Automation with an audit trail.

The visual workflow builder

31 node types on a drag-and-drop canvas: nine trigger types that all fire in real time — record created or updated, field changed, stage changed, email opens and clicks, form submitted, date-based, scheduled cron, and manual — plus If/Else branching with AND/OR rules, A/B splits, parallel paths, goals for early exit, and durable time delays that survive restarts.

Test mode dry-runs a workflow against a sample record through the real condition engine with no side effects. Version history saves every edit and rolls back to any point. Execution logs record every run.

Actions that do real work

Send email or SMS, create tasks and activities, update fields, assign owners, manage tags and lists, move deal stages, enroll in sequences, call webhooks — and create QuickBooks invoices, estimates, or sales receipts straight from a workflow. Six prebuilt templates cover welcome series, follow-ups, thank-yous, renewals, re-engagement, and event follow-up.

AI that shows its work

Every AI change is logged with the old value, the new value, the confidence, and the reasoning — with a one-click undo. If the model is wrong, the original comes back.