Solutions/Workflow Engine/Overview

Workflow Engine

Automate repetitive work, reminders, assignments, and approvals across your entire business. Turn your CRM data into actions that happen automatically.

Smart Triggers

Start workflows from real-time events across your CRM data.

Conditional Logic

Route work based on rules, values, teams, stages, and timing.

Action Automation

Send emails, create tasks, update records, and notify teams.

Track Everything

Monitor every run, status, failure, retry, and performance trend.

Trigger

New Deal Created

Pipeline: Sales Pipeline

Conditions

Deal Amount is greater than $10,000

AND

Deal Stage is Proposal

Actions

Create Task for Sales Rep
Send Approval Email
Update Deal Stage

Workflow Complete

Popular Automations

View all templates →
New Lead Follow-Up Sequence
Deal Qualification & Routing
Customer Onboarding Flow
Invoice Reminder & Follow-Up

Built for Faster Execution

Drag-and-drop builder for any team
Real-time runs with instant feedback
Reusable components and templates
Enterprise-grade security and reliability

Pro tip

Start with a template and customize it to match your process. This keeps your automation fast, clean, and scalable.

Explore templates
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Lead Onboarding Workflow

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Trigger

New Lead Created

Pipeline: Sales Pipeline

Condition

Lead Source = Website

If source matches website

Yes

Action

Assign Owner

Round Robin

Action

Send Welcome Email

Template: Welcome Aboard

Action

Create Follow-Up Task

Call lead in 2 days

No

Action

Add Tag

Tag: Offline Source

Action

Notify Slack

Channel: #new-leads

Action

Start Lead Nurture Sequence

Sequence: Nurture - General