A Workflow in Flowla is how you build momentum that never stops.
It picks up the signals from your customer journey (a deal moving stages, a new stakeholder joining, a form being submitted) and turns them into action.
Instantly. Automatically. Exactly how you want it.
You can send follow-ups, trigger onboarding, update your CRM, notify your team, personalize the next steps with AI, or invent something completely new.
If you can imagine it, you can automate it.
What’s inside a Workflow?
What’s inside a Workflow?
Every Workflow follows the same simple structure:
Trigger: Something happens. For example, a Room is viewed, a form is submitted, or a CRM stage changes.
Action: Flowla responds. It might send an email, update a property, unlock a section, or post a Slack message.
AI Agent: Flowla thinks for you. It can generate personalized content like a business case or a follow-up based on real engagement.
Workflow Structure: Triggers → Actions
Workflow Structure: Triggers → Actions
Triggers can come from:
Room activity (e.g. “new contact added” or “room viewed”)
CRM stage changes
Form submissions
Call transcripts (via AI Notetaker)
Actions can include:
Sending a personalized email
Unlocking or updating a Room
Creating a new Room from a template
Notifying your team in Slack
Updating fields in HubSpot or Salesforce
Generating follow-ups or business cases with AI
You can chain actions together or trigger workflows across Sales and CS at the same time.
You don’t need any coding. You just map the journey once, and Flowla runs it for you behind the scenes.
Why Workflows matter
Why Workflows matter
Without Workflows, every next step depends on someone remembering to act, reacting fast enough, and keeping every tool updated manually.
That might work when you are handling a few deals. It completely falls apart when you are trying to scale.
Workflows take the pressure off your team. They make sure the right follow-up, the right notification, and the right CRM update happen exactly when they should.
Deals keep moving because customers never wait on you
Handoffs between Sales and CS happen cleanly and consistently
CRM stays clean and up to date without endless admin work
Customers stay engaged because nothing slips through the cracks
Flowla becomes the system running underneath your process.
Your team focuses on conversations and strategy, not reminders and checklists.
Before you build:
Here’s what you’ll want to get familiar with: