Automate the busywork. Keep the deals.
Any event kicks off the right sequence. Tasks, messages, and updates, in order. Your process executes itself, every time.
Trusted by 100,000+ customers since 2009.
Workflows
New lead entered New lead cadence — text sent, task created, follow-up scheduled.
Hours back every week, on autopilot.
Workflow automation is the connective tissue of Shape. Triggered by lead scores and stage changes in lead management, it fires email, texts, and tasks—so your whole process runs itself.
From manual steps to a process that runs itself.
Without workflow automation
- Every follow-up done by hand.
- Steps skipped when things get busy.
- Leads fall out of the process.
- Reps re-key the same updates.
- No consistency across the team.
- Building automation needs a developer.
With Shape workflow automation
- Sequences run automatically.
- Every step happens, every time.
- Cadences keep working until they reply.
- Fields and tasks update themselves.
- A consistent process for everyone.
- Drag-and-drop, no code needed.
Build your process once. Let it run.
Drag-and-drop triggers, conditions, and actions that work across every part of Shape.
Kick off on any event.
Start a workflow when a lead is created, a stage changes, a tag is added, or a date hits.
- ✓ New lead, stage, tag, or date
- ✓ Activity-based triggers
- ✓ Start instantly
Chain the whole sequence.
Send emails and texts, create tasks, update fields, assign owners—in the order you choose.
- ✓ Email, text, and tasks
- ✓ Field and owner updates
- ✓ Multi-step sequences
Send welcome text.
Create task + schedule follow-up.
Different paths, same workflow.
Branch on score, source, or field values so each lead gets the right treatment.
- ✓ If/then branching
- ✓ Branch on any field
- ✓ Personalized paths
Follow-up that never quits.
Multi-touch cadences keep reaching out across channels until a lead responds.
- ✓ Multi-touch, multi-channel
- ✓ Auto-stop on reply
- ✓ Consistent every time
Anyone can build it.
A visual, drag-and-drop builder means no developers and no waiting to launch.
- ✓ Drag-and-drop builder
- ✓ Templates to start
- ✓ Live in minutes
Trigger → text → task → wait → email.
Workflow active for new leads.
Set up by someone who does this daily.
You are assigned an implementation specialist, not a knowledge-base article. They stay with you through launch.
One person owns your setup end to end and knows your configuration when you call back six months later.
Ask Shape AI at 2am or reach a product expert by phone during business hours — both routes work.
New webinars weekly and refreshed courses as features ship, so your team never trains on an old version.
Workflow automation questions, answered
What can Shape’s workflow automation do?
It runs your process automatically—triggering emails, texts, tasks, field updates, assignments, and multi-step cadences based on events—all built with a no-code, drag-and-drop editor.
What can trigger a workflow?
New leads, stage or status changes, tags, activity, dates, and score changes can all start a workflow, so the right sequence fires the moment something happens.
Can workflows make decisions?
Yes. Conditional branching lets a workflow take different paths based on score, source, or any field value, so each lead gets the right treatment automatically.
Do I need a developer to build workflows?
No. The builder is fully no-code and visual, with templates to start from, so anyone on your team can create and launch workflows in minutes.
What does workflow automation integrate with?
Workflows act across every Shape module and connect to outside tools through native integrations, a Zapier app, webhooks, and an open API—so automations can span your whole stack. See Integrations & APIs.
Is automation data secure?
Yes. All data and automated actions are protected with enterprise-grade security, encryption, and compliance standards including SOC 2, HIPAA, and PCI.
Put your process on autopilot.
See how Shape’s no-code workflows trigger tasks, messages, and cadences automatically—so nothing slips and your team gets hours back.
“This software has been a game changer. We’re a few months in and already more productive and more organized than ever before! Alex has gone above and beyond in our onboarding process helping us make this powerful tool our own. For a tech novice who needs his hand held sometimes I have been comfortable with each step of the process.”
Benjamin KonoMy Smart Team