WORKFLOW BUILDER

CRM with Workflow Automation Builder.

A workflow automation builder that works two ways: drag-and-drop for humans, full API for AI agents. Trigger on any CRM event, branch on any field, and let automation handle the rest. No per-workflow limits. No per-step charges.

Build your first workflow → Read the workflow API docs
Contact Created
TRIGGER
Has tag "new-lead"?
CONDITION
YES
Send Welcome SMS
SEND SMS
Wait 2 Days
DELAY
Send Intro Email
SEND EMAIL
NO
Add Tag "nurture"
ADD TAG
FOR HUMANS

Visual Builder

  • Drag-and-drop canvas -- build workflows by connecting nodes on a visual graph
  • 14 node types -- trigger, condition, delay, send email, send SMS, update contact, create deal, add tag, remove tag, webhook, notification, AI action, loop, branch
  • Real-time validation -- see errors before you publish, not after contacts hit a dead end
  • Execution history -- step-by-step replay of every run with timestamps and data snapshots
FOR AI AGENTS

API Builder

  • Full CRUD via REST API -- AI agents can create, read, update, and delete workflows programmatically
  • POST /api/v1/automations/import -- create workflows with automatic name resolution
  • POST /api/v1/automations/validate -- check graph validity before publishing
  • POST /api/v1/automations/:id/dry-run -- test without side effects
  • POST /api/v1/automations/:id/publish -- push draft to live in one call
NODE TYPES

14 building blocks, infinite combinations

Every node type works in both the visual builder and the API. Drag them onto the canvas or define them in JSON.

Trigger

Start on any CRM event -- contact created, deal moved, tag added, form submitted, and more.

Condition

Branch on any field with 20+ operators. Equals, contains, greater than, is empty, and more.

Delay

Wait minutes, hours, or days before continuing to the next step.

Send Email

Use templates with merge fields. Liquid syntax, MJML support, AB variants.

Send SMS

Native SMS via your configured provider. No per-message markup.

Update Contact

Change fields, status, owner, or any custom property on the contact record.

Create Deal

Add to any pipeline and stage. Set value, probability, and expected close date.

Add Tag

Apply tags for segmentation, scoring, or triggering downstream automations.

Remove Tag

Clean up tags after actions complete. Keep your segments accurate.

Webhook

Call external URLs with signed payloads. Supports GET, POST, PUT, DELETE.

Notification

Alert team members via Slack, email, or in-app notifications.

AI Action

Let an AI agent decide the next step based on contact data and conversation history.

Loop

Iterate over contact lists or arrays. Process each item through a sub-flow.

Branch

Multi-path logic with fallback. Route contacts down different paths based on any criteria.

API EXAMPLES

What AI agents can do

Your AI agents can create, test, and publish workflows without ever touching the UI. Here is what that looks like.

Create a drip sequence from scratch 
POST /api/v1/automations/import
{
  "name": "New Lead Welcome Sequence",
  "trigger": { "event": "contact.created", "filter": { "tag": "new-lead" } },
  "steps": [
    { "type": "send_sms", "template": "welcome-sms", "delay": "0m" },
    { "type": "delay", "wait": "2d" },
    { "type": "send_email", "template": "intro-email" },
    { "type": "condition", "field": "email_opened", "op": "eq", "value": true,
      "yes": [{ "type": "add_tag", "tag": "engaged" }],
      "no": [{ "type": "send_sms", "template": "follow-up-sms" }]
    }
  ]
}
Test before publishing 
POST /api/v1/automations/abc123/dry-run
{
  "contact_id": "test-contact-456"
}
// Response: step-by-step execution trace, no side effects
Resolve names to IDs 
POST /api/v1/automations/resolve
{
  "tags": ["new-lead", "engaged"],
  "pipelines": ["Sales Pipeline"],
  "users": ["Jordan Tate"]
}
// Returns UUIDs for each name
COMPARISON

vs other automation tools

Feature Conduyt HubSpot Salesforce Flow GoHighLevel Zapier
Workflow creation via API Full CRUD No Enterprise API No (UI only) Yes (limited)
Node types 14 ~10 20+ ~12 Trigger+Action only
Branching logic Multi-path + fallback If/then Full logic Basic if/then Paths (paid)
Dry-run / sandbox Built-in No Enterprise No No
Per-workflow pricing Unlimited (included) Capped by tier Unlimited (Enterprise) Unlimited Per-task pricing
Execution history 90 days + replay Limited Event logs Basic 7-30 days

Workflows that work for
humans and machines.

Build visually or build programmatically. Test in sandbox, publish when ready. No per-workflow limits, no per-step charges, no surprises.

Start free trial -- 20 days → Read the workflow API