Drag-and-drop workflow canvas. Build complex automations without writing code.
Automatically send WhatsApp messages when a lead is created, a deal is updated, or a task is overdue.
Automatically assign new leads to team members based on territory, source, or round-robin rotation.
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pre-built automation templates — ready to activate in one click
New lead from WhatsApp → assign to sales rep → send welcome message
Lead idle for 3 days → send follow-up → notify manager if no response
Deal moved to Proposal stage → create task for proposal doc → set 48hr SLA
Contact birthday → send WhatsApp greeting automatically
Lead score drops → reassign to senior rep
Task overdue → escalate to team lead → log to activity feed
Or build your own with triggers, conditions, and actions.
Auto-send a WhatsApp message 24 hours after a cart is abandoned, then assign to a sales rep if no response.
Assign portal leads to territory-based agents instantly and send a welcome WhatsApp within 2 minutes.
Trigger a sequence of onboarding tasks when a trial account is created, with reminders at day 3 and day 7.
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