Workflows let you automate repetitive marketing tasks with visual, no-code automation builder. Create triggers, conditions, and actions that run across your entire MartechAI stack — CRM, email, social, SEO, and integrations.
Visual Builder
Build automations with a drag-and-drop visual editor. Start with a trigger (“Contact submits form,” “Deal stage changes,” “Email is opened,” “Schedule — daily at 9 AM”), add conditions (“If contact score > 50,” “If company industry is Healthcare”), and define actions (“Send email,” “Update contact field,” “Create task,” “Add to segment,” “Post to Slack”). Connect multiple steps with branching logic for complex automations.
Trigger Library
Choose from dozens of pre-built triggers: contact created or updated, form submitted, email opened or clicked, deal stage changed, task completed, integration data synced, schedule (time-based), webhook received, and custom events. Combine multiple triggers with OR logic — “Run when contact submits form OR when contact is added to segment.”
Action Library
Actions cover every MartechAI capability: send email, send SMS, create/update contact, create deal, create task, add to segment, add tag, enroll in sequence, publish social post, generate report, send Slack/Teams notification, call webhook, and custom API requests. Chain multiple actions in sequence or run them in parallel.
Templates & Monitoring
Start from workflow templates for common scenarios: lead nurturing, abandoned cart recovery, welcome series, re-engagement, deal follow-up, and reporting automations. The workflow monitor shows real-time execution status — successful runs, failures, and pending actions. Set up error alerts and retry logic for critical workflows.
Was this article helpful?
Your feedback helps improve the documentation experience.