Automation
Your back office keeps working at night.
Workflows in FinSuites connect CRM, email, WhatsApp, calendar and payments without Zapier, without Make and without an integration that breaks one day. You describe what should happen. The system does it, the same way every time, around the clock.
What is inside
Unlimited workflows, no integrations
New contact, form submitted, appointment booked, appointment missed, payment received, tag added, pipeline stage changed. Anything that happens in the system can trigger something.
Email, WhatsApp, SMS, internal notification, task, pipeline move, invoice, webhook. Over 40 actions that run without connecting external tools.
Branches by reply, tag, field value or time. Wait until the appointment, until opened, until answered. Logic that reads like a sentence.
Summarise text, draft a reply, detect intent, extract data from messages. AI as a building block in the workflow, billed via your credits.
From Growth you get complete workflow packs: lead follow-up, no-show recovery, review request, reactivation. Import, adapt, switch on.
Every run is traceable: which contact, which step, when, with what result. If something does not run, you see where.
In detail
Three workflows that pay for themselves immediately
Follow-up within 60 seconds
The most valuable workflow is the simplest: every enquiry gets a personal message with a booking link within one minute. Whoever replies first wins most enquiries. The system always replies first.
No-show recovery
Reminder 24 hours before, reminder one hour before, and after a missed appointment an immediate new proposal. Appointments that come back into the calendar without anyone chasing.
Reviews on autopilot
After a completed job the system asks for a review, reminds once and says thank you. Google reviews that come on their own instead of being forgotten.
Without Zapier
Why built-in automation wins
integrations that can break. Trigger and action run in the same system.
actions out of the box. No cost per task, no zap limits.
log for everything. Every step visible, every error findable.
Basic workflows in Starter, unlimited workflows from Growth. Compare all plans in detail
Part of one system
Closely connected to this
FAQ
Common questions about automation
Do I need coding skills?
No. Workflows are built visually: pick a trigger, attach actions, set conditions. If you have ever set up an email rule, you will manage.
How is this different from Zapier or Make?
Zapier connects foreign tools with each other. FinSuites automates inside one system where the data already lives. No intermediate steps, no cost per task, no errors from format mismatches.
Can I still connect external tools?
Yes. Webhooks in both directions, native integrations for Stripe, Google, Meta, Zoom and others. Premium automations with external services are billed via your credits.
How many workflows can I build?
Starter: basic workflows. Growth and Scale: unlimited. The number of runs is not limited either.
Who builds my workflows?
You, with our templates, or we do in the setup call. For complex processes there is the Custom Setup where we build your entire system.
Ready?
Your first workflow is live in ten minutes.
Start for free and switch on the 60-second follow-up. Everything else builds on that.