Workflow Automation

Create automated rules and tasks for your CRM

Create your first workflow to automate CRM tasks like messaging, tagging, and scheduling.

No rules yet. Add rules to define when and what actions to take.

Rule Name

When (Condition)

Then (Action)

When message contains "premium" → Add "VIP" tag

When client is created → Send welcome message

When new client → Add "Needs Screening" tag

Workflow execution history will appear here