Workflows for what you build.

Notifies the assigned rep the instant a lead lands and escalates if unworked.

1. New lead assignedSent when a task, lead, deal, or work item is assigned to a team member.
2. Lead unworkedClaim-required alert; escalates server-side if nobody claims it.

Tells the deal owner and their manager when a deal moves, needs approval, or closes.

1. Deal movedSent when an application, case, return, or project status changes.
2. Approval neededClaim-required alert; escalates server-side if nobody claims it.
3. Deal wonSeverity-cued threshold or anomaly notification — infrastructure or any watched metric, price, device, or pipeline.

Keeps a booked demo on the prospect's calendar and offers a new time when they miss it.

1. Demo confirmedSent when a booking is confirmed.
2. Demo tomorrowSent the day before the appointment.
3. Demo in 1 hourSent about an hour before the appointment.
4. Missed demoSent after a missed appointment.

Verifies a new rep's phone and confirms exports and ownership transfers with a one-time code.

1. Verify your numberSent when a user verifies their phone at signup.
2. Login codeSent when a user logs in with SMS as a second factor. SMS is still commonly used for primary 2FA, but it is less secure than authenticator apps that use temporary one time passwords (TOTP) or passkeys. Consider using one of them instead.
3. Confirm this changeSent before a sensitive action — withdrawal, payment change, ownership transfer.

Keeps the account admin ahead of billing, sign-in, and access changes on the subscription.

1. Trial endingSent a few days before a trial ends.
2. Card declinedSent when a customer's card is declined.
3. Plan updatedSent when a renewal, plan change, or cancellation goes through.
4. New sign-inSent when an account is accessed from a new device.
5. Account suspendedSent when an account is suspended.