Connect the steps your team repeats.

Start with a business event

Choose a lead or appointment event, a supported conversation trigger, or an external tool trigger. Connect conditions and actions on a canvas that saves changes as you work.

Move information where it matters

Use node outputs as inputs to later steps. Send notifications, write or search spreadsheet rows, call an HTTP endpoint, run a code step, or create supported accounting documents.

Inspect before expanding

Test a single step and inspect a past execution to see what each node received and produced. Share or export a working workflow when the process is ready for another team.

How it comes together.

1. 1Choose a trigger
2. 2Connect conditions and actions
3. 3Test and activate