Everything you need to operate workflows across CRM, ERP and customer channels.

Turn incoming data into operational decisions

Route each execution based on customer data, ERP status, previous actions or any field in the payload. The same flow that runs in production is the one you can read at a glance — no hidden glue code between tools.

• Conditions and branchingSimple conditions, chained conditions and AND/OR/NOT/XOR logic on any payload field.
• Delays and wait-for-eventHold a process until a deadline passes or an external event arrives.
• Idempotent actionsContact, list and segment steps stay safe when a run is replayed.
• 30+ step types on one canvasTriggers, transformations, loops, run-script, HTTP and channel actions.

Use communication as part of the process

Send email or WhatsApp from the same workflow that reads data, applies rules and updates systems — and generate documents like PDFs and invoices along the way. EzFlows is the orchestration layer; you connect your own provider.

• Bring your own providerWhatsApp through Twilio, the Meta Cloud API or a generic webhook endpoint; email through SMTP, SES, SendGrid, Mailgun or Postmark.
• WhatsApp managed inside the workflowTemplates, sends and delivery events sit next to the rules that trigger them, instead of in a separate provider console.
• Templates and dynamic variablesFill messages and documents with contact, payload and workspace values.
• Delivery and interaction eventsPer-message status flows back into the run timeline.

SMS support is being expanded.

Build it once, reuse it across every client

Save flows and messages as reusable templates with dynamic variables. New clients start from a proven flow instead of a blank canvas — and a fix in the template can roll out everywhere, not copy-pasted ten times.

• Dynamic variablesInject contact, payload and workspace values with {{ }} tokens.
• Template libraryFollow-up, billing, scheduling, re-activation and document flows, ready to clone.
• Duplicate to a workspaceSpin up a flow for a new client in one action.

A built-in docs workspace for everything around your flows

Write playbooks, onboarding guides and client handbooks right next to the automation they describe. A block editor with a slash menu, nested pages and instant search — no separate tool to keep in sync.

• Block editor with a slash menuType / for headings, lists, to-dos, code blocks and callouts.
• Nested pages & workspacesOrganize handbooks, guides and API references in a collapsible tree.
• Instant searchJump to any page with ⌘K — your docs live where the flows do.

Track work on a board and capture it with forms

Beyond flows and broadcasts, EzFlows gives you Kanban-style pipelines — drag cards across stages, assign owners, and back every board with a form you design by drag-and-drop. Your flows create, move and update cards automatically, so the board stays in sync with your automation.

• Kanban boards with stagesColumns for each stage, cards you drag between them, and assignees on every card.
• Drag-and-drop form builderTen field types — text, select, date, checkbox and more — arranged on a canvas with a live inspector.
• Flows keep the board in syncCreate, move, update or delete cards from any flow, so submissions and automations land on the right stage.

Audience actions, native to the canvas

The builder has a Marketing node category, so a flow can manage your audience and respect compliance inline — create or update a contact, route it into a segment or list, check suppression before sending, unsubscribe, or log an activity. Membership actions are idempotent, so reruns stay safe.