Workflow Embed

How It Works:

• Visual Builder: Users can create complete workflows inside your app using a workflow visual builder. They choose what triggers the workflow and what actions should follow, either from your app or third-party services.

• Define Triggers and Actions: Users can define triggers like new leads or form submissions, and then set actions to take like sending emails, creating records, or updating data in other tools.

Why Choose This:

• Full Flexibility: Perfect for SaaS platforms that want to give users control over automating tasks across different apps, tools, and internal events.

• Customizable Workflow: Users can customize when and how things happen, making it ideal for businesses that need specific, tailored workflows.

Use case example:

A CRM platform wants users to build custom workflows like:

"When a new lead is added in the CRM, create a contact in HubSpot and notify the sales team on Slack."

"When a form is submitted in Typeform, create a new deal in the CRM and send a confirmation email."

Users control both the trigger (CRM or external tool) and the actions (Slack, HubSpot, Email), building end-to-end workflows inside your product.