Automating with workflows
Trigger → condition → action: build automations visually, start from templates, and audit every run.
A workflow reacts to something happening in your workspace - a form submission, a deal changing stage, a ticket opening - checks your conditions, and runs actions: create a task, notify a teammate, update a field, award loyalty points, send a campaign.
Workflows have draft and published versions, so you can edit safely and publish when ready. Failed steps retry, and every execution is logged step by step.
Start from a template
The template library contains ready-made playbooks - follow-up sequences, welcome flows, escalations. Clone one, adjust the conditions and actions to your process, and publish.
Segments and campaigns
Dynamic segments keep an audience current automatically (e.g. “VIP customers inactive 30 days”). Campaigns send to segments with per-recipient delivery logs, and can also be fired from a workflow as an action.