Visual workflow automation

Start workflows from a submitted intake form, received SMS, booking status change, email-campaign event, manual test, or recurring schedule.

Build logic visually with conditions, AND and OR gates, switches, loops, booking lookups, campaign cooldown gates, and wait steps.

Send personalized emails, transactional SMS, or estimates; create or recreate bookings; and record campaign touches using CRM fields.

Test workflows before activation and review trigger and execution logs when you need to understand what happened.

Direct-SMS automation requires an approved provisioned number during the Canadian beta; email and other operational blocks do not.