Product/Workflow Automation

Automate your entire
customer journey.

A visual drag-and-drop builder to automate routing, follow-ups, assignments, and multi-channel sequences. No code required, no limits on complexity.

🔒app.closini.com/workflows/builder
Welcome SequenceActive
1,247 runs this week

Trigger: New Contact

When a contact is created via any channel

Wait: 2 minutes

Delay before sending welcome

Condition: Channel Type

WhatsApp vs. Other channels

Yes

Send WhatsApp

Welcome template

No

Send Email

Welcome email

FEATURES

Everything you need to automate at scale

Powerful building blocks that snap together. No engineering team required.

Visual drag-and-drop builder

Build complex automations without writing a single line of code. Drag nodes, connect them, and your workflow is live in minutes.

Triggers & conditions

Start workflows from any event — new message, tag added, lifecycle change, form submission — and branch on any condition.

Auto-assignment

Route conversations to the right team or agent based on channel, language, contact properties, or round-robin rules.

Message sequences

Send multi-step follow-up messages across channels. Drip campaigns, onboarding flows, and nurture sequences on autopilot.

Time delays & schedules

Wait hours, days, or until a specific time. Schedule actions for business hours only or delay until the perfect moment.

Webhook actions

Push data to any external system. Trigger Zapier, call your own API, update your CRM, or sync with any third-party tool.

How workflows work

Three simple steps. From trigger to action, your workflows run automatically.

01

Define your trigger

Choose what starts the workflow — a new conversation, a tag change, a lifecycle stage update, a keyword match, or a scheduled time.

02

Set your conditions

Add branching logic. Route based on channel, contact properties, message content, time of day, team availability, or any custom field.

03

Execute actions

Send messages, assign conversations, update fields, add tags, trigger webhooks, notify team members, or hand off to an AI agent.

USE CASES

Ready-made workflows for every team

Start with a template or build from scratch. These are the workflows our customers use most.

Welcome sequence

Automatically greet new contacts with a personalized welcome message, ask qualifying questions, and route to the right team.

New contact created
3 messages, 1 assignment

Lead routing

Score inbound leads based on message content and contact data, then assign to sales reps by region, language, or deal size.

New conversation
2 conditions, 1 assignment

CSAT survey

When a conversation is resolved, wait 30 minutes, then send a satisfaction survey. Tag detractors for follow-up automatically.

Conversation closed
1 delay, 1 message, 1 tag

Re-engagement

Detect contacts who haven't responded in 7 days. Send a follow-up nudge, and if still no reply, move to a win-back campaign.

Inactivity timer
1 delay, 2 messages, 1 stage update

12x

Faster than manual routing

87%

Reduction in missed follow-ups

0

Lines of code required

24/7

Always running

Stop doing manually what workflows can handle.

Build your first workflow in under 5 minutes. Visual builder, zero code, instant deployment.