Workflows
Event-triggered automation that runs the moment something happens in your CRM — turning replies into booked meetings.
Try it free →All featuresWorkflows tool features
Triggered by anything that happens
Start a workflow on a record change, a new tag, a reply, a list update, or a schedule.
Branch on any condition
Send people down different paths with if/else logic and filters — no code.
Act across every channel
Send and engage on LinkedIn, email, WhatsApp, Instagram, and Telegram from one automation.
Keep your CRM in sync
Add tags, update fields, create tasks, and move records between lists and campaigns as a workflow runs.
Test it before it goes live
Dry-run every step and message, then publish with built-in checks.
Start automations off any signal
Kick off a workflow when a record changes, a tag is added, a prospect replies, an invite goes unanswered, a list updates, or on a set schedule.
Build logic without writing code
Route people down different paths based on their data, channel, or behavior with if/else branching and filters — all visual, no code.
Reach out on every channel, automatically
Send messages and engage across LinkedIn, email, WhatsApp, Instagram, and Telegram from inside the same workflow.
Let your CRM update itself
As a workflow runs it can add tags, update fields, create tasks, and enroll or exit records from campaigns and lists — your data stays current on its own.
Ship with confidence
Dry-run a workflow to preview every message and step, then publish with built-in checks that catch broken paths and bad merge tags before anyone sees them.
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How a team doubled revenue with Klovis
By automating their follow-ups with Klovis workflows, the team kept every lead warm without manual chasing — and doubled revenue in a year.
Workflows FAQ
Workflows are automations that run when something happens — a reply, a tag, a stage change — and carry out the next step for you.
Manual follow-up is where deals leak. Workflows make sure the right step always happens, on time, every time.
Pick a trigger, add conditions and delays, then choose what happens — send a message, update a record, or alert your team.
Start from a template or build your own, publish it, and Klovis runs it automatically from then on.