Workflows & Automation
Automate the repetitive tasks that slow your business down. Create visual workflows that trigger actions based on events—new leads, form submissions, project updates, or scheduled times. Connect your tools and let automation do the heavy lifting.
Challenges We Solve
Transforming complex problems into seamless automated workflows.
Manual processes that should be automated
Every day, your team performs the same repetitive tasks: sending follow-up emails, updating spreadsheets, assigning leads. These manual processes waste hours and introduce errors.
- Visual workflow builder—no coding required
- Event-based triggers for instant automation
- Connect actions across your entire portal
Key Features
Powerful tools built specifically to accelerate your growth.
Visual Workflow Builder
What this means for you: Complex business logic automated without writing a single line of code.
Design automation flows with a drag-and-drop canvas. Set triggers, conditions, and actions to create powerful automations in minutes.
- Intuitive drag-and-drop interface
- Conditional logic and branching
- Pre-built templates for common workflows
Reclaim hours every week with automation
Every automated workflow is a task your team never has to do manually again. The time savings compound as you add more automations.
- Automate lead assignment and follow-ups
- Trigger notifications based on project status changes
- Schedule recurring reports and data exports
- Chain multiple actions into complex workflows
Real-World Scenarios
Automated lead nurturing
"A new lead fills in your contact form. The workflow automatically creates a CRM record, sends a welcome email, assigns the lead to a sales rep, and schedules a follow-up task for 3 days later."
Outcome: No lead falls through the cracks, and your team focuses on closing rather than admin.
"We automated our entire lead follow-up process. What used to take our team 3 hours a day now happens automatically in the background."
Rachel Mwangi
Operations Lead, Mwangi & Partners
Got Questions?
Everything you need to know about the product and billing.
How many workflows can I create?
The number of active workflows depends on your plan tier. Starter plans include 5 active workflows, Professional includes 25, and Enterprise is unlimited.
Can workflows connect to external tools?
Yes. Workflows can trigger webhook calls to external services, send emails via Resend, and interact with connected platforms like Meta, Google, and Twilio.