Automate Everything With Visual Workflows
Build powerful automation with a drag-and-drop workflow builder. Set triggers, add actions, delays, and conditions — no coding required.
Visual Workflow Builder
Drag-and-drop canvas to build workflows visually using React Flow — no coding required.
Smart Triggers
Start workflows when contacts are created, deals move stages, forms submit, and more.
Powerful Actions
Send emails, add tags, create tasks, update fields, notify your team, and more.
Time Delays
Add wait steps between actions — wait hours, days, weeks, or until a condition is met.
Conditional Branching
Create IF/THEN logic based on contact data, deal values, or custom field values.
Test Before Launch
Test workflows with sample data before activating them to ensure they work correctly.
Build a Workflow. Right Here.
This is a live workflow builder. Add steps, rearrange them, and hit Run Workflow to watch it execute.
Drag onto the canvas
Triggers
Contact Created
When a new contact is added
Form Submitted
When a form is filled out
Deal Moved
When a deal changes stage
Actions
Send Email
Send an email to the contact
Add Tag
Add a tag to the contact
Create Task
Create a follow-up task
Notify Team
Send a Slack/email notification
Timing
Wait 1 Day
Pause for 1 day
Wait 3 Days
Pause for 3 days
Wait 1 Week
Pause for 7 days
Conditions
If Email Opened
Branch if email was opened
Drag steps from the panel
Start by dragging a trigger, then add actions
Built With Care, Down to the Details
Execution Logs
Every workflow execution is logged with timestamps and results for debugging and audit trails.
Error Handling
Automatic retry on failures with detailed error notifications to team members.
Custom Field Integration
Use custom field values in workflow conditions and update them via actions.
Active/Inactive Control
Enable or disable workflows with one click without deleting them.
Workflow Automation FAQ
Common questions about workflow automation in Auto Form CRM.
Workflows can be triggered by contact creation, tag changes, deal stage changes, form submissions, WooCommerce orders, date conditions, and manual triggers.
Actions include: send emails, create tasks, update contact fields, add/remove tags, move deals, send webhooks, wait for time delays, and more.
Yes. Add if/then branches based on contact data, tags, deal values, or any custom field. Create complex flows that adapt to each contact's situation.
Use the built-in test mode to simulate workflows with test data. See exactly which actions would fire without affecting real contacts.
No. Create as many workflows as you need. There are no limits on the number of workflows, triggers, or actions.
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