Intelligence

Workflows

Automate actions when events happen

Build automated workflows triggered by platform events. Define conditions, actions, delays, and notifications that execute automatically when criteria are met.

What's included

Everything you need from the Workflows module.

Event Triggers

Start workflows from any platform event — inspections, quotes, services, and more.

Conditional Logic

Branch workflows based on data conditions and field values.

Delayed Actions

Schedule actions to execute after configurable time delays.

Execution Logging

Full audit trail of every workflow run with step-by-step status.

See Workflows in action

Book a demo and we'll show you how Workflows fits your team's workflow.