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Category · 2 features

Automation

Workflows, triggers, and conditional logic that connect every other feature.

Automation

Workflows (Automation Builder)

Visual trigger → action automation across the platform.

The automation engine. A workflow is a trigger (contact created, form submitted, stage changed, inbound message, schedule) followed by a sequence of actions (send email/SMS, wait, branch, update fields, create opportunities, call webhook). Branches, filters, and time windows make it conditional.

TriggersActionsBranching & filters+4 more
Automation

Trigger Links & Templates

Reusable automation recipes you can clone.

Pre-built and custom workflow templates that package a complete automation (triggers + actions) so it can be cloned across sub-accounts or reused. Trigger Links are shareable URLs that enroll a contact into a workflow on click.

Workflow templatesTrigger LinksRecipe library+1 more