Automate
Automate your ops without leaving the platform.
Native workflow builder that connects your CRM, projects, and billing. When a deal closes, auto-create a project and generate an invoice — no Zapier required.
Replaces Zapier
Capabilities
Everything you need
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Visual Workflow Builder
Drag-and-drop automation builder. No code required — just connect triggers and actions.
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Triggers & Actions
Trigger automations on any event — deal won, task completed, invoice overdue, and more.
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Cross-Module Workflows
Connect CRM to projects to billing. One workflow can span your entire business process.
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Conditional Logic
Add if/then branches to your workflows. Route work based on deal size, priority, or any field.
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Scheduling
Schedule automations to run on a recurring basis. Perfect for weekly reports and reminders.
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No-Code Required
Built for business users, not developers. Set up powerful automations in minutes.
Start your 14-day free trial
Full access to all features. Cancel anytime.