Workflows · Triggers · Actions

Automate the busywork. Keep the strategy.

Trigger workflows from any module — new lead, paid invoice, signed contract, ticket SLA breach. Branch, wait, call AI, send email, update records. Pre-built templates ship in minutes; the visual canvas handles the gnarly stuff.

Save hours with no-code workflows
Move your cursor to see the cards drift
Trusted by Teams Everywhere
FracTel LLC
Trusted Innovations Corp
Savitele Inc
COREMATRIX
TIM TELEPHONY
AHOI LLC
PUREVOIP LLC
FASTCAST
FracTel LLC
Trusted Innovations Corp
Savitele Inc
COREMATRIX
TIM TELEPHONY
AHOI LLC
PUREVOIP LLC
FASTCAST
Capabilities

Everything Automation ships with — out of the box.

No add-ons. No upsells. The features below are all included on day one of your 14-day trial.

30+ triggers across the suite

Lead created, deal won, form submitted, booking made, ticket opened, invoice paid, signature complete — every meaningful event is a trigger.

Visual branch + wait nodes

If/else branching with custom conditions, time waits, scheduled runs. Drag-drop on a canvas your ops team can read.

AI-assisted action steps

Add a Copilot step to score, summarise, classify or draft. Use the result as the input to the next step.

Pre-built templates

Lead nurture · Invoice reminder · Ticket SLA escalation · Booking confirmation · Stale-deal revival — start with a template, customise to taste.

Copilot suggests the workflow

Describe the outcome you want in plain English. Copilot proposes the trigger + steps; you approve and ship.

Run history + replay

Every run is logged with input/output of each step. Failed? Replay from the failing node — no rebuilds.

Update records anywhere

Workflow steps can mutate CRM contacts, deals, invoices, tickets — write-back from automations is a first-class citizen.

Cron + scheduled workflows

Daily / weekly / cron-syntax scheduled runs for digests, reminders, hygiene jobs.

Built for

GENIX Automation works for every team.

📞
Sales ops
Auto-assign leads, push to slack, draft outreach — without writing code.
💰
Finance ops
Invoice reminders, dunning, late-fee waivers — on autopilot.
🛠️
Customer success
Onboarding sequences and at-risk-account playbooks that actually fire.
🎯
Marketing ops
Lifecycle campaigns triggered by behaviour, not just calendar dates.
Why GENIX

GENIX Automation vs. legacy automation tools.

Feature
Legacy stack
GENIX Automation
AI-assisted suggestions
Roadmap
Today
Native to CRM/Billing
Bolt-on
First-class
Run history + replay
Enterprise
All plans
30+ triggers
Limited
Suite-wide
FAQ

Frequently asked questions

Better — every node has full access to your CRM / Billing / Tickets data, not a sanitised API view. Triggers fire in real time without polling, and AI nodes are first-class.
14-day free trial · No credit card

Ready to try GENIX Automation?

Trigger workflows from any module — new lead, paid invoice, signed contract, ticket SLA breach. Branch, wait, call AI, send email, update records. Pre-built templates ship in minutes; the visual canvas handles the gnarly stuff.

Loved by 500+ teams worldwide