Visual Workflow Automation Builder for Business Processes
Draw your process on a visual canvas, set the triggers, and let the platform run each step automatically, with no code to write.
Overview
Visual Workflows let you automate repetitive work with a drag-and-drop builder instead of code. You connect triggers, conditions and actions into a flow, and the platform executes each step the moment a record changes anywhere in the system.
Because workflows run on the same data model as CRM, Custom Applications and delivery, a single automation can update a deal, raise a task, send a WhatsApp message and post to a report without any integration. What you draw is exactly what runs.
Explore Business Process Automation →- ✓ No-code drag-and-drop canvas anyone in ops can use
- ✓ Triggers fire on record create, update, field change or schedule
- ✓ Conditional branches route work down different paths
- ✓ Actions span CRM, Custom Applications, Communication and project delivery objects
- ✓ Reusable templates for common processes you can clone
- ✓ Test and version flows before you switch them live
Everything Visual Workflows gives you
Drag-drop builder
Lay out triggers, conditions and actions on a visual canvas without writing code.
Event triggers
Start a flow on record create, update, field change, form submission or a fixed schedule.
Branch logic
Split a workflow into conditional paths so each record follows the right sequence of steps.
Multi-step actions
Chain updates, task creation, notifications and record changes across any object in one run.
Reusable templates
Save proven flows as templates and clone them for new processes or teams.
Run history
Inspect every execution to see which branch fired and why an action ran or skipped.
How the agent works with Visual Workflows
The Flow-Cognition Agent runs a real loop on your Visual Workflows data — grounded in your records, governed and logged.
Sense
Watches workflow runs, where they stall and which branches fire.
Decide
Spots failing or slow steps and suggests a better branch or trigger.
Act
Reroutes a stuck record, retries a failed action or flags the branch to fix — every step logged and governed.
Five-tier model routing · field-level permissions · full audit trail. See the AI layer →
Live in four steps
Pick a trigger
A record change, form submission or schedule.
Add conditions
Branch on field values.
Define actions
Update records, create tasks, send messages.
Test and publish
Dry-run, check run history, then go live.
Where teams put it to work
Lead assignment
When a new lead is created, branch by region and value to auto-assign the right owner and notify them instantly.
Onboarding kickoff
The moment a deal is marked won, spin up the delivery project, its milestones and a welcome message in one flow.
Stale record nudges
A scheduled trigger scans for records untouched for days and raises follow-up tasks before they go cold.
The payoff
Less manual busywork
Routine updates and hand-offs happen automatically the instant they are triggered.
Consistent process every time
Every record follows the same rules, so nothing is skipped or done differently by person.
Built by operations teams, without writing code
Ops teams build and change automations themselves on a visual canvas.
One flow, whole platform
A single workflow can act across CRM, Custom Applications, communication and delivery data at once.
Questions, answered
No. Workflows are built entirely on a drag-and-drop canvas where you connect triggers, conditions and actions visually. Anyone on your ops team can create and edit them.
A workflow can start when a record is created or updated, when a specific field changes, when a form is submitted, or on a fixed schedule such as daily or weekly.
Yes. Because every module shares one data model, a single flow can update a CRM deal, create a finance invoice, raise a delivery task and send a message together.
You add condition steps that check field values, then split the flow into branches so records that meet different criteria follow different sequences of actions.
Yes. You can dry-run a flow and review its run history to confirm the right branches fire, then publish it to run automatically on live data.
Related capabilities
Approvals and SLA Management with Automated Escalations
Route every request to the right approver, hold each response to an SLA, and escalate automatically before a deadline slips.
Project and Delivery Management with Milestones and Tasks
Plan the work into milestones and tasks, track it on a timeline, and deliver from kickoff to sign-off without losing the thread.
Resource Planning with Capacity, Allocation and Utilisation
See who has capacity, allocate the right people to the right work, and keep utilisation healthy so teams are neither idle nor overloaded.
See Visual Workflows in your workflow
Start free, or get a guided walkthrough with our team — on the one platform that runs Business Process Automation and your whole business.