Automation

Automate the admin, keep the selling

No-code triggers, conditions and actions that assign owners, chase follow-ups and keep records tidy while your team works.

  • No code required
  • Test before going live
  • Full audit of every run
Capabilities

Automation without a developer

Visual builder

Drag steps into place and switch it on.

Any trigger

Record created, field changed, date reached, form filled.

Conditions

Branch on any value in your workspace.

Scheduled jobs

Recurring clean-ups and reminders.

Webhooks

Push events to any external system.

Run history

See exactly what ran, and what it changed.

FAQ

Common questions

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AI in every workflow

Scoring, drafting and insights built in

Set up in minutes

Import your data and start the same day

120+ integrations

Connect the tools you already use

Secure and reliable

Encryption, backups and 99.9% uptime

Ready to try Workflow Automation?

Start a free workspace or let us walk you through it on a call.