Connect the steps so they run themselves: signed becomes a work order, a copy goes to the customer and reminders are sent automatically. You don't chase paper — the system does.
Flows tie the modules together into a self-running flow. When something happens — a quote is signed, a lead changes status, a time passes — the system can automatically carry out the next step. It's the glue that means nothing is forgotten and the handling happens by itself.
Choose what should happen when something occurs — without coding.
A signed quote automatically becomes a work order and a copy to the customer.
Send reminders on sent quotes and booked meetings by themselves.
Let leads, documents, calendar and payroll talk to each other automatically.
Flows & automation is a module you can run on its own, but it shares data with the rest of the system. Common connections:
No. You pick a trigger and an action in plain language — no scripts.
Among others status changes, signing and points in time (e.g. no response in X days).
Yes, via an open API and connectors like Zapier/n8n.
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