewer dropped tasks when workflows handle routing and reminders.
Source — Asana Work Innovation
70%
of routine admin work is automatable with current workflow tools.
Source — McKinsey Global Institute
Automation Features
Every workflow your team does manually — automated.
A complete automation engine built into your CRM. No Zapier gymnastics. No glue code. Just workflows that actually ship.
Flagship · Workflow EngineTrigger-Based Workflows
Build multi-step workflows from 50+ triggers (form submission, quote sent, payment received, missed call) and unlimited actions — SMS, email, task assignments, status changes, Slack pings, and custom webhooks.
- 50+ pre-built triggers
- Unlimited action chains
- Delay & schedule steps
- Conditional branching
- Custom webhook support
CommunicateSMS + Email Automation
Fire texts and emails from any workflow step — trigger-based, personalized, and tracked with open and reply rates.
- Two-way SMS
- Branded email templates
- Merge-field personalization
- Opt-out compliance built in
AssignInternal Task Assignments
Auto-create internal tasks when a workflow fires — route to the right rep, set SLAs, and ping the team when something's stuck.
- Auto-route to rep
- Due dates & SLA timers
- Slack & email alerts
- Escalation rules
Follow UpFollow-up Sequences
Schedule multi-touch nurture — email Day 1, SMS Day 3, call task Day 7 — with exits when the contact replies or books.
- Multi-channel cadences
- Auto-exit on reply
- Pause on weekends
- Per-rep personalization
IntegrateIntegration Hub
Native connectors to Google, Outlook, Stripe, Slack, Facebook, and 6,000+ tools via Zapier/Make. Webhooks in and out for custom setups.
- Native integrations
- Zapier + Make bridges
- Custom webhooks
- REST API access
ApproveApproval Chains
Route quotes over $X, refunds, and sensitive emails through a manager before they go live — approve in-app or by one-click SMS.
- Rule-based routing
- SMS one-click approve
- Multi-level chains
- Audit log per approval
Real Automation Recipes
Three workflows we set up for almost every client.
You don't start from scratch. You start from what's already working — and tune it to your business.
Lead Rescue
Missed call → Auto text-back
The #1 most-requested workflow. Turns missed calls into booked jobs.
Trigger
Missed call on business line
Action
Send SMS: 'Sorry we missed you — what's going on?'
Delay
If no reply in 2 min
Action
Assign callback task to on-duty rep
~47% of missed calls convert
Proposal Close
Quote sent → 3-step follow-up
Three emails spaced over a week — with an exit if the quote is signed.
Trigger
Proposal sent to contact
Delay
Wait 3 days
Action
Email: 'Any questions on your quote?'
Delay
Wait 4 more days (exit on sign)
Action
Email: final reminder + testimonial
+31% close rate on stale quotes
Post-Job Delight
Payment received → Thank-you + review
Auto-thank the customer, then ask for a Google review the next day.
Trigger
Invoice marked Paid
Action
Send SMS: 'Thanks {{first_name}}! 🙏'
Delay
Wait 24 hours
Action
Send Google review request SMS
Action
Tag contact: Promoter · Reviewed
~6× more 5-star reviews
FAQ
Workflow automation, explained simply.
Common questions we get from ops-minded owners ready to stop doing the same thing 40 times a week.
Any repetitive workflow: when X happens, do Y. Examples — a missed call triggers an auto text-back, a quote sent triggers a 3-email follow-up sequence, a payment received triggers a thank-you SMS + review request, a new lead triggers a Slack ping to the right rep. The library has 50+ pre-built triggers plus custom webhook support.
No. The workflow builder is drag-and-drop with plain-English triggers and actions. We also set up the first 3–5 automations for you during onboarding, based on your actual business flow.
Yes. 'External' actions talk to the customer (email, SMS, invoice, booking reminder). 'Internal' actions happen on your team's side (create a task, assign to a rep, update pipeline stage, ping a Slack channel). Most real workflows mix both — e.g. quote sent → email client AND assign a 3-day follow-up task to the rep.
Native: Google Calendar, Outlook, Stripe, Gmail, Facebook Lead Ads, Google Lead Forms, Twilio SMS, Slack. Via Zapier/Make: 6,000+ tools. Via webhooks: anything with an API. Custom integrations available on request.
Yes. Require a manager to approve before a quote over $X goes out, before a refund processes, or before a marketing email sends. Approvals happen in-app or by SMS/email one-click approve.
Every workflow has an execution log — what fired, when, who it affected, and whether it succeeded. Plus a dashboard that shows the aggregate: how many missed-call text-backs sent this month, how many tasks auto-assigned, how many hours the team saved.
Want us to audit your current workflows?Book a workflow audit
Turn the busywork into background noise.
Book a free workflow audit. We'll map your current manual steps and show you exactly which 3 to automate first for the biggest time savings.