Automate the work nobody should be doing by hand
Workflows connect what happens in one module to what should happen next — across sales, HR, finance, projects and more. You build them from a settings screen, with no code.
Trigger → Condition → Action
Simple enough for a manager to build, powerful enough to run a department.
Something happens
A lead is created, a deal is won, a leave is requested, an invoice goes overdue, a task is assigned.
…and it matters
Only when the deal is above a value, the leave is longer than three days, or the invoice is more than seven days late.
Then the platform acts
Notify the right people, send an email, ask for approval or call a signed webhook to another system.
Automations teams set up first
New lead alert
When a lead is created → notify the owner and send a welcome message
Follow-up guard
When a follow-up is overdue → remind the owner and their manager
Payment reminder
When an invoice is 7 days overdue → email the client and notify finance
Leave routing
When a leave request is filed → notify the manager for approval
Milestone billing
When a milestone completes → draft the invoice and notify the account owner
Spend approval
When a purchase request exceeds a limit → route to the budget owner
Safe by default
Imports never trigger workflows, every run is logged with what happened and why, and workflows can be paused at any time.
People stay in control
Use approvals and notifications instead of automatic changes wherever a person should decide — especially for money and customer-facing messages.
Connected to everything
Events from every module are available as triggers, and signed webhooks let a workflow talk to the systems you already use.
Put your business on autopilot
Start a free trial in minutes, or let us show you the platform with your own business scenarios.