Workflows & Pipeline
Define the shape of your work, watch it move through stages, and surface the right fields at the right moments.
What a Workflow Is
A workflow is the shape of your work — the fields you capture, the stages you move through, the rules that fire.
workflowwork recordwork typedefinition
Editing Fields & Stages
Fork a template, change the fields and stages that don't fit, ship. The editor isn't fancy — it doesn't need to be.
workflow editorfieldsstagesedit
The Pipeline Kanban
Every work record in progress, grouped by stage. Drag a card to move it. The system fires the rules behind the scenes.
pipelinekanbanwork recordstage
Tasks & Callbacks
Auto-created from calls and signals: callbacks, confirmations, quote follow-ups. The things that fall through the cracks.
taskscallbacksfollow upreminders
Workflow Triggers
Rules that fire during or after a call. How the cockpit knows what to pop up and when to escalate.
triggersautomationsignalssurface rules