Automate anything, code nothing
Build powerful automation rules that trigger actions across your entire business — emails, WhatsApp messages, record updates, task assignments, and more.
Start with any event
Fire automations when records are created, updated, or reach a specific stage. Set conditions to filter exactly which events should trigger your workflow.
- Record created, updated, or deleted
- Field value changes & stage transitions
- Date/time-based scheduled triggers
- Conditional filters to narrow scope
Then do anything automatically
Chain multiple actions together — send emails, WhatsApp messages, update fields, assign tasks, create records, trigger webhooks, and more.
- Send email & WhatsApp messages
- Update record fields automatically
- Create tasks & assign to team members
- Webhook calls & scheduled delays
Automation ideas to get you started
Here are some common workflows our customers automate.
Welcome New Leads
When a lead is created, automatically send a welcome email and WhatsApp message, then assign to a sales rep.
Invoice Reminders
When an invoice is overdue, send a payment reminder email and WhatsApp message to the customer.
Deal Stage Alerts
When a deal moves to "Negotiation," notify the sales manager and create a follow-up task.
Form Follow-up
When a form is submitted, create a lead in CRM and send a thank-you WhatsApp message.
Task Escalation
When a task is overdue by 2 days, escalate to the manager and change priority to Critical.
Customer Onboarding
When a deal is won, create an onboarding task, send a welcome kit email, and update deal status.
Start automating your workflows
No code required. Build your first automation in minutes.