The problem it solves
The follow-ups that grow a business are exactly the ones that get forgotten when things get busy. Sequences automate multi-step workflows — reminders, follow-ups and actions — triggered by what’s actually happening in your business.
What it does
- Build multi-step automated cadences
- Trigger steps off events (new lead, quote sent, order milestone)
- Coordinate actions across modules
Use cases
A new lead automatically gets a follow-up sequence. A quote that goes quiet triggers a reminder. An onboarding flow runs the same steps every time.
How it connects
Sequences react to events across the CRM, Quoting and Orders, and can pair with the AI-agent layer for fully automated follow-through.
For your AI agent
Coming to the API. Target abilities: create sequences, trigger steps off events. Proposed resource: sequence. Naturally complements agent-driven automation.
Best for
Sales-led and service businesses that live or die on consistent follow-up.