Automation
Workflows turn everyday signals — a new contact, a signed document, a click — into the right next message, label, or handoff. Build them visually in minutes. No code, no glue scripts, no "maybe Zapier".
A new contact is added
When this happens
Send a Text Message
Welcome SMS template
Wait 1 day
Then continue
Send an Email
Onboarding email
Add a Label
Onboarded
What is a Workflow?
A workflow is a simple rule, drawn as a flowchart: pick a starting event (like a new contact or a signed document), then chain together steps — send a message, wait a day, branch on a condition, tag the contact, notify another system.
Every workflow runs automatically in the background. You stay in control with one-click pause, draft mode for safe edits, and a clear activity log for every contact that goes through.
When
A new contact is added
Then
Send SMS · wait 1 day · send Email · tag "Onboarded"
14 triggers
to start a workflow
15+ steps
to compose any sequence
When This Happens
Every contact action and every document event can start a workflow — automatically or on demand. Pick one to begin.
Contacts
A new contact is added
Someone new is added to your contacts.
A contact agrees to receive messages
Someone gives consent to hear from you.
A contact unsubscribes
Someone opts out of receiving messages.
A contact is added to a group
A contact joins one of your groups.
A contact moves to a new stage
A contact progresses in your pipeline.
Forms & Documents
Someone fills out a form
A contact completes one of your forms.
A document is signed
A contact signs one of your documents.
A document is declined
A contact declines to sign a document.
A document is opened
A contact opens a document you sent.
Messages
A message campaign finishes
All messages in a campaign have been sent.
A message is delivered
A text or email reaches a contact.
An email is opened
A contact opens an email you sent.
A link in an email is clicked
A contact clicks a link in your email.
A contact replies to you
A contact sends you a message.
Manual
Manually enroll specific contacts
Pick existing contacts to enroll from the workflow page — does not fire automatically when a contact is created.
Do This Next
Drop steps into the canvas in any order. Mix messages, timing, logic, organization, and outbound webhooks freely.
Messages
Reach out across any channel.
Send a Text Message
Trigger a personalized SMS from a template.
Send an Email
Send a templated, branded email to the contact.
Send a Document to Sign
Request a signature on any document in your library.
Send a Form to Fill Out
Drop a form into the conversation and capture the response.
Timing
Pace the conversation.
Wait Before Continuing
Pause for minutes, hours, or days before the next step.
Wait Until a Date
Hold until a specific calendar date or contact property.
Logic
Branch on what happens.
Check a Condition
Send contacts down different paths based on their data.
End the Workflow
Cleanly exit the contact from the automation.
Organize
Keep your CRM clean as things happen.
Add a Label
Tag the contact for filtering and reporting.
Remove a Label
Drop a tag the contact no longer needs.
Add to a Group
Place the contact into a segmented group.
Remove from a Group
Take the contact out of a group.
Move to a Stage
Advance the contact in your pipeline.
Update Contact Information
Set field values on the contact record.
Advanced
Reach beyond Respectly.
Notify Another System
Send a webhook (GET, POST, PUT, DELETE) to any URL with contact context.
Visual Builder
Build the entire flow on one canvas. Pick a trigger, stack your steps, configure each one inline, then turn it on.
Choose any of 14 triggers across contacts, forms, documents, and messages — or enroll people manually.
Add messages, waits, conditions, labels, and webhooks. Configure each step in a side panel as you go.
Click Activate. Watch enrollments roll in from the dashboard. Pause, edit, or archive at any time.
Add a step
A new contact is added
When this happens
Send a Text Message
Select a text template
Wait Before Continuing
Set a wait time
Send an Email
Select an email template
Add a Label
Select a label
Notify Another System
Set a URL
Notify Another System
Lifecycle
Every workflow has a clear lifecycle. Build safely in Draft. Flip to Active when ready. Pause for the holidays. Archive when retired — without losing the history.
Total Workflows
3
Active
2
Total Contacts
847
New client onboarding
WHEN · When a new contact is added
Document signature follow-up
WHEN · When a document is opened
Annual consent renewal
WHEN · Manual enrollment
Patterns That Work
New contact → welcome SMS → wait 1 day → email a getting-started form → tag once submitted.
Document opened but not signed → wait 2 days → send a polite nudge SMS → end the workflow on signature.
Wait until a yearly renewal date → email re-consent form → branch: thank-you or quiet drop.
Form submitted → update contact fields → POST a webhook to your CRM with the latest data.
Anyone on your team can build, edit, and ship workflows — engineering not required.
Every send still respects consent, TCPA rules, and quiet hours — automatically.
See every contact that has been through a workflow, the step they finished on, and why.
Push events to your CRM, billing, or internal apps with a single Notify Another System step.