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Workflow automation

Build no-code flows that route work, approve requests and update every tool automatically.

Feature overview

Automate the work between your tools

Workflow automation connects triggers, logic, people and AI into flows that run around the clock. Build once, then let every lead, ticket and invoice move on its own.

app.saasytech.com/workflows/lead-routing – New demo requestapp.saasytech.com/workflows/lead-routing – New demo request
How it works

From trigger to result in four steps

01

Pick a trigger

Start from a form, an email, a webhook, a schedule or a change in any connected app.

02

Add logic

Branch on conditions, loop through records and call the AI to classify or draft.

03

Route and approve

Assign owners, request sign-off and notify the right people automatically.

04

Monitor and improve

Watch every run, replay failures and refine with real results.

Capabilities

Everything a serious automation needs

  • Unlimited branches and loopsModel real processes, not just straight lines.
  • Human approvals built inPause a flow until the right person says yes.
  • Full observabilityEvery run logged, searchable and replayable.
app.saasytech.com/workflows/runs

Run history

Live
RunDurationStatus
Lead routing #48121.2 sSuccess
Invoice match #48112.8 sRetrying
Ticket triage #48100.9 sSuccess
Onboarding #48091.6 sSuccess

Triggers

Webhooks, schedules, forms, email and 80+ app events.

Branching and loops

Conditions, parallel paths and per-record loops.

Approvals

Single or multi-step sign-off with reminders.

AI steps

Classify, extract, summarise and draft inside a flow.

Retries and replay

Automatic retries with one-click replay of failures.

Versioning

Draft, publish and roll back any flow safely.

In practice

Workflows teams ship in their first week

Three of the most popular flows, ready to copy.

Sales

Lead routing

Score inbound leads and assign them to the right rep in under a minute.

-84% response time See the use case
Support

Ticket triage

Classify intent, draft replies and escalate sensitive issues automatically.

2x tickets resolved See the use case
Finance

Invoice approvals

Match invoices to purchase orders and route exceptions for sign-off.

5 days faster close See the use case
Benefits

Good for the team and the business

For teams

Less busywork, more real work

  • Hand off repetitive tasks to flows
  • Fewer errors from copy and paste
  • Clear owners on every request
For the business

Faster cycles at lower cost

  • Shorter response and approval times
  • Consistent processes you can audit
  • Scale volume without scaling headcount
Integrations used

Flows that reach every tool you rely on

Triggers and actions for more than 80 apps, with the most popular shown here.

Technical specs

The numbers behind the engine

Limits scale with your plan. Need more? Enterprise plans are fully configurable.

Compare plans
Workflow automation technical specifications
Trigger typesWebhook, schedule, form, email, app event, manual
Steps per workflowUp to 250 (Business), 1,000 (Enterprise)
Run history30 days (Growth), 1 year (Business), custom (Enterprise)
Median run latencyUnder 2 seconds
ConcurrencyUp to 500 parallel runs per workspace
API accessREST API, webhooks and SDKs for JavaScript and Python
Uptime SLA99.99% for Business and Enterprise plans
FAQ

Workflow questions, answered

Need more detail? The documentation covers every step type.

More FAQs

Most teams ship a first flow in under an hour using a template. Building from scratch typically takes a few minutes per step.

Yes. Dry-run mode replays real historical data through the flow without sending messages or changing records.

Failed steps retry automatically with backoff. You get an alert, and you can replay the run from the exact step that failed.

Related features

Pair it with these

AI assistant

Ask questions and get drafted next steps from your data.

View feature

Live dashboards

Watch workflow results update in real time.

View feature

Build your first workflow today

Start free, use a template and have a flow running before lunch.