Workflow Automation

Automate the repetitive.
Focus on what matters.

Visual workflow builder with triggers, conditions, and actions. Automate lead assignment, email sequences, record updates, notifications, and AI actions — no code required.

Start Free Book a Demo

No-Code

Visual Builder

Triggers

Event-Based

Conditions

If/Then Logic

AI Actions

Built-in

Features

Everything you need. Nothing you don't.

⟐

Visual Workflow Builder

Drag-and-drop interface. Define triggers, add conditions, chain actions. See your entire automation at a glance.

⚡

Smart Triggers

Fire on record creation, field changes, stage transitions, form submissions, scheduled times, or webhook events.

⑂

Conditional Logic

Branch workflows based on field values, lead scores, record types, or custom conditions. If/then logic without code.

→

Automated Actions

Send emails, update records, create tasks, assign leads, send notifications, trigger webhooks, call AI.

✦

AI-Powered Actions

Generate content, classify records, enrich data, or summarize activities as a workflow step.

↗

Webhook & API Actions

Trigger external services, receive inbound webhooks, or call the OpenAva API from within workflows.

Full personalization

Shape the system around how you actually work.

Start from a useful industry setup, then personalize the workspace with your own modules, fields, objects, layouts, reports, roles, and handoff workflows.

Custom modulesAdd operational areas like intake, service delivery, approvals, vendors, recruiting, or client success.

Custom fieldsCapture statuses, source details, dates, files, formulas, picklists, owners, and records unique to the business.

Custom objectsModel records like properties, applications, work orders, donors, menus, contracts, assets, or anything else.

Custom workflowsBuild reminders, approvals, assignments, reports, and follow-up sequences that keep work moving.

How it works

Up and running in minutes.

Pick a trigger

Record created, field changed, form submitted, or schedule.

Add conditions

Filter by any field, lead score, or record type.

Define actions

Email, update, assign, notify, AI generate — chain as many as you need.

FAQ

Frequently asked questions.

Which plan includes workflow automation?

Workflow automation is included in the Plus plan and above. The Plus plan costs $20/mo total — not per user — and includes the visual workflow builder, all trigger types, conditional logic, AI actions, and webhook integrations.

How many workflows can I create?

There is no hard limit on the number of workflows you can create. Build as many automations as your team needs — lead assignment, email sequences, task creation, notifications, and more.

Can workflows trigger AI actions?

Yes. You can add AI-powered steps to any workflow. Generate email content, classify incoming leads, enrich contact data, or summarize deal activities — all triggered automatically as part of your workflow.

Do workflows support webhooks?

Yes. Workflows can send outbound webhooks to trigger external services, and you can use inbound webhooks as workflow triggers. You can also call the OpenAva API directly from within a workflow step.

Pay-as-you-go transparency

Published unit rates and prepaid add-ons.

Free plans can still use templates and designer tools at no cost. AI generations, premium lead generation, managed call minutes, and extra accounts use prepaid wallet funds so teams can control spend before usage grows.

AI generations $0.20-$0.75 each

Use text, social, landing page, image, and background-removal tools with published per-use rates.

Premium leads $0.03 per lead

Prepay for premium lead generation when your team needs more contacts beyond plan allowances.

Managed calls $0.05/min

Add managed call minutes for tracking numbers, lead attribution, and client communications.

Usage	Price
Templates/designer	$0
Text/social AI generation	$0.20 each
Long-form or landing page draft	$0.50 each
AI image generation/edit	$0.75 each
Background removal	$0.50 each
Premium Lead Generation	$0.03 per lead
Managed call minutes	$0.05/min
Extra connected account	$5/account/mo or $10/mo per 3-account pack

Prepaid wallet

Add wallet funds before extra usage starts.

Wallet add-ons are prepaid at face value. Teams can also add three connected accounts at a predictable monthly pack price.

Add-on	Price	Wallet value
Wallet XS	$5	$5
Wallet S	$10	$10
Wallet M	$25	$25
Wallet L	$50	$50
Wallet XL	$100	$100
Extra Account Pack	$10/mo	3 extra connected accounts

Extra usage is prepaid and transparent; contact [email protected] for custom prepaid terms.

Built for builders. Priced for startups.

One platform.
Start free.

Sales, agency management, HR, marketing, real estate, and more. Plans start at $20/month with included usage and transparent prepaid extras.