Workflows

Automate repetitive tasks across Sales, Service and Marketing.

New Workflow

6

Total Rules

5

Active

695

Total Runs

3

Modules

SALESLead auto-assignment
Trigger: Lead createdIf: Source = "Website Form"Then: Assign to round-robin, Send Slack alert

312 runs

Last run 2026-06-15 14:32

SERVICESLA breach alert
Trigger: Ticket SLA < 1hIf: Priority = Urgent OR HighThen: Notify team lead, Escalate ticket

48 runs

Last run 2026-06-15 11:20

SALESDeal won → onboarding
Trigger: Deal status changedIf: New status = "Closed Won"Then: Create onboarding task, Send welcome email

27 runs

Last run 2026-06-14 09:15

MARKETINGInactive lead re-engage
Trigger: Lead last activity > 30dIf: Status = "Contacted" AND Score < 40Then: Add to drip campaign "Win-back"

89 runs

Last run 2026-05-20 08:00

SERVICECustomer satisfaction follow-up
Trigger: Ticket resolvedIf: AlwaysThen: Send CSAT survey after 24h

204 runs

Last run 2026-06-15 16:00

MARKETINGCampaign click → deal
Trigger: Email link clickedIf: Campaign contains "pricing"Then: Create opportunity, Notify sales rep

15 runs

Last run 2026-06-13 12:45