Visual builder
Build if-this-then-that workflows visually.
How it works
- Pick a triggerA record event, a schedule, a webhook, or a manual run.
- Add conditionsField rules with AND and OR groups decide which records qualify.
- Let it runTasks, field updates, Slack messages, and webhooks go out, with a log of every step.
What's included
Triggers
Start on a record event, a schedule, a webhook, or by hand.
Conditions
Combine field rules in AND and OR groups.
Actions
Create tasks, update fields, send notifications, or call a webhook.
Run history
Every run is logged, step by step.
Error handling
Clear error messages, with retries for failed steps.
Slack actions
Send messages, post replies, and join channels.
Variables
Put record values into any action field.
More in System of Record
Your Database
Contacts, companies, and deals in one connected system, with the full history on each record.
Teams & High Security
Decide who sees what, down to a single company, contact, or deal.
Pipeline Management
Run every deal from the first List to a signed Account, on stages you define.
Contacts
Contacts and companies with custom fields, clustering, search, and bulk actions.
Contracts
Write, sign, and renew agreements on the same records as the deal and the client.
Integrations
Gmail, Outlook, Slack, Pipedrive, Zapier, and more, plus webhooks, MCP, and the REST API.
Customization
Custom fields, stages, layouts, and themes for how your team works.
Data Quality
Duplicate detection, merges, normalization, and import rollback.
Invoicing
Manage invoices and track payments directly within your CRM.