Workflow Automation Engine

If This, Then Everything

Automation Without Limits

Build multi-step automations that connect every tool in your stack. From lead assignment to deal progression, your workflows run 24/7 so your team can focus on selling instead of managing processes.

22 Triggers40 ActionsVisual BuilderIf/Else BranchingDelays & TimersVariablesAuto-SaveUndo/Redo

Eliminate manual busywork

Automate lead routing, follow-ups, task creation, and data updates so reps spend time closing instead of clicking.

Logic that adapts

If/else branches, variables, and conditional waits let your workflows respond differently based on contact behavior and deal stage.

Full execution visibility

Monitor every workflow run in real time, trace failures to the exact step, and replay executions to debug without guessing.

Automation toolkit

Everything you need to automate any process

Lead Nurture Flow
T
New Lead
trigger
A
Send Welcome Email
action
W
Wait 2 Days
delay
?
Check: Opened Email?
condition
A
Assign to Sales Rep
action

Visual Canvas Editor

Drag and drop nodes on an infinite canvas to build workflows visually. Connect triggers to actions with a click and see the full logic at a glance.

Smart Routing
Enterprise lead
Route to senior AE
Existing customer
Route to CSM
Inbound call
Round robin

Triggers (22 types)

Start workflows from contact updates, form submissions, calendar events, pipeline changes, task completions, and more.

Sales Pipeline
Lead
12 deals
$5K
$8K
$3K
Qualified
8 deals
$15K
$12K
Proposal
5 deals
$25K
Won
3 deals
$40K

Actions (40 types)

Send emails, assign tasks, update fields, move deals, create contacts, fire webhooks, and chain unlimited steps together.

Sales Performance
+23% this week
Mon
Tue
Wed
Thu
Fri
Sat
Sun

If/Else Conditions

Branch your workflow based on contact properties, engagement scores, deal values, or any custom field to handle every scenario.

CRM Sync
Live
Call logged
Maria Chen
Just now
Note added
James Wilson
2m ago
Recording saved
Lisa Park
5m ago

Delays & Timers

Wait for a set duration, pause until a specific date, or hold until a condition is met before executing the next step.

Team Tasks
Follow up with Acme Corp
Today
AK
Prepare quarterly deck
Tomorrow
SM
Update CRM records
Jun 12
DR

Execution Monitoring

Track every workflow run with step-by-step logs, error alerts, and retry controls so you always know what happened and why.

Lead Nurture Flow
T
New Lead
trigger
A
Send Welcome Email
action
W
Wait 2 Days
delay
?
Check: Opened Email?
condition
A
Assign to Sales Rep
action

Workflow Builder

Design complex automations without writing a single line of code

The visual canvas editor gives you an infinite workspace to map out multi-step processes. Drag triggers, actions, and conditions into place, connect them with a click, and watch your automation come to life with real-time validation and auto-save.

Learn more about Workflow Builder
Smart Routing
Enterprise lead
Route to senior AE
Existing customer
Route to CSM
Inbound call
Round robin

Automation Rules

22 triggers and 40 actions that cover every use case

From contact creation to deal closure, every meaningful event in your CRM can kick off an automated sequence. Combine triggers with conditional logic and dozens of actions to build workflows that handle lead routing, follow-up sequences, task assignment, and pipeline management automatically.

Learn more about Automation Rules

Automate everything

Run Your Business on Autopilot.

Build workflows that handle the repetitive work so your team can focus on what actually moves the needle.