Flows

Draw the journey — triggers, branches, waits, goals — then simulate it against a real record and watch exactly what would happen before going live.

What you get

• 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.

Capabilities at a glance

• 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