Agency automation
Run automations for every client. Report results they care about.
Reusable templates, a workspace per client, and outcomes you can show each client.
For: Agencies and automation consultants managing several clients.
The business problem
You find out a client's automation broke when the client tells you.
- Each client has their own CRM, numbers and credentials. Mixing them is a risk.
- You rebuild the same lead-response flow for every client.
- Clients ask “is it working?” and you send them a run log.
The outcome
Every client's core automation hits its outcome target, and failures are seen by the agency first.
Example workflow
- 1. TriggerWebhooks
Client event
Each client workspace gets its own signed webhook.
- 2. ActionCRM Messaging
Run the shared template
Same outcome template, client-specific connections.
- 3. Branch
Failure?
Retries first. If still failing, it lands in the agency's attention queue.
- 4. Outcome
Client outcome met
Per-client results, ready to share.
Measurable outcome
How the result is measured and verified.
- Metric
- Client outcomes on target
- Target: Set per client, e.g. 90% of leads contacted in 5 minutes
- Verified by
- Each client's own events, scoped to their workspace.
- Not counted as success
- Runs that completed without the verification event.
- When it fails
- One queue across clients for anything that needs a human.
Integrations used
Status is shown as it is today. Anything not yet available can be reached through an HTTP step or a webhook.
Webhooks
AvailableHTTP Request
AvailableCRM Messaging
Needs operator setupHubSpot
Beta — bring your credentialsGoHighLevel
Coming soon
Other solutions
Start automating what actually matters.
Define one outcome, connect a webhook, and see what got done. Free to start, no card needed.