Automation
Flows you can test before they touch a customer
A visual builder with branches, goals, timing windows and round-robin ownership — plus simulation, so you see exactly what a flow will do to a real record before switching it on.
Inside this pillar
What Automation includes
Flows
Draw the journey — triggers, branches, waits, goals — then simulate it against a real record and watch exactly what would happen before going live.
Explore Flows →Forms
Embed a form anywhere. Submissions become contacts and records instantly, trigger flows, and join lists with double opt-in when you want it.
Explore Forms →Campaigns
A/B test subject lines, throttle sends per hour, rotate senders, ramp new domains — and never worry about mailing someone who unsubscribed.
Explore Campaigns →Pipelines & deals
Drag deals across stages, weight the pipeline by per-stage probability, and see forecast numbers that update as the board moves.
Explore Pipelines & deals →How it works
- 01
Pick a trigger
Record created or updated, form submitted, campaign engaged, chat started — every write path in the platform emits events flows can react to.
- 02
Draw the logic
Branches, waits, business-day timing, execution windows, field updates, notifications, list actions, emails and owner rotation — on a canvas, not in code.
- 03
Simulate, then ship
Run any record through the flow and watch the path it takes. Set a goal and Solstral exits people automatically the moment they convert.
In real workflows
How teams actually use Automation
Automation, on your own records
Inside Automation
- FlowsDraw the journey — triggers, branches, waits, goals — then simulate it against a real record and watch exactly what would happen before going live.
- FormsEmbed a form anywhere. Submissions become contacts and records instantly, trigger flows, and join lists with double opt-in when you want it.
- CampaignsA/B test subject lines, throttle sends per hour, rotate senders, ramp new domains — and never worry about mailing someone who unsubscribed.
The best way to evaluate it is on your own records — import a CSV on the free plan, or bring a real scenario to a demo and we'll build it live.
Book a demo →Frequently asked questions
Yes — simulation runs a real record through your flow and shows the exact path, branch decisions and actions, without sending anything.
Every automation-caused event carries its chain. Flows can't revisit the same record in a loop, and chains are depth-limited — a guardrail most platforms make you build yourself.
Yes — the rotate-owner action distributes records across your team evenly, ideal for lead routing.