Build powerful multi-step workflows with a visual React Flow canvas. Use 6 node types — trigger, send_email, set_field, if-branch, delay, and end — to create sophisticated automations. Send template-powered emails with variable interpolation, update contact and conversation fields, add timed delays, and create conditional branches. Every enrollment is tracked with action logs for full HubSpot-style transparency.
From simple follow-ups to complex multi-branch sequences, the builder handles it all.
Build workflows on an auto-layout canvas. Click the + button on any connection line to insert a new step — choose from Send Email, Set Field, If/Branch, Multi-Branch, or Delay. Nodes auto-arrange as you build. Click any node to configure it in a modal.
Use If/Else for simple yes/no logic, or Multi-Branch for switch/case with unlimited conditions. Route contacts based on name, email, subject, status, custom fields, and more. Each branch auto-creates a finish node so you can add steps anywhere via the + button.
Insert wait steps between actions — hours or days. The scheduler resumes paused enrollments automatically. Perfect for drip campaigns, follow-up sequences, timed status changes, and inactivity-based triggers.
Send personalized emails with dynamic variables ({{contact.name}}, {{conversation.subject}}, {{agent.name}}, and more). Load from saved email templates for consistent messaging, or write custom content directly in the node configuration.
Start workflows when a conversation is created, a message arrives, a field changes, an order is placed, order status changes, a tag is added, a contact is created, a conversation is assigned, and more. Filter triggers by inbox for precise targeting.
Track every enrollment step by step in a HubSpot-style action log: emails queued, fields changed, delays started, branches evaluated, statuses set. Full visibility into what each enrollment is doing, with error details when something goes wrong.
The three-panel workflow builder lets you design complex automations visually, publish with one click, and monitor execution with a detailed action log. Edit workflow names and descriptions inline, configure triggers and re-enrollment behavior in the node panel, and use auto-layout to keep your canvas tidy.
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