Workflow Automation

Automate your backend operations.

End-to-end automation that connects your calls to your systems. CRM updates, appointment syncing, record creation, and reporting — all handled automatically.

Core capabilities.

Purpose-built capabilities that deliver results from day one.

Real-Time CRM Sync

Every call automatically creates or updates contacts, logs summaries, sets lead status, and triggers follow-up workflows in your CRM.

Appointment Automation

Direct calendar integration that books, reschedules, and confirms appointments without human intervention.

1,000+ Integrations via Composio

Connect to HubSpot, Salesforce, Dentrix, Epic, ServiceTitan, Google Calendar, Gmail, and 1,000+ more. Our team handles configuration.

Managed Workflow Configuration

Our team defines multi-step workflows with conditional logic, parallel actions, and error handling — configured for your exact business needs.

Automated Reporting

Generate daily, weekly, and monthly reports on call volume, conversion rates, and revenue impact — delivered automatically.

Expert Configuration

Our team connects your systems and configures workflows. You see results in your dashboard. No developers needed on your end.

Automation pipeline.

From trigger event to confirmed action — every step automated and logged.

Trigger Event

Call, form, or webhook

Data Extraction

Parse & structure data

CRM Update

Create/update records

Calendar Sync

Book/modify events

Notifications

Email/SMS alerts

Confirmation

Verify & log results

Use cases.

Post-Call Processing

Automatically log call recordings, create transcripts, update CRM records, and trigger follow-up sequences after every call.

Appointment Lifecycle

Handle the full appointment cycle — booking, reminders, confirmations, rescheduling, and no-show follow-ups.

Lead Pipeline Automation

Move leads through your pipeline based on call outcomes. Update status, assign owners, and trigger nurture campaigns.

Cross-System Data Sync

Keep your CRM, PMS, scheduling, and billing systems in perfect sync without manual data entry.

Key benefits.

Eliminate manual data entry across all systems
Reduce administrative overhead by up to 80%
Zero data entry errors with automated sync
Real-time visibility into all operations
Scale operations without adding admin staff
Complete audit trail for every automated action

Works with your stack.

HubSpot
Salesforce
GoHighLevel
Dentrix
Open Dental
Epic
AthenaHealth
ServiceTitan
Housecall Pro
Jobber
Calendly
Google Calendar
NexHealth
Stripe
Zapier
Make
HIPAA
SOC 2
PCI DSS
GDPR
SDVOSB

Ready to get started?

Get up and running fast. No engineering required.