Automation workflows
Every module can trigger or be driven by a workflow.
Demo Mode
Workflows run only when their channel provider is connected.
Active workflows
12
+9% vs last month
Runs (30d)
3,173
+16% vs last month
Failed runs
10
-42% vs last month
New Lead → WhatsApp Welcome
New Lead
Trigger
Any source
Send WhatsApp
Action
Template: welcome_v3
Wait 1 hour
Wait
Business hours only
If replied?
Condition
Yes / No branch
Add Tag
Action
Hot Lead
Create Opportunity
Action
Pipeline: Sales
End Workflow
End
Node library
Trigger
Send WhatsApp
Send Email
Send SMS
Wait
Condition
If/Else
Add Tag
Remove Tag
Update Contact
Create Opportunity
Move Pipeline Stage
Create Appointment
Assign User
Webhook
HTTP Request
Notification
End Workflow
Available triggers
New Lead
New Contact
Form Submitted
WhatsApp Message
Appointment Booked
Appointment Cancelled
Payment Received
Tag Added
Tag Removed
Review Received
Pipeline Stage Changed
Website Event
Facebook Lead
Instagram Lead
Workflows & execution history
| Workflow | Status | Runs | Errors |
|---|---|---|---|
| New Lead → WhatsApp Welcome | Active | 1284 | 3 |
| Appointment Booked → Reminders | Active | 642 | 0 |
| Review Request Sequence | Active | 418 | 2 |
| Payment Received → Onboarding | Paused | 96 | 0 |
| Facebook Lead → Pipeline | Active | 733 | 5 |