Automatically send emails, forms, and invoices, and trigger unique actions and tasks within a project. Set up pauses in a workflow with required tasks or approvals if you want to check in at any point.
Customize workflow actions to be triggered conditionally or at a specific day and time.
Create templates for your workflows for repeated use, or customize a single workflow.
Set up automatic and personal emails to be sent to your client as soon as they reach out to you.
Gather data from your clients, and use that data to auto-fill fields in your forms and emails to eliminate the need for manual entry.
Tag projects and change project statuses using custom triggers.
Send automatic reminders to notify your clients about incomplete forms.
Create internal reminders for you and your team to stay on track with each project.