Features / Workflow Automation
Workflow Automation · from the Team planLet the routine follow-ups run themselves
Create rules like “when a form is submitted, create a lead and notify sales” or “when a quotation is accepted, create a project from a template”. Rules have triggers, conditions and actions, run with your team's permissions, and keep a full execution log. No paid AI required.
The problem
- Repeating the same steps after every sale
- Things falling through the cracks between people
- Manual reminders for overdue work
How it connects
- Works across every module
What you can do
Triggers
Form submitted, lead created, quotation accepted, project created, task overdue, invoice overdue, low stock, warranty expiring, approval completed, renewal due and more.
Conditions
Match on field values with all/any logic.
Actions
Create leads, customers, tasks, projects and renewals, notify people, send emails, update status, request approvals, call webhooks (Business).
Safety
Loop protection, retry limits, monthly run quotas and permission checks.
Execution history
See every run, what it did and why anything failed.
Questions
Do automations use AI?
No. Automations are deterministic rules you configure. They run without any paid AI service.
Try every feature free for 7 days
No card needed. Your workspace is ready in under a minute, with sample stages, lists and templates for your type of business.