Automations

Workflows that fire when something actually happens.

Not a calendar. Not a blast. Real triggers, real branching, real time delays — the sequences your customers go through, mapped to what they do.

Build your first automationSee pricing

Included on every paid plan. Templates ready out of the box.

How it works

Automations look like this.

An honest example, not a marketing diagram. A trial expires, a tag fires, the workflow waits, then asks one question and routes the contact accordingly.

Trigger · tag added
"trial-expired"
Wait
1 day
Condition
Has paid plan?
Yes
Send email
"Thanks for upgrading"
No
Send email
"Limited-time offer"

Drag-drop on the canvas, with branches that get their own conversion numbers. No duplicating the workflow just to test a path.

Triggers

Ten ways to start a workflow.

Real events from your account — behavior, CRM, dates, your own app. The automation fires when the thing actually happens, not on a Tuesday at 9.

  • Contact added
  • Tag added
  • List joined
  • Email opened
  • Link clicked
  • Deal stage changed
  • Activity overdue
  • Date-based
  • Form submitted
  • Webhook

Start fast

Templates that ship before your second coffee.

Drop one in, swap the copy, point it at a list. Each template arrives wired up — the waits, the branches, the conversion goal. You only edit what's actually yours.

  • Welcome series

    Greet new signups, teach the product, then make the ask. Five touches, two waits, one conversion goal.

    1. New signup
    2. Welcome email
    3. Wait 2 days · tutorial
    4. Wait 5 days · upsell
    Start with this

  • Abandoned cart

    A nudge first, then a deal. The math is boring; the recovered revenue is not.

    1. Cart created
    2. Wait 1 hour · reminder
    3. Wait 1 day
    4. Discount offer
    Start with this

  • Re-engagement

    Inactive for a month? Send a "we miss you," then branch on whether they opened it. Tag accordingly.

    1. Inactive 30 days
    2. “We miss you” email
    3. Branch on open
    4. Tag accordingly
    Start with this

  • Post-purchase upsell

    Five days after the receipt clears, the cross-sell goes out. Quiet, polite, dependable.

    1. Purchase
    2. Wait 5 days
    3. Cross-sell email
    Start with this
Every template is editable, pausable, and isolated to the workspace it lives in.

Common questions

Quick answers.

What kinds of triggers can start an automation?+

Behavior triggers (tag added or removed, list joined, email opened, link clicked), CRM triggers (deal stage changed, deal created, activity overdue), date triggers (birthday, signup anniversary, custom date field), RSS feed updates, and inbound API or webhook calls from your own app.

Can I edit an automation while contacts are moving through it?+

Yes. Pause the automation, edit the steps, and resume — every in-flight contact stays at their current step and continues from there. No need to clone, rebuild, or restart.

How do delays handle timezones?+

Relative delays ("wait 3 days") run from when the contact entered the step. Absolute delays ("Tuesday at 9am") respect each contact's timezone if you have it on file, otherwise the workspace timezone. Business-hours-only delays are supported.

Do automations talk to the CRM?+

Yes — that's the point. When a deal stage changes, an activity goes overdue, or a deal is created, an automation can fire in the same workspace. It works the other way too: an automation can update a contact field or move a deal.

Are automations isolated per workspace?+

Yes. Every client workspace has its own automations, its own templates, its own goal reports. Nothing crosses between accounts. Switch workspaces in one click; you're in a fully separate environment.

Wire up one workflow. Watch it work.

Pick a template, point it at a real list, and let it run for a week. The numbers will tell you whether it's better than what you had — they always do.

Start free