Automations · Trigger → condition → action

Drag, drop, automate the busywork.

Build your own automations: 'When a lead is created → if source is demo-request → send Slack alert + create task'. Six trigger types, six action types, zero scripting.

Close 32% more deals with Copilot scoring
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 Workflow Builder 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.

6 trigger types

lead.created · deal.won · contact.submitted · payment.failed · trial.expiring · lead.no_reply_2d · manual.run.

6 action types

send_email · assign_user · create_task · update_field · in-app notify · webhook (HTTP POST).

Conditions with operators

eq / ne / gt / lt / contains / in — chain as many as you need. All-of semantics keep it simple.

Manual + automatic runs

Run any workflow on-demand from the UI. Triggered runs fire on the matching event.

Run history with errors

Every run is logged with payload + per-action result. Debug failed runs without leaving the UI.

In-app notifications

Workflows can drop in-app notifications (bell icon) so users don't miss critical events.

Outbound webhooks

POST workflow payloads to any URL — Zapier, n8n, your custom backend. Signed with HMAC.

Tenant-isolated

Workflows only fire on events from your own company_id. No cross-tenant bleed, ever.

Run counter + last run

Each workflow tracks total runs and last_run_at. Easy to see which automations are hot.

Built for

GENIX Workflow Builder works for every team.

🎯
Marketing ops
Auto-route leads, kick off drip emails, alert sales.
💳
Billing teams
Auto-reminders on payment.failed + invoice.created.
🏢
Account managers
Trial expiry → CSM nudge → save more deals.
Why GENIX

GENIX Workflow Builder vs. legacy workflow builder tools.

Feature
Legacy stack
GENIX Workflow Builder
Visual workflow builder
Pro tier only
All plans
Webhook actions
Limited
Unlimited
14-day trial
Card required
No card · Email-only
Refund policy
Often denied
Risk-free trial first
FAQ

Frequently asked questions

No. They fire async after the source mutation succeeds, so a slow webhook never blocks your CRUD calls.
14-day free trial · No credit card

Ready to try GENIX Workflow Builder?

Build your own automations: 'When a lead is created → if source is demo-request → send Slack alert + create task'. Six trigger types, six action types, zero scripting.

Loved by 500+ teams worldwide