Build the follow-up your team would do — if they had time. Trigger off any event in your business, branch on any condition, run any action. Visually. Without code. On autopilot, 24/7.
Pick the event that starts it. Pick what runs next. Add waits, branches, and goals between the steps. That's a workflow.
A trigger (the event that starts it), a sequence of actions (the steps that run after), and logic (waits, branches, splits) woven between them. Build it once; it runs forever.
Once a workflow is published, it fires every time its trigger lands — at 3am, on a holiday, while you’re on vacation. Nobody has to remember to send the follow-up.
A few of the categories — there are more, and the catalogue keeps growing. If it happens in your business, it can probably trigger a workflow.
Communication, CRM updates, payments, ad-pixel events, internal alerts, external webhooks — all in the same workflow, in any order.
This isn't a drip-sequence tool wearing a fancy name. The builder gives you the real logic primitives — so a workflow can make decisions, not just send messages on a timer.
The visual builder is the same canvas your marketer uses to write a nurture and a developer uses to wire a webhook. New to automation? Describe what you want in plain English — the AI builder assembles a starting workflow you can edit.
Not generic “drip your list” examples — concrete sequences from real industries you can copy on day one.
A quote-request form lands. Within 5 seconds the lead gets a personalised SMS, gets tagged by line of business, and lands in the right producer’s pipeline. The producer gets a Slack ping with the full context — name, coverage requested, source — so the first call is informed.
Phone rings, no one picks up. Within 5 seconds, an SMS goes out: “Sorry we missed you — what can we help with?” If they reply, the conversation lands in the inbox AND a job-card opens in the pipeline. If they don’t reply in 4 hours, follow up by email.
New buyer lead from a Facebook lead ad, tagged by neighbourhood. Drip 6 emails across 60 days with new listings in their target area, pulled live from a Google Sheet. If they ever click a listing, branch to the “hot” path and notify the agent.
Triggers in. Actions out. 1,000+ apps via Zapier and Pabbly, plus native webhooks.
Plays nicely with the tools you already use
QuickBooks
ClickUpWorkflow automation amplifies whatever process you already have. If you have a process, this is leverage. If you don't, build the process first.
Workflows handle the steps. Pair them with the AI Assistant add-on so the back-and-forth at the start of every sequence runs itself too.
A 30-minute walkthrough using your real process. We'll show you the workflows other businesses in your space are running today — and which ones to copy first.
