Visual Workflow Builder

Automate Complex Workflows Without Complexity

Design, test, and deploy multi-step automations with a visual drag-and-drop builder. No code required. Trigger from any event, route with conditions, and act across your entire stack.

See the Builder in Action

Drag triggers, conditions, and actions onto the canvas to create powerful automations visually.

Lead Qualification Workflow
Active
Trigger

New Lead Captured

From chat widget or form

Condition

Lead Score > 60?

Check engagement score

Yes
Action

Assign to Sales

Notify via Slack

No
Action

Send Nurture Email

Schedule follow-up

Template Gallery

Start with a proven template and customize it to your needs. Over 300 templates across every business function.

Sales

Lead Qualification Pipeline

Automatically score, qualify, and route new leads based on engagement signals and profile data.

New lead captured5 actions
Sales

Follow-up Sequence

Multi-step email and chat follow-up triggered by inactivity. Escalate to human after 3 attempts.

No response for 24h4 actions
Sales

Deal Stage Updater

Sync deal stages between Skedva and your CRM when conversations hit key milestones.

Conversation milestone3 actions
Support

Ticket Routing

Route incoming support tickets to the right team based on intent classification and priority.

New support ticket4 actions
Support

SLA Escalation

Automatically escalate tickets that breach SLA thresholds. Notify managers and reassign.

SLA breach detected3 actions
Support

CSAT Survey

Send a satisfaction survey after ticket resolution. Log results and flag low scores.

Ticket resolved3 actions
Onboarding

New Customer Welcome

Send welcome email, create CRM record, assign onboarding agent, and schedule kickoff call.

Signup completed6 actions
Onboarding

Trial Conversion Nudge

Engage trial users who have not activated key features with targeted tips and offers.

Day 3 of trial4 actions
Operations

Daily Activity Digest

Compile and email a summary of all leads, conversations, and follow-ups from the past 24 hours.

Daily at 9:00 AM3 actions
Operations

Data Sync Watchdog

Monitor CRM sync health and alert the team if sync failures exceed a threshold.

Sync error detected2 actions
Marketing

Webinar Follow-up

Tag attendees, send replay link, and create follow-up tasks for sales on high-intent attendees.

Webinar ended5 actions
Marketing

Lead Magnet Delivery

Deliver a download link, add the contact to a nurture sequence, and notify the sales team.

Form submitted4 actions
Internal

Employee Request Handler

Receive internal requests via chat, classify by type, and route to the appropriate department.

Internal chat message3 actions
Internal

SOP Compliance Check

Validate that key process steps are followed before marking a workflow as complete.

Workflow completion4 actions

Triggers & Actions

Combine any trigger with any action to build automations that match your exact business logic.

Available Triggers

  • New conversation started
  • Email received
  • Lead captured
  • Scheduled time
  • SLA breach
  • Meeting booked
  • Webhook received
  • Lead score changed

Available Actions

  • Send email or message
  • Assign to agent or team
  • Update lead score
  • Create CRM record
  • Send notification
  • Branch with condition
  • Wait and retry
  • Trigger another workflow

Workflows for Every Team

Browse workflows by department to find the perfect starting point.

Lead Qualification Pipeline

Automatically score, qualify, and route new leads based on engagement signals and profile data.

New lead captured 5 actions

Follow-up Sequence

Multi-step email and chat follow-up triggered by inactivity. Escalate to human after 3 attempts.

No response for 24h 4 actions

Deal Stage Updater

Sync deal stages between Skedva and your CRM when conversations hit key milestones.

Conversation milestone 3 actions

Everything You Need to Automate

A full-featured workflow engine built for teams that want power without complexity.

Visual Drag-and-Drop

Build workflows by dragging triggers, conditions, and actions onto a canvas. No code needed.

Conditional Logic

Add IF/ELSE branches, switches, and filters to route data based on any field or signal.

Multi-Step Workflows

Chain unlimited steps together with delays, loops, and parallel branches.

Template Library

Start from 300+ pre-built templates across sales, support, marketing, and ops.

Workflow Analytics

Track execution counts, success rates, error logs, and average completion time.

Version History

Every edit is versioned. Roll back to any previous state with a single click.

Build Your First Workflow in Minutes

Start free with the visual builder and 300+ templates. No credit card required.