When this happens, do that.

Workflows are simple automations: a new lead sends a Slack message and an email, a form fills a record, a booking triggers a reminder. Set it up once and it runs every time.

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WORKFLOWTrigger · Actions

“When: new lead from WhatsApp”“Then: Slack message to #sales + email to the owner”

RUNS ON EVERY NEW LEAD

01EXAMPLES

Follow-ups that happen on their own.

New lead

Lead saved from WhatsApp→Slack message to #sales→Email to the owner

New booking

Appointment created→Email the receptionist→Reminder to the customer

Website form

Form submitted→Record created in the app→Team notified

Complaint

Ticket created→Team notified→Customer kept updated

Automate the follow-up.

Book a demo and tell us the one thing your team does by hand every day.

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