Anything that follows a rule - follow-ups, assignments, notifications and data updates. - Auto-assign and notify on new leads - Fire follow-up tasks as deals progress - Keep fields in sync without manual edits If you find yourself doing the same thing repeatedly, a workflow can do it for you.

Workflows

The boring bit,
on autopilot.

Trigger-based automations built into the same platform your data lives in. Someone clicks a pricing link? Tag them, move them, email them, notify you - pick any combination.

Start free See pricing

app.clkly.xyz

Trigger

Contact added to list

US Prospects

If lifecycle stage is "Paying"

If / Else

YESNO

Mark as successful deal

Move deal stage

Remove from "US Prospects"

Remove from list

End · Won

Send nurture email

Send email

Wait 2 weeks

Delay

Check lifecycle again

If / Else

NOW PAYINGSTILL NO

Loop back

Send follow-up

Send email

Live · 12 runs today

What you get

Automations without the integration tax.

Triggers on anything

Link clicked, email opened, form submitted, contact tagged, list joined. 20+ triggers out of the box.

Branches + conditions

If-this-then-that logic, multi-path branches and wait steps. No chaining three Zaps to do one thing.

Tag + move contacts

Auto-tag, auto-move between lists, auto-set lifecycle stage. Keep the data tidy without thinking.

Send emails inside flows

Trigger a sequence step, send a one-off, notify your team - all from inside the same workflow.

Webhooks + external APIs

Fire off HTTP calls when something happens. Easy enough for non-devs, powerful enough for devs.

Schedules + delays

Run nightly, weekly or on a 30-minute wait. Pause, resume or cancel any run any time.

Debugging that doesn't suck

Watch every run, live.

Every workflow run has a full execution log - steps, inputs, outputs, failures. Something broke? Click the run, see exactly which step lied.

Run history
Every run, every step, every output, persisted.
Failure alerts
Email yourself when something goes wrong.
Replay + retry
Manually re-run any step for any contact.

Trigger · Link clicked (/pricing)ok

Action · Tag contact "hot-lead"ok

Action · Move to list "Pipeline"ok

Action · Notify team via webhookok

Action · Start sequence "Follow up"running

FAQ

Workflow automation FAQs

What is workflow automation?

Workflow automation runs your repetitive steps for you, triggered by events in the CRM.

Trigger on a stage change, form fill or date
Create tasks, send emails or update records
Chain steps into multi-stage flows

Clkly lets you turn your process into automations, so the routine work happens on its own.

Related: Tasks · Lead routing

What can I automate?

Anything that follows a rule - follow-ups, assignments, notifications and data updates.

Auto-assign and notify on new leads
Fire follow-up tasks as deals progress
Keep fields in sync without manual edits

If you find yourself doing the same thing repeatedly, a workflow can do it for you.

Related: Outreach

Do I need to be technical to build a workflow?

No - workflows are built from simple triggers and actions, no code required.

Pick a trigger, add actions, switch it on
Test before you go live
Edit any time as your process changes

A no-code builder means the people who own the process can automate it.

Related: Spaces

Automations that live where your data lives.

Free plan includes 1 active workflow. Pro lifts the cap.