Automations
Trigger-and-action workflows fire automatically on real events in your business — a job status change, a new lead, or an unpaid invoice — without anyone lifting a finger.
Why teams choose this
Event-based triggers
Build a workflow that fires the moment a job status changes or an invoice goes unpaid.
Multi-step actions
Chain multiple actions — send a text, notify a manager, move a pipeline card — from a single trigger.
No code required
Workflows are built visually, with no developer or code needed.
Works alongside marketing automation
Internal operational workflows run alongside customer-facing marketing campaigns.
How it works in practice
- A workflow notifies a dispatcher automatically whenever a job sits unassigned for over an hour.
- An unpaid invoice automatically triggers a reminder text three days after the due date.
Frequently asked questions
No, workflows are built visually from triggers and actions, no coding required.
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