Workflows that work for you
Automate repetitive tasks with a visual builder – triggers from every module, actions across the entire platform.
Why automation?
Less manual work, faster processes – no developers required.
Visual builder
Build workflows with drag & drop – with live preview and versioning.
Smart triggers
React to CRM events, form submissions, emails and chat messages.
Cross-module actions
Update deals, send emails, create tasks – all in one flow.
Triggers from every module
Start workflows from CRM events, form submissions, email interactions or incoming messages – without Zapier or middleware.
- CRM: deal stage, field change, new contact
- Forms: submission, field value conditions
- Messaging & email: reply, open, click
Actions across the platform
One workflow can move deals, send emails, attach files, post chat messages and connect external systems via webhook.
- Conditional branches and wait steps
- Error handling with retry logic
- Execution log for every step
Template library
Start with proven templates for lead nurture, onboarding and ticket routing.
The automation backbone
Automation connects all Worktastic modules. CRM data flows into emails, forms trigger workflows, files are shared automatically.