2s
Form / Typeform
Capture lead
Lead submitted with company, email, and service interest.
Workflow automation for real operations
Connect your CRM, spreadsheets, and internal tools into workflows that run automatically, from lead capture to invoicing and reporting.
Built for teams managing real handoffs across sales, operations, and finance where delays, missed updates, and copy-paste work create noise.
A production-style automation map showing how real tools connect from lead capture to finance reconciliation and reporting.
Live workflow board
One automation connecting CRM, communication, billing, accounting, and reporting.
Workflow Active
Last run: 2 min ago
Form / Typeform
Capture lead
Lead submitted with company, email, and service interest.
HubSpot
Create deal
Pipeline stage, owner, and source are assigned automatically.
Slack
Notify team
Channel alert sent with contact details and deal link.
Stripe
Create invoice
Invoice draft created from approved proposal and terms.
QuickBooks
Post accounting entry
Invoice and payment records are synced for finance reconciliation.
Google Sheets
Update row
Finance and ops tracking row updated for leadership reporting.
Validation
PassCheck required fields and email format before creating records.
Condition
YesIf lead score is above 60, continue to team notification.
Delay
TimerWait 2 minutes before sending channel alert.
Sync
LiveKeep deal stage, invoice status, and finance logs aligned.
Save time
Eliminate repetitive handoffs and manual status updates.
Reduce errors
Validation and sync rules prevent silent data mismatches.
Increase visibility
Sales, ops, and finance work from the same workflow state.
Scale with confidence
Add new steps without breaking what already runs in production.