Automate easier with templates.
Browse workflow templates for the processes you run every day. Apply one and make it yours.
New arrivals
Send Slack Message After Successful Publish
Automatically notify your team in Slack when a social post is successfully published.
Send Internal Email After Successful Publish
Automatically notify your team with an internal email when a social post is successfully published.
Run an agent when a property value changes
Trigger a custom agent the moment a specific property value changes, so the right work happens exactly when something important shifts.
Run an agent on a schedule
Run a custom agent on a set schedule to keep recurring work moving without anyone having to remember it.
Run an agent when a record is created
Run an agent the moment a new record is created, so every record gets handled the instant it enters your CRM.
Automate Renewals Preparation
Automatically schedule renewal tasks ahead of target close dates.
Create renewal deals automatically
Streamline your Customer Success handoff by generating a renewal deal and follow-up tasks whenever a deal is closed won.
Most popular
Send an email series when a form is submitted
Send a welcome email to new conversions. If you have not used automation to nurture leads, this is a good workflow to start with.
Create and assign tasks when a new deal is created
Keep new opportunities in motion with this template designed to help your team stay organized and informed.
Update company properties based on defined criteria
Automatically mark your best fit prospects for special prioritization
Tell team members when a form is submitted
Notify a team member when a new prospect or customer books a meeting.
Send 4-email drip campaign to customers
Send a customer satisfaction feedback survey to your customers.
Assign new web leads to contact owners
When you get a new web lead, automatically assign it to an owner.
Tell contact owners when leads interact with your website
Send an email to a rep when a contact takes actions on your website that show a high likelihood to purchase.
Getting attention today
Send an email series when a form is submitted
Send a welcome email to new conversions. If you have not used automation to nurture leads, this is a good workflow to start with.
Send 4-email drip campaign to customers
Send a customer satisfaction feedback survey to your customers.
Send re-engagement email to cold leads
Send an email to leads who have lost interest or customers who have not visited your website in awhile.
Email website visitors based on page visited
Share and promote a new product or service offering with your prospects and customers.
Tell contact owners when leads interact with your website
Send an email to a rep when a contact takes actions on your website that show a high likelihood to purchase.
Send welcome email to new customers
Start off with a great impression. Send a personalized welcome email to new contacts.
Create and assign tasks when a new deal is created
Keep new opportunities in motion with this template designed to help your team stay organized and informed.