THE PROBLEM
Visual workflows that call, text, email, branch, and update your CRM
Build a multi-step lead-nurture sequence in minutes on a visual canvas. Watch each step fire, branch, update the CRM, and hand work to the right person automatically.
WHAT IT DOES
Every step type, on one canvas
Visual, branching workflows
Drag-and-drop call, SMS, email, delay, and condition steps, with Yes and No paths on any CRM field.
- Automated data pipelines
- Real-time dashboards
CRM-event triggers
Start a workflow when a contact is created, updated, or matches a filter, and control exactly who qualifies.
- Invoice and payment workflows
- Internal approvals and routing
Traceable and versioned
See a per-contact run history for every step, and roll back to any saved version in one click.
- Internal copilots for finance teams
- Document processing (contracts, invoices)
HOW IT WORKS
See it in action
From trigger to tracked execution, in three steps.
Lead scoring and routing
- Cleaner leads. Faster handoff.
Multi-channel nurture
- Faster triage. Cleaner queues.
Conditional follow-up
- Fewer errors. Faster close.
RESULTS
The results you can expect
What you get:
execution trace
Know exactly what ran, when, and the outcome.
every save
Roll back to any prior workflow instantly.
A workflow that scores a lead, then calls, texts, or emails based on the result gives every lead the right follow-up at the right time.
Why one canvas beats stitching tools together
- Intelligent KYC/KYB
Visual drag-and-drop canvas
- Underwriting Automation
CRM-event triggers and enrollment rules
- Predictive Fraud Prevention
Call, SMS, email, and delay steps
- AP/AR Workflow Orchestration
Conditional branching with AND/OR logic
- Liquidity & Cash Forecasting
Update-customer steps mid-flow
- AI-Powered Support Triage
Zapier and API steps
See Cynlie in action
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Explore related features
Automation Sequences questions, answered.
Frequently asked
What can a workflow do?
Combine AI calls, SMS, email, delays, and conditions, with branching on any CRM field, all on one canvas.
How do contacts enter a workflow?
Through CRM triggers and enrollment rules you define, like a new contact or a field update.
Can I see what happened per contact?
Yes. A per-contact run history shows exactly which steps ran and their outcomes.
Can I undo changes?
Yes. Every save is versioned, so you can restore any prior version in one click.
Does it connect to other tools?
Yes. Add Zapier and API steps to reach thousands of apps and your own systems.