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Automations & Workflows

A no-code rule engine that fires on real platform events — bookings, CRM moves, form submissions, and more. Describe a rule in plain language and the AI parses it; or build one yourself with triggers, conditions, and actions.

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Workflows
Automations & Workflows — Workflows

What We Offer

Capabilities tailored to deliver exactly what your project needs

check_circleRule engine wired to booking, CRM, surveys, email & orders
check_circleNLP rule creation — describe a rule in plain language
check_circleTriggers: form submitted, deal moved, booking made & more
check_circleActions: create task, fire webhook, run Brain playbook
check_circleCross-tool presets (booking→deal, survey→deal)
check_circleScheduled & event-based automation

Why It Matters

The outcomes you can expect from working with us

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Automate follow-ups without Zapier

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Never drop a lead or forget a next step

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Connect tools that already share your data

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Set it once and let it run

Our Process

A clear, collaborative approach from start to finish

1

Pick a Trigger

Choose what starts the rule — a new booking, a form submission, a deal stage change, or a schedule.

2

Add Conditions

Branch logic based on field values, tags, or deal stage.

3

Choose an Action

Create a task, fire an outbound webhook, or run a Brain playbook.

4

It Runs Automatically

The rule fires every time the trigger happens — no manual work required.

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See how our services work together to support your business

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Ready to Get Started?

Let's discuss how automations can transform your business

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