Automations

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Visual workflow builder with smart triggers, action chains, and full run history. Every business event can trigger emails, tasks, Slack, documents, and more.

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Live in the platform · Automations
From the Help Center

Everything You Need to Automate Your Business

Watch short walkthroughs and step-by-step guides, straight from our Help Center.

Automations · 1:10

How to Set Up Auto Queues

Build timed, multi-step sequences in Auto Queues — set the timing once and every enrolled contact moves through on their own.

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Automation Questions

Everything You Need To Know

Click 'New Automation', give it a name and description, choose a trigger type, then add actions in sequence. Each action has its own configuration: email templates, task details, Slack channels, etc.
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