Workflow Automation

When an event occurs in any connected app, trigger an action inside WorkGenius.

Create leads, update records, build pipelines, assign tasks, enrich contacts, send messages, and sync data across your stack — all through automated workflows.

Active Rules

23

Executions

121

Success Rate

99%

AI Suggestions

0

New Lead → Email Sequence

Automatically send welcome emails to new WorkGenius leads

When

contact created

Then

send follow up email

Executions

0

Success Rate

100%

Status

Active
New Lead → Email Sequence

Automatically send welcome emails to new WorkGenius leads

When

contact created

Then

send follow up email

Executions

1

Success Rate

100%

Status

Active
New Lead → Email Sequence

Automatically send welcome emails to new WorkGenius leads

When

contact created

Then

send follow up email

Executions

1

Success Rate

100%

Status

Active
New Lead → Email Sequence

Automatically send welcome emails to new WorkGenius leads

When

task created

Then

send follow up email

Executions

0

Success Rate

100%

Status

Active
follow up after miss call----- TEST

No description

When

call completed

Then

send follow up email

Executions

0

Success Rate

100%

Status

Active
Sales Follow-up - Bob Builder
AI

Automated follow-up sequence for sales prospect

When

task completed

Then

create follow up

Executions

0

Success Rate

100%

Status

Active

6951b30668480b670bea55dd

Sales Follow-up - Michael Chen
AI

Automated follow-up sequence for sales prospect

When

task completed

Then

create follow up

Executions

0

Success Rate

100%

Status

Active

693116b1879f3492b5984ab9

Sales Follow-up - Emily Rodriguez
AI

Automated follow-up sequence for sales prospect

When

task completed

Then

create follow up

Executions

0

Success Rate

100%

Status

Active

692e85d4916447eb9cd27303

Sales Follow-up - Lisa Zhang
AI

Automated follow-up sequence for sales prospect

When

task completed

Then

create follow up

Executions

0

Success Rate

100%

Status

Active

692e83128909c8c64385cfb8

Sales Follow-up - David Thompson
AI

Automated follow-up sequence for sales prospect

When

task completed

Then

create follow up

Executions

0

Success Rate

100%

Status

Active

692e828f8909c8c64385cf80

Sales Follow-up - Lisa Zhang
AI

Automated follow-up sequence for sales prospect

When

task completed

Then

create follow up

Executions

0

Success Rate

100%

Status

Active

692e820793407368941528b8

Sales Follow-up - Lisa Zhang
AI

Automated follow-up sequence for sales prospect

When

task completed

Then

create follow up

Executions

0

Success Rate

100%

Status

Active

692e81e293e5d211973127c0

Auto-send Invoice Reminders
AI

Automatically send payment reminders 3 days before invoice due date

When

due date approaching

Then

send notification

Executions

24

Success Rate

95%

Status

Active

invoice_pattern_analysis

New Client Onboarding Sequence
AI

Automatically create onboarding tasks when new client is added

When

integration sync

Then

create task

Executions

12

Success Rate

100%

Status

Active

client_onboarding_pattern

Birthday Outreach Automation
AI

Send personalized birthday greetings to clients

When

milestone reached

Then

send notification

Executions

6

Success Rate

100%

Status

Active

relationship_building_pattern

Auto-follow-up Overdue Invoices
AI

Automatically create follow-up tasks for overdue invoices

When

task overdue

Then

create task

Executions

18

Success Rate

100%

Status

Active

receivables_optimization

Auto-escalate High-Value Overdue
AI

Escalate overdue invoices over $5000 to manager

When

bottleneck detected

Then

send notification

Executions

5

Success Rate

100%

Status

Active

receivables_risk_analysis

Auto-apply Payment to Invoices

Automatically match and apply payments to open invoices

When

integration sync

Then

update priority

Executions

31

Success Rate

96%

Status

Active
Auto-create Invoice on Milestone
AI

Automatically generate invoice when project milestone completed

When

milestone reached

Then

create task

Executions

15

Success Rate

93%

Status

Active

billing_automation_pattern

Client Health Score Monitor
AI

Monitor client health scores and create retention tasks

When

bottleneck detected

Then

create task

Executions

8

Success Rate

87%

Status

Active

client_retention_analysis

Create task from Freshdesk ticket

When an urgent Freshdesk ticket is created, create a task in WorkGenius

When

freshdesk ticket created

Then

create task

Executions

0

Success Rate

100%

Status

Active
Sync new contacts to Google Sheets

Automatically sync new contacts to a Google Sheet for reporting

When

contact created

Then

google sheets sync

Executions

0

Success Rate

100%

Status

Active
Create task from Zendesk ticket

When a high-priority Zendesk ticket is created, create a task in WorkGenius

When

zendesk ticket created

Then

create task

Executions

0

Success Rate

100%

Status

Active