Workflows, forms & chatbots
Put the busywork on rails
Three visual builders share one canvas language: workflows that react to anything happening in your data, forms that capture structured records, and chatbots that qualify and route — all pushing into the same CRM.
Workflows
Trigger → condition → action, with receipts
Fire on records, pipeline items, tasks, notes, form submissions or chatbot sessions — created, updated, stage-changed, submitted or completed. Branch on conditions, wait with delays, then update fields, create tasks and notes, or send messages through your connected accounts. Every run is logged node-by-node; test with a dry run before going live.
- Visual canvas with health badges per node
- Variable binding from a field catalog
- Delays, branching, and per-node output context
- Run history with logs; dry-run mode
Condition operators
Forms
Forms that create records, not spreadsheets
Drag-drop sections and fields mirroring your CRM types, conditional visibility, and section branching on a visual logic canvas. Published forms render on a dedicated public client with theming, captcha, origin control and submission limits — and auto-push maps answers straight into objects and pipelines.
- Multi-step with branching (when → go to)
- Field widths, help text, validation
- Auto-push mapping to objects / flows
- Submissions with IP, contact resolution, linked records
Submissions
Every answer lands somewhere useful
Submissions are first-class: browse them per form, push them into records manually or automatically, and watch survey scores become dashboard-ready data the moment they arrive.
- Per-form submissions table
- Single and bulk push to CRM
- Resolved contact per submission
- Queryable like any other dataset
Chatbots
A bot builder your marketing team can drive
Design conversations on a graph: send text and media, ask typed questions (email, phone, date, choices, ratings), branch on answers, show card carousels, then hand off to a human or an AI agent. Deploy to the web widget or connect WhatsApp, Telegram, Facebook, Instagram, Discord and X.
- Typed ask-nodes with validation
- Cards, choices, location and contact nodes
- Human and AI-agent handoff
- Sessions tracked with answers + auto-push to CRM
Also in the box
Queued execution
Workflow runs execute on a job queue with retries — not in the request path.
Embeddable widget
The chatbot ships as an iframe/script widget with theming and fingerprinting.
Public form client
A dedicated, fast public renderer for published forms.
Health checks
Editors flag incomplete or misconfigured nodes before you activate.
Session analytics
Active, completed and abandoned chatbot sessions per bot.
Origin allow-lists
Control exactly which domains may embed or submit.
Works better together
Related modules
Run your whole business from one tab.
Join the early access — bring your team, connect your channels, and keep every workflow in one place.