Trigger-based automation that connects the whole platform — when something happens, Convrly does the next thing. No code, no glue tools.
Every lead means the same manual steps: tag it, assign it, message it, book it, alert someone. Workflow automation turns those steps into rules that fire on their own, so the routine runs itself.
Because CRM, messaging, calling and payments are one platform, a single workflow can touch all of them. When something happens, Convrly does the next thing — no glue tools, no code, and no separate automation bill.
Start a workflow from a new lead, a tag, a booking, a payment or a form submission — the moments that actually move your business.
Chain actions — message, assign, wait, tag, notify, update — and branch on contact data so the right lead always gets the right path.
Route internal alerts to the right people over Telegram or inside the platform, so automation speeds work up without hiding it from the team.
An operations lead
When a payment comes in, a workflow fires: tag the contact as a customer, send an onboarding WhatsApp, create an onboarding task and ping the team on Telegram. Five manual steps become zero — and they happen the same way every single time.
Pick what starts the flow — a new lead, a tag, a booking, a payment.
Chain the actions: message, assign, wait, notify, update.
The workflow fires automatically, every time, at scale.
All of this ships as part of the platform — no add-on tiers, no per-feature upsell.
Start flows from leads, tags, bookings, payments and more.
Message, assign, wait, tag, notify and update in sequence.
Mix WhatsApp, email and internal alerts in one flow.
Branch on contact data and behaviour.
Clone proven workflows for new campaigns.
The repetitive work happens without anyone touching it.
No — workflows are built visually from triggers and actions.
New leads, tags, bookings, payments and form submissions — the key events in your pipeline.
Cloud Growth and above include it; self-hosted includes everything.
Book a demo and we'll show you the full platform — CRM, automation and AI calling — on one instance. No subscription pitch.