Workflow Builder
Create and manage automated workflows with drag-and-drop interface for integrating accounting and workflow software.
Workflow Components
Triggers
Schedule
Webhook
Email
Actions
Send Email
Update Record
Create Report
Conditions
If/Then
Filter
Workflow Canvas
Start Building Your Workflow
Drag components from the left panel to create your automated workflow. Start with a trigger, add actions, and configure conditions.
Active Workflows
3 ActiveDaily Sales Report
Generates and emails daily sales reports to management
Runs daily at 9:00 AM
Active
Workflow Templates
Monthly Report Generator
Template for generating monthly financial reports
Used 5 times
Customer Support Ticket
Automated workflow for handling support tickets
Used 12 times
Lead Nurturing Campaign
Automated email sequence for nurturing leads
Used 8 times
Zoho CRM Integration
Connected
Last Sync
2 hours ago
Records Synced
1,247
Active Workflows
3