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Set it up once. Let it run forever.

Build powerful no-code workflows with triggers, conditions, delays, and actions. Automate follow-ups, reminders, stage changes, and team notifications.

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6
Trigger types
4
Action channels
5min
Queue processing

Why teams choose Automations

Event-Driven Triggers

Fire automations on lead capture, stage change, appointment booked, tag added, score threshold, and more.

Smart Delays

Add time-based delays between actions — wait 30 minutes, 2 days, or until a specific time of day.

Multi-Channel Actions

Send SMS, email, push notifications, add tags, update stages, or notify your team automatically.

Everything in Automations

The details that make the difference.

Event-Driven Triggers

Six trigger types: lead captured, stage changed, lead stale, score threshold, appointment booked, and tag added. Each trigger passes full context to the workflow.

Conditional Branching

Add if/else conditions based on lead score, tags, stage, contact properties, or time of day. Route leads through different paths based on their profile.

Smart Delays

Insert time-based delays between actions — wait 30 minutes, 2 days, or until a specific hour. Delayed actions queue reliably and execute on schedule.

SMS Actions

Send personalized SMS messages with dynamic variables like contact name, appointment time, and business details. TCPA consent is checked automatically.

Email Actions

Trigger branded email sends with dynamic content. Use templates for follow-ups, confirmations, nurture sequences, and win-back campaigns.

Team Notifications

Alert your team via email or in-app notifications when important events occur. Route high-value leads to senior staff automatically.

Tag & Stage Actions

Automatically add or remove tags and move contacts between pipeline stages. Chain stage changes to trigger downstream automations.

Execution Log

Every automation run is logged with trigger event, actions executed, timing, and success/failure status. Debug and optimize workflows with full visibility.

How it works

Three steps to get started.

1

Choose a trigger

Select what starts the workflow: new lead, stage change, stale lead, appointment, tag, or score threshold.

2

Add conditions & actions

Build your workflow with drag-and-drop nodes. Add delays, branches, and multiple action types.

3

Activate and monitor

Turn it on and watch the automation log. Every execution is tracked with status, timing, and results.

See it in action

A no-show recovery workflow

1

Trigger: Appointment status changes to "no-show"

2

Wait 30 minutes, then send SMS: "Hi {name}, we missed you today. Want to reschedule?"

3

If no reply after 24 hours, send follow-up email with rebooking link

4

If still no reply after 3 days, add tag "needs-outreach" and notify your team

5

If they reply "yes", automation detects intent and triggers booking flow

6

Contact is moved to "Rescheduled" stage and tagged "recovered"

7

Result: 40% of no-shows are recovered automatically without any staff involvement

I built a 5-step follow-up sequence in 10 minutes. It runs 24/7 and has recovered dozens of stale leads that would have been lost. The visual builder is incredibly intuitive.

Priya Patel
Operations Manager, SereneFlow Medspa

Ready to try Automations?

Free to start. No credit card. Set up in under 10 minutes.