AI and Code Automations

Go beyond SMS and email. Add API requests, custom code, Zapier triggers, and AI-powered steps to any workflow, with every step configurable, versioned, and run per contact.

THE PROBLEM

Custom logic, API calls, and Zapier steps inside any sequence

Go beyond SMS and email. Add API requests, custom code, Zapier triggers, and AI-powered steps to any workflow, with every step configurable, versioned, and run per contact.

Off-the-shelf tools hit a wall
No way to call your own systems
Custom logic requires engineers
Integrations live in separate tools
No trace when something breaks

WHAT IT DOES

Workflows powerful enough for engineers

CAPABILITY
API and code steps

Send a request to any endpoint or run custom JavaScript mid-sequence, with full CRM context.

  • Automated data pipelines
  • Real-time dashboards
CAPABILITY
Zapier and AI steps

Trigger any of 7,000+ connected apps, or let Cynlie make a decision at a point in the flow.

  • Invoice and payment workflows
  • Internal approvals and routing
CAPABILITY
Precise and traceable

Conditional branching on any field, plus a per-contact trace with API responses and code output.

  • Internal copilots for finance teams
  • Document processing (contracts, invoices)

HOW IT WORKS

See it in action

From advanced step to verified execution, in three steps.

STEP 1
Capture
Sync to external systems
INPUTS
Trigger
AUTO
Listen
Understand
Capture
RESULT
  • Cleaner leads. Faster handoff.
STEP 2
Process
Custom data transforms
INPUTS
Context
AUTO
Enrich
Score
Route
RESULT
  • Faster triage. Cleaner queues.
STEP 3
Act
AI-assisted branching
INPUTS
Action
AUTO
Book
Update
Follow up
RESULT
  • Fewer errors. Faster close.

RESULTS

The results you can expect

What you get:

7,000+

Zapier apps

Reach almost any tool from inside a sequence.

Any API

external integrations

Connect your CRM to your own systems.

Adding API, code, and AI steps to a sequence builds automation logic no off-the-shelf tool can replicate.

Why builders choose Cynlie for advanced flows

  • Intelligent KYC/KYB

API request steps (GET, POST, PUT)

  • Underwriting Automation

Custom JavaScript code steps

  • Predictive Fraud Prevention

Zapier steps across 7,000+ apps

  • AP/AR Workflow Orchestration

AI assistance steps in the flow

  • Liquidity & Cash Forecasting

Conditional branching on any field

  • AI-Powered Support Triage

Per-contact execution trace

See Cynlie in action

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Explore related features

Automation Sequences
Automated Outbound Calls

AI and Code Automations questions, answered.

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Frequently asked

API requests, custom code, Zapier triggers, and AI-assisted decisions, alongside call, SMS, and email steps.

Yes. Send GET, POST, or PUT requests to any endpoint with CRM data in the payload.

Any of 7,000+ apps through Zapier, plus any API directly.

Yes. Write JavaScript in a code step to transform data or handle complex logic.

Yes. A per-contact trace shows every step, including API responses and code output.