Capabilities

What it does

  • No-code workflow builder

    Build multi-step automations across CRM, marketing, and support with a visual builder — no engineering ticket required.

    0code required
  • Cross-team triggers

    A support ticket can trigger a CRM update; a closed deal can trigger an onboarding sequence.

    3+systems, one workflow
  • Approval flows

    Add human approval steps to any automation for discount approvals, contract review, or escalations.

    100%auditable approval trail
  • Error handling & alerts

    Failed steps notify the right owner automatically instead of silently dropping work.

    0silent failures

How it works

From connected to automated

  1. 1

    Pick a trigger

    Start from a CRM, marketing, or support event.

  2. 2

    Add automated steps

    Chain updates, notifications, and hand-offs visually.

  3. 3

    Insert approvals where needed

    Keep a human in the loop for high-stakes steps.

  4. 4

    Monitor and refine

    See every run, catch failures, and adjust the workflow over time.

Works with the tools you already use

  • Support & Helpdesk
  • Billing & Payments
  • Collaboration
  • Developer & API
View all integrations →
We replaced five tools with one platform and cut our lead response time from two days to under two hours.

VP Revenue Operations

Illustrative example — real customer stories launch with the Customer Stories page

62%

faster lead response time