Visual workflow builder with smart triggers, action chains, and full run history. Every business event can trigger emails, tasks, Slack, documents, and more.
Visual builder, smart triggers, action library, and full audit trail.
See all your automations in a searchable list with name, trigger type, enabled status, and last run. Filter by trigger type: stage changed, form submitted, email received, call analysed. Enable or disable any automation with one click.
Each automation has a trigger at the top and a chain of actions below. Pick your trigger: deal moves stage, form submitted, email received, call transcribed. Then add actions in sequence: send email, create tasks, notify Slack, generate a document, create an invoice. The whole chain runs automatically.
Send personalised emails with merge fields. Create tasks with due dates. Notify your team on Slack. Send SMS messages. Generate documents from templates. Create invoices. Send for e-signing. Move deals between stages. Chain as many actions as you need: they run in sequence.
Every automation run is logged with status, timestamp, and trigger data. See which automations fired, which succeeded, and which failed. Debug issues instantly. Filter by date, status, or automation. Full transparency: nothing runs in the dark.
Stage changed: fire when a deal moves. Form submitted: fire when a client fills in a form. Email received: fire on inbound email. Call analysed: fire after a voice call. SMS received, checkout completed, Meta lead ad, TrustPager signup. Every business event can trigger a workflow.
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