Automation
Visual automation you can rehearse
Draw the journey — triggers, branches, waits, goals — then simulate it against a real record and watch exactly what would happen before going live.
Simulate before you ship
Run any record through the flow in test mode. See every branch decision and every action it would take — with nothing actually sent.
Goals that exit gracefully
Define what success means. The moment someone converts, they leave the flow — no awkward 'buy now' email after they already bought.
Timing that respects humans
Business-day waits, send windows, and wait-until-date steps mean your automation lands at 9am Tuesday, not 3am Sunday.
What's included
- Drag-and-drop canvas with branches and multi-branch splits
- Triggers: record created/updated, form submitted, campaign engaged, chat started
- Goals with automatic unenrollment, plus cross-flow exclusion
- Waits: fixed, business-days, until-a-date-field; execution windows
- Actions: send email, update fields, increment values, rotate owner, notify a teammate, add/remove from lists, call a webhook
- Round-robin owner rotation for lead routing
- Loop protection with chain tracking and depth limits
- Per-flow stats overlay and full run history
- Simulation mode against real records
