Solutions
Make your process run the same way every time
Rules that create tasks, send notifications and move records forward when something happens.
Outcomes
What changes in your business
Follow-ups that always happen
Tasks are created without anyone remembering.
Less admin
Routine updates are handled by the platform.
Faster handovers
The next person is notified automatically.
A record of what ran
Workflow activity is logged.
Connected data
One record from start to finish
Automations work across modules because leads, quotes, jobs and tasks share one platform.
- Trigger
- Condition
- Action
- Notification
- Approval
- Logged
FAQ
Common questions
Is coding required?
No.
What can trigger a workflow?
A record being created or changed, such as a quote being sent or a job completed.
Can I include approvals?
Yes. Approval steps can be part of a workflow.
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