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Operations🚀 COMING SOONModule 17

Automations & Workflows

No-Code Multi-Module Automation Workflows

Connect every module with visual automation workflows. CRM events trigger WhatsApp messages, task creation, email sends and more — no code, infinite possibilities.

What is Automations & Workflows?

Automations is the connective tissue of HiT OS. Every module becomes more powerful when connected to every other. With a visual drag-and-drop workflow builder, you create automation rules: when a CRM deal moves to Proposal, send a WhatsApp message; when a lead score exceeds 80, assign a task to the account manager; when an invoice is paid, send a receipt via email and update the deal to Closed Won. Workflows support multiple triggers, conditions and branch logic. Schedule automations for specific times or run them instantly when events occur. Every workflow run is logged for audit and debugging.

🚀This feature is currently in development. Enter the platform and install it from the App Store the moment it launches.
Key Capabilities
Visual drag-and-drop workflow builder
Cross-module trigger events
Condition logic & branch paths
Scheduled & event-driven execution
Multi-step action sequences
Workflow run logs & audit trail

How It Will Work

01
Open the workflow builder and choose your trigger event
02
Add conditions — filter by contact, deal stage, value or tag
03
Build the action sequence — WhatsApp, email, task, CRM update
04
Test the workflow with live data before activating
05
Monitor every workflow run from the audit log

Frequently Asked Questions

Can automations trigger WhatsApp messages?

Yes. Automations will be able to trigger any action across any module — including WhatsApp broadcasts, email sends, task creation and CRM updates.

Is coding required?

No. The entire builder is visual and no-code.

When is this launching?

Currently in development. It is one of the highest-priority upcoming modules.

Works Best With

Automations & Workflows connects natively with these modules — install them together for the full automated workflow.

Automations & Workflows is coming soon.

We are building Automations & Workflows right now. Enter the platform to see what is live today — and get notified the moment this launches.