Workflow Automation
Automate every nurture sequence, once.
The visual workflow builder gives you a canvas to build branching, multi-step automation that runs continuously — enrolling contacts when they qualify and moving them through your sequence automatically.
Manual follow-up doesn't scale when client work takes priority.
Following up with every new lead, onboarding every new customer, and re-engaging every dormant contact by hand is unsustainable. As the list grows, things fall through the cracks — not because the team isn't trying, but because no system is in place to catch them. Workflows replace manual effort with a repeatable automation layer that runs 24/7.
Build any automation without writing a line of code.
Drag-and-drop canvas
Build workflows visually by connecting trigger, condition, delay, email, and action nodes on a canvas. Rearrange, branch, and restructure without losing your configuration.
Behavior-triggered enrollment
Start a workflow when a contact fills out a form, clicks a link in an email, visits a landing page, or reaches a lead score threshold. Contacts enroll automatically as they qualify.
Conditional branching
Branch your workflow based on lead score, segment membership, tag, custom field, or email engagement. Send different paths to different contact profiles without duplicating the workflow.
Time delays
Insert delays of minutes, hours, or days between steps. Space out your nurture emails over a natural cadence — or wait a specific time after a trigger event before the next action fires.
Email sends inside the workflow
Write and send emails directly from within a workflow step — no separate campaign required. Each email is scoped to the workflow and tracked per-contact as part of the sequence.
Contact actions
Apply or remove tags, update contact fields, add to segments, enroll in another workflow, or send a notification to your team — all as automated steps within the workflow.
Example
A five-step lead nurture workflow, automated.
This example shows a typical coach or creator lead magnet workflow — from form submission to a fully automated email sequence.
Trigger: Form submitted
Contact fills out your lead magnet or opt-in form. Workflow enrolls them immediately.
Step 1: Send welcome email
Deliver the lead magnet and introduce yourself. Sent within seconds of the form fill.
Step 2: Wait 2 days
Give the contact time to consume the content before the next touchpoint.
Step 3: Branch on email engagement
Check whether they opened the welcome email. Send a different follow-up to openers vs. non-openers.
Step 4: Continue the sequence
Send 2–3 more nurture emails over the following week, with delays between each. Tag contacts who click your CTA link.
Step 5: Alert your team
When a contact reaches the lead score threshold, send a notification to your team so they can follow up directly.
Ready to see it in action?
Start free — no credit card required. Upgrade as your list grows.