Workflow automation software
Keep the next step moving after the form, booking or payment.
Workflow automation software connects a business event to the actions that should follow. Build a visual flow to tag a new lead, create a pipeline ticket, notify the team and send a follow-up without repeating those steps by hand.
Start with a real event
Choose a form submission, ticket update, payment or appointment as the trigger. Narrow the trigger to the form or product that matters so each workflow has a clear purpose.
Control the path and timing
Branch on lead data, add a delay or wait for an event. Use lead variables in email, notifications and ticket titles to keep the next action relevant to the person.
Inspect the run when something stalls
Open run history to see the status of each step, including delays that are still waiting. Duplicate a working flow or organize related automations into folders.
See how it works in your workspace
Read the setup guide for configuration steps, permissions and day-to-day operation.
Read the setup guideFrequently asked questions
Do I need to write code to build a workflow?
No. Connect trigger, action, condition and control blocks on the visual canvas. Configure each block in its side panel, then activate the automation.
Can workflows update the CRM?
Yes. Actions can add or remove lead tags and create or update pipeline tickets. Lead variables can personalize messages and ticket titles.
Can I connect an external service?
The Call Webhook action sends data to an external HTTP endpoint. Configure and test the destination before activating the workflow.
How do I verify an automation is running correctly?
Trigger a controlled run, then open run history to inspect each step and its result. Start with a small workflow and verify its actions before expanding it.
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