Workflow automation

Workflow automation that fits how your team works

Design flows on a canvas, connect triggers to actions, and run tests on drafts before you publish — all inside your workspace.

Build a workflowTalk to sales
  • Visual editor
  • HTTP steps
  • Draft & publish
Visual canvasSee triggers, actions, and branches on one graph
Test before publishRun drafts safely before production traffic hits the flow
Version historyPublish, iterate, and restore older workflow versions
Native CRM actionsUpdate items, send email, and call HTTP endpoints in one place

Why automate

Stop repeating the same clicks every week

Workflows connect project events to actions your team already performs manually — follow-ups, status changes, notifications, and integrations.

  • Visual flow editor

    Drag nodes, connect steps, and see the full process at a glance.

  • Triggers & actions

    Start from manual runs, schedules, or project events and chain built-in actions.

  • Safe iteration

    Save drafts, test runs, and publish when the flow is ready for production.

How it works

Design, test, and ship automations without code

  1. 01

    Pick a trigger

    Start from schedules, manual runs, or events on project items.

    • Chain multiple steps after the trigger
    • Use conditions to branch the graph
  2. 02

    Add actions

    Update fields, send email, parse JSON, or call external APIs with HTTP nodes.

  3. 03

    Test the draft

    Run test executions on the canvas and inspect step output before going live.

  4. 04

    Publish to production

    Ship the workflow to your workspace. Run history shows every execution.

Use cases

Automate the busywork between stages

  • Lead routing

    Assign owners and notify Slack when a new item lands in New.

  • Stage reminders

    Email stakeholders when deals sit too long in one column.

  • Data sync

    Push CRM updates to billing or support tools via HTTP.

  • Onboarding checklists

    Create tasks and update fields when a hire moves stages.

Automation toolkit

Integrations and CRM actions in one editor

  • HTTP requests, email, project item updates, and utility steps in one graph
  • Variable picker across upstream node outputs
  • Run history with step-by-step replay on the canvas
  • Versioned workflows: draft, publish, and restore older versions
When stage changes → Notify ownerTrigger · Email · Update item · HTTP

FAQ

Common questions about workflows

What teams ask before replacing manual processes with automation.

Do I need code to automate workflows?

No. Flows are configured in the editor with forms and a visual graph. Power users can use HTTP and JSON parse steps for integrations.

Can I test before going live?

Yes. Use Test draft to run the saved draft graph, or Test run for the published version.

Ready to automate your first workflow?

Open the flow editor, connect a trigger, and test a draft — no code required.

Get started freeContact sales