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.
Get Started FreeWhy 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.
Choose a trigger
Select what starts the workflow: new lead, stage change, stale lead, appointment, tag, or score threshold.
Add conditions & actions
Build your workflow with drag-and-drop nodes. Add delays, branches, and multiple action types.
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
Trigger: Appointment status changes to "no-show"
Wait 30 minutes, then send SMS: "Hi {name}, we missed you today. Want to reschedule?"
If no reply after 24 hours, send follow-up email with rebooking link
If still no reply after 3 days, add tag "needs-outreach" and notify your team
If they reply "yes", automation detects intent and triggers booking flow
Contact is moved to "Rescheduled" stage and tagged "recovered"
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.
Works great with
CRM & Pipeline
Every call, message, and booking automatically creates and updates contacts in your pipeline. No manual data entry. No leads falling through the cracks.
Learn moreSMS & Messaging
TCPA-compliant two-way SMS with AI auto-replies, templates, and consent tracking. Send confirmations, follow-ups, and campaigns — all tracked and logged.
Learn moreScheduling
Google Calendar integration with real-time availability, buffer times, and automatic confirmations. Your AI books appointments on the phone and via SMS.
Learn moreReady to try Automations?
Free to start. No credit card. Set up in under 10 minutes.