Automate. Iterate. Accelerate.
Build powerful automation flows with a visual workflow builder. Trigger actions, route leads, send notifications, and connect your tools — without writing a single line of code.
Use Cases
Automate your way to business success
No matter your business process — onboarding, nurturing, billing, or support — the workflow engine drives it forward.
Deal marked as Won
Create onboarding project
Send welcome email
Assign account manager
Visual Builder
Create better systems, faster
Powerful building blocks and an intuitive visual canvas make it easier than ever to automate your operations.
Create with our visual canvas
No matter how complex your processes are, the intuitive drag-and-drop canvas makes automating them simple. Connect nodes, test, and publish — your workflows go live in minutes.
Build with powerful blocks
Triggers, conditions, actions, delays, and loops — choose from a growing library of building blocks and snap them together to create any workflow you can imagine.
Branch, loop, and route
Build workflows that make decisions. Branch based on field values, loop over collections, and route work to the right team members automatically.
Automate the impossible with AI
Use AI steps to classify data, generate content, analyze sentiment, and make decisions that used to require human judgment — all inside your workflows.
Building Blocks
Triggers, actions, and logic — snap them together
Choose from a growing library of node types. Connect them in any combination to automate complex business processes.
Triggers
Form Submitted
Start when a form is filled
Deal Stage Changed
React to pipeline changes
Webhook Received
Listen for external events
Actions
Send Email
Deliver templated emails
Create Task
Auto-assign team tasks
Send Notification
Notify via Slack or in-app
Create Contact
Add to CRM automatically
Logic
Condition
Branch based on criteria
Delay
Wait before next step
For Each
Loop over a collection
Integrations
Connect workflows with your entire business
Workflows have native access to every Agiled module. Trigger from one, act on another — your entire business connected in one flow.
CRM
Trigger on deal, contact, or account changes
Finance
React to invoice payments and expense updates
Projects
Automate task creation and project milestones
HR
Streamline onboarding and leave approvals
Send templated emails and follow-up sequences
Slack
Post notifications and action buttons to channels
Webhooks
Connect any external tool via HTTP webhooks
Calendar
Schedule actions based on dates and deadlines
Templates
Build faster to go further
Get up and running instantly with customizable, out-of-the-box templates for common business processes.
New Client Onboarding
Triggers on: Deal won
Invoice Overdue Reminder
Triggers on: Invoice overdue
Lead Nurture Sequence
Triggers on: Form submitted
Employee Onboarding
Triggers on: Employee created
Project Kickoff
Triggers on: Project created
Support Escalation
Triggers on: Ticket high priority
Capabilities
Everything you need to automate your workflows
From simple notifications to complex multi-step processes — tools that help your team work smarter, not harder.
Visual Builder
Drag-and-drop nodes to build workflows visually. No code required — connect triggers, conditions, and actions in minutes.
Event Triggers
Start workflows from any event — form submissions, deal changes, invoice payments, or external webhooks.
Conditional Logic
Branch workflows based on field values, dates, statuses, or any custom condition you define.
Delays & Scheduling
Add wait steps to send follow-ups at the right time. Schedule actions for specific dates or time windows.
Pre-Built Templates
Start from templates for common workflows — onboarding, nurture sequences, escalations, and payment reminders.
Run History & Analytics
Full execution logs for every workflow run. Debug issues, track success rates, and optimize performance over time.
Real-Time Monitoring
Watch workflows execute in real time. See which step is running, what data is flowing through, and catch issues instantly.
Loops & Iterations
Process collections of items — send emails to all contacts on a deal, create tasks for every project member, and more.
FAQ
Common questions about Workflow Automation
No. The entire workflow builder is visual. You drag nodes onto a canvas, connect them with lines, and configure each step with simple forms. If you can use a flowchart, you can build a workflow.
Workflows can be triggered by events across all Agiled modules — a deal changing stage, a form being submitted, an invoice going overdue, a ticket being created, a project reaching a milestone, or an external webhook. You can also schedule workflows to run on a recurring basis.
Yes. Use condition nodes to branch your workflow based on any field value, date comparison, status, or custom criteria. Each branch can have its own set of actions, and branches can rejoin later in the workflow.
Workflows have native access to all Agiled modules — CRM, Finance, Projects, HR, and more. Actions can create contacts, update deals, generate invoices, assign tasks, send emails, and post Slack notifications. Data flows between modules seamlessly.
Yes. Every workflow has a test mode where you can run it with sample data and see exactly which steps execute, what data flows through each node, and whether the outcome matches your expectations. Fix issues before they affect real data.
Failed steps are logged with full error details. You can configure retry policies, fallback actions, or error notification steps. The run history shows exactly where and why a workflow failed so you can fix it quickly.
Yes. We include templates for common business processes — new client onboarding, lead nurture sequences, invoice overdue reminders, support ticket escalation, employee onboarding, and project kickoff. Each template is fully customizable.
The number of active workflows depends on your plan. All plans include generous workflow limits, and execution runs are metered separately. Check our pricing page for specific limits on each plan.
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