Workflows
Automate repetitive tasks triggered by contact actions
Quick-start Templates
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New Client Welcome
Tag โ Wait 1hr โ Welcome email โ Grant access
4 steps โ
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Post-Purchase
Product Purchased โ Email receipt โ Add tag
3 steps โ
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Session Reminder
Discovery Call Booked โ Wait 23h โ SMS reminder
3 steps โ
Your Workflows
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Build automations that run when contacts take actions