Automation Sequences. Visual workflows, real results.

Visual automation builder

Build a multi-step lead nurture sequence in minutes. Watch each block fire, branch, update the CRM, and hand work to the right person automatically.

• Visual drag-and-drop workflow canvas
• Triggers from CRM events (new contact, field update, conditional)
• Email, delay, condition, and API steps (call and SMS steps coming soon)
• Conditional branching with AND/OR logic
• Per-contact run history and execution trace

Core features

• Visual Workflow Canvas — Build sequences on a drag-and-pan canvas. Add steps between any two nodes, create branches, and see the full flow at a glance.
• CRM-Event Triggers — Start a workflow when a contact is created, updated, or matches a conditional filter. Enrollment runs automatically as contacts qualify.
• Automated Phone Calls (coming soon) — A Call step that has your AI agent call each contact with a configurable goal, greeting, and retry schedule. Not yet available on Synova plans.
• SMS Steps (coming soon) — Send personalized text messages with CRM variable tokens that reference each contact's name, service, or status. Not yet available on Synova plans.
• Email Steps — Send automated emails with a custom subject, body, sender, and recipient, all configured per step.
• Delay Steps — Insert a wait between steps. Set the duration in minutes, hours, or days. The sequence resumes automatically when the delay expires.
• Conditional Branches — Split a workflow into Yes and No paths based on any CRM field rule, each branch runs its own independent chain of steps.
• Update Customer Step — Modify a contact's CRM fields mid-workflow. Change a status, score, or tag based on where they are in the sequence.
• Enrollment Rules — Filter which contacts enter a workflow using AND/OR conditions on any CRM field. Broad or narrow. You control who qualifies.
• Per-Contact Run History — See a step-by-step execution trace for every contact that entered a workflow. Know exactly what ran, when, and what the outcome was.
• Workflow Versions — Every save creates a versioned snapshot. Restore any previous version of a workflow with one click.
• Zapier and API Steps — Connect your workflow to external systems. Fire a Zapier trigger or send a direct API request as a step in any sequence. (Coming soon: Slack and custom code.)

How it works

Three steps from trigger to tracked execution.

• Step 01 — Choose what causes a contact to enter the workflow. A new contact, a field update, or a conditional match, and define which contacts qualify.
• Step 02 — Add email, delay, and condition steps on the visual canvas. Configure each one. Preview the full flow before activating.
• Step 03 — Toggle the workflow on. Qualifying contacts enroll automatically. Monitor run history per contact from the Runs drawer.

Third-party connection availability

Zapier, custom webhooks, and third-party API connections are available on Professional ($299/mo) and Enterprise ($599/mo), not Starter. The built-in Synova CRM and supported calendar connections, including Google Calendar, remain included on every plan.