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Connect the steps.
Let the work keep moving.

Build visual workflows from triggers, conditions, and actions across Agaro and connected apps. Start from templates, keep credentials and variables in one place, and review every execution.

Talk to us See a run, step by step
WorkflowsAssign incoming leads Active

Trigger0.1s

On lead created

Run when a new lead is added from any source

Condition0.1s

If

Lead has an owner

Action0.4s

Create task

Follow up with the lead

Action0.6s

Slack

Tell the sales channel

ActionSkipped

Update lead

Assign an owner

Showing the 22 Oct, 10:15 AM run Ran Skipped

Executions

  1. Succeeded Assign incoming leads Trigger · 22 Oct, 10:15 AM · 1.2s
  2. Succeeded Prepare welcome tasks Trigger · 22 Oct, 9:40 AM · 2.1s
  3. Failed Weekly operations digest Schedule · 21 Oct, 8:00 AM · 2.8s
Illustrative sample records. Not a live workspace.

What it does

A canvas, a history, and a head start.

Workflows is the general automation engine. Campaign sequences remain a separate Marketing capability.

  1. 01

    A visual workflow

    Connect the supported triggers, logic, and actions that describe your business process.

  2. 02

    Execution history

    Review workflow executions to see the history of the runs your workspace has performed.

  3. 03

    Templates to build from

    Start from a workflow template when it fits the process, then adapt the supported steps.

How it goes

From the first event to the last run.

  1. Choose the trigger

    Identify the event that should start the workflow.

  2. Connect the logic

    Arrange the conditions and supported actions for the process.

  3. Review the runs

    Follow execution history and inspect the outcome of the workflow.

Executions

Every run, on the record.

Every run of every workflow in this workspace, newest first. Open one to see what each step received and produced.

Executions

Active workflows
3
Production runs
86
Failed
1
Average run time
1.8s
Status Workflow Mode Started Duration
Succeeded Assign incoming leads Trigger 22 Oct, 10:15 AM 1.2s
Succeeded Prepare welcome tasks Trigger 22 Oct, 9:40 AM 2.1s
Succeeded Assign incoming leads Trigger 22 Oct, 9:07 AM 1.3s
Failed Weekly operations digest Schedule 21 Oct, 8:00 AM 2.8s

Steps in this runWeekly operations digest · 21 Oct, 8:00 AM

  1. Schedule Trigger Succeeded 0.1s
  2. Search invoices Succeeded 0.9s
  3. Send email Failed 1.8s

Step data: Send email. What this step received and produced in this execution.

Succeeded Assign incoming leads Trigger 20 Oct, 3:31 PM 1.1s
  • Queued
  • Running
  • Waiting
  • Succeeded
  • Failed
  • Canceled
  • Crashed

Make it yours

Start from a template, then make it yours.

  1. 01

    New lead to Slack and a task

    Post new leads to your team chat and create a follow up task for the owner.

  2. 02

    Weekly overdue reminders

    Find overdue invoices every Monday and email a reminder.

  3. 03

    Form to CRM

    Turn a contact form into a lead and send a confirmation email.

  4. 04

    Alert when a workflow fails

    Be told straight away if an automation stops working.

Ways to tailor Workflows

  • Roles and permissions

    Decide who can see, create and change workflows, down to records and fields, with custom roles.

    See Users and Roles
    Every paid plan

  • Agaro Agent

    Ask about your workflows in plain language. The Agent asks before it changes a record, and it works within your permissions.

    Meet Agaro Agent

  • Your own custom modules

    When workflows needs a neighbour Agaro does not ship, build a module with your own fields, workflows and records in Studio.

    See custom modules
    Scale and up

  • App Builder

    Build a website, document, slides or internal app next to your workflows, described in plain words.

    See App Builder
    Every paid plan

  • Open API and MCP

    Connect your own systems, or let Claude and other AI clients work inside Agaro with the same permissions.

    Scale and up

Free covers one CRM user. Studio custom modules, AI agents, API and MCP, single sign on and multi company are on Scale and up. See plans and pricing. Agaro ERP is in Preview / Pilot, so you shape it directly with the product team.

Read more: Customize your ERP without a developer: Studio and App Builder

Connected

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