Low-code Automation
Build powerful business automations with FloStack's visual workflow builder — no coding required.
Welcome to FloStack — LeadFlow Pro's automation engine.
FloStack is a low-code workflow builder embedded inside LeadFlow Pro. It lets you automate complex, multi-step business processes across Sales, Marketing, and Service — triggered by real events in your CRM data.
- For integration triggers, see Third-party Integrations Guide.
- For campaign automation, see Campaign Management Guide.
Note: Workflows run in the background silently. Before publishing a workflow to production, always test it using the built-in Test Mode to avoid unintended actions on live data.
1. The Workflow Builder
The FloStack workflow builder is a visual canvas where you connect Trigger nodes, Condition nodes, and Action nodes to build an automation. There is no coding — just drag, connect, and configure.
- Trigger Node – Every workflow starts with a trigger. Triggers are events that kick off the workflow — e.g. 'Lead Created', 'Deal Stage Changed to Won', 'Ticket Created'.
- Condition Node – Branch your workflow based on data conditions — e.g. 'If Lead Score > 60, go to Path A; else go to Path B'.
- Action Node – Perform an operation — send an email, create a task, update a field, notify a Slack channel, call a webhook.
- Delay Node – Wait for a defined period before the next step — e.g. wait 2 hours before sending a follow-up email.
- Loop Node – Repeat an action for each item in a list — e.g. send a WhatsApp message to each contact in a segment.
2. Available Triggers
Triggers are the starting point of every workflow. LeadFlow Pro supports the following trigger types:
- CRM Events – Lead created, lead updated, lead stage changed, deal won, deal lost, contact added.
- Marketing Events – Email opened, link clicked, form submitted, campaign enrolled.
- Service Events – Ticket created, ticket stage changed, SLA breached, CSAT survey submitted.
- Time-based – Run a workflow on a specific date, at a recurring interval, or X days after a lead field date.
- Webhook Trigger – Start a workflow when an external system sends a POST request to your FloStack webhook URL.
3. Common Automation Use Cases
Here are some of the most popular workflows LeadFlow Pro customers build with FloStack:
- Lead Assignment – When a new lead is created from Facebook Ads → assign to the outbound team → create a follow-up task due in 1 hour.
- Deal Won Onboarding – When a deal is moved to Won → send a welcome email → create a setup task for the account manager → notify the customer success team on Slack.
- SLA Escalation – If a support ticket is still Open after 4 hours → notify the team lead → reassign to a senior agent.
- Lead Re-engagement – If a lead's last activity was more than 14 days ago → send a re-engagement email → if no response in 3 days → move to 'Stale' stage.
4. Monitoring Workflow Executions
After publishing a workflow, you can monitor every execution in real time. Go to FloStack > Execution Logs.
- Execution Log – Shows each workflow run with a timestamp, status (Success / Failed / Skipped), and the data that triggered it.
- Step Breakdown – Click any execution to see which nodes ran, what data was passed, and where an error occurred if the run failed.
- Retry Failed Runs – Re-trigger a failed workflow execution with one click — useful when an error was caused by a temporary external outage.
- Execution Alerts – Configure email alerts to notify your team when a workflow fails more than a set number of times in 24 hours.