Every lead, on rails. Build the path.

Workflows decide what happens to every lead — qualify, message, call, route, book. Drag nodes, draw edges, watch them light up as runs flow through.

Live demo

Press play. Watch it run.

Pick a scenario. Hit Run dry. The workflow walks itself — nodes turn green as they finish, edges trace the path taken, and the context inspector grows with every key written.

Triggers seed context

A Yelp lead writes lead_id, customer_name, and more.

Decisions split the path

A Service Check emits offered or not_offered.

Actions take the work

Reply, book, push to CRM, notify the team — all in one run.

Built like an engine.

Workflows are directed graphs. Nodes do work, edges pick the path, context flows forward, and every run is replayable from start to finish.

Validated at design time

Save fails if the graph has a cycle, a wrong edge label, or a node that needs data nothing upstream provides.

Pause & resume

A delay sleeps for 30 minutes. A chat waits for a reply. A human review waits for approval. Resume is exact.

Versioned & replayable

Every save is an immutable version. Edits don't affect runs in flight. Step through any past run frame by frame.

Idempotent actions

No double-texted leads. No duplicate CRM rows. Side effects use deterministic keys so retries are safe.

Node catalog

The building blocks.

Yelp Lead

Webhook lead from Yelp

Trigger

Thumbtack Lead

Negotiation from Thumbtack

Trigger

Google LSA Lead

Inbound LSA email

Trigger

Inbound Call

Phone call event

Trigger

Chat Widget Lead

Website chat session

Trigger

Email Lead

Inbound email parsed

Trigger

Website Form

Form submission

Trigger

Manual

Started from the UI

Trigger

Campaign Contact

Linked to a campaign

Trigger

AI Classify

LLM picks one of N labels

Decision

Service Check

Do we offer this service?

Decision

Time Gate

Business hours, holidays, after-hours

Decision

Condition

Deterministic branch on a value

Decision

AI Text Chat

Multi-turn SMS or chat

Conversation

AI Phone Call

Outbound AI voice call

Conversation

Wait for Reply

Pause until they respond

Action

Delay

Wait a configured duration

Action

Send Message

Reply on the lead's channel

Action

Send Email

Email via Resend

Action

Send SMS

SMS or WhatsApp via Twilio

Action

Push to CRM

GHL, AccuLynx, Lead Docket…

Action

AI Extraction

Pull structured fields

Action

Webhook

POST JSON to any URL

Action

API Request

Call any HTTP endpoint

Action

Web Search

Search the web

Action

Human Review

Pause for approval

Action

Notifications

Email, SMS, Slack, webhook

Action

Templates

Start from a proven flow.

Each template is a real workflow used by Niche customers — clone it, tweak it, run it.

Yelp lead → book the job

Qualify, check availability, book, push to CRM.

  1. Yelp Lead
  2. Service Check
  3. AI Text Chat
  4. Notifications
  5. Push to CRM

Missed call recovery

When a call goes unanswered, text within 10s and try again.

  1. Inbound Call
  2. Time Gate
  3. Send SMS
  4. Wait for Reply
  5. AI Phone Call

Severity-based routing

Emergencies get a call, standard jobs get a text, low-priority queue.

  1. Inbound Call
  2. AI Classify
  3. AI Phone Call
  4. Send SMS
  5. Delay

After-hours intake

Capture leads at night, follow up first thing in the morning.

  1. Inbound Call
  2. Time Gate
  3. Send SMS
  4. Delay
  5. AI Phone Call

Trusted by 4,500+ service businesses

  • Home Quality
  • 1-800 Water Damage
  • 4EverFix
  • Attic Heroes
  • Greener Cleaner
  • Can Do Crew
  • Rose Mortuary
  • Climate Heating & Cooling
  • Davison Roofing
  • East County Glass & Window
  • Foundation Repair

Build the path
every lead follows.