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

Part of one app, not another tool to wire up. Why we built Clkly this way

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.