Reduce repetitive work without losing control

Turn repeatable processes into reliable workflows

Define what should happen when a business event occurs. Use triggers, conditions and actions to reduce manual steps and improve consistency. Triggers can include a new lead, form submission, overdue invoice, approved expense, due task, booked appointment, deal stage change, leave request or inbound customer message. Actions can create tasks, assign owners, send email or SMS, update records, move opportunities, notify managers, request approval, generate documents where enabled, or call a webhook.

• Triggers, conditions and actions
• Cross-module workflows
• Webhook actions
• Document generation where enabled

Route decisions to the right people

Use business rules to determine who reviews expenses, leave, overtime, payroll or other requests based on amount thresholds, department, request type, employee manager, project, location, business unit or approval level.

Respond consistently at every stage

Automate confirmations, reminders and follow-up sequences based on customer actions — welcome a new lead, confirm an appointment, remind before a meeting, follow up after a quotation, notify about overdue invoices, request a review after service completion, re-engage inactive contacts, or alert a sales representative when a lead responds.

Understand what your workflows are doing

Review workflow runs, successful and failed actions, messages sent, leads followed up, tasks created and approvals completed so your team can troubleshoot issues and take corrective action when needed.