Automate Your Business Workflows Without the Busywork
Build visual workflows that connect customer actions, AI decisions, messaging, CRM updates and business systems — without building every process from scratch.
Too Many Business Processes Still Depend on Manual Work
Eliminate manual handoffs, response lags, and fragmented customer data with automated execution.
Lead Follow-Up
Leads arrive from forms, ads, WhatsApp or other channels and wait hours before someone acts.
Repetitive Operations
Teams repeatedly send routine messages, update fields, assign tasks and check statuses manually.
Disconnected Systems
Customer conversations, CRM records and operational tools live in separate, isolated silos.
Slow Decisions
Important next steps stall because team members must check multiple tools before taking action.
One Workflow. Every Step Connected.
A continuous sequence that turns incoming events into immediate, coordinated business actions.
Trigger
Start a workflow from a customer action, form submission, CRM event, webhook or schedule.
Understand
Use business rules or AI to classify information, summarize requests, and detect customer intent.
Decide
Apply conditions and branching logic to determine the exact next step for every scenario.
Act
Send a WhatsApp message, SMS, email, voice call, or team notification automatically.
Update
Update CRM records, assign owners, create tasks, and sync data across connected platforms.
From Trigger to Action — Automatically
See how a customer enquiry turns into immediate engagement, CRM sync, and sales assignment.
Customer Action
Visitor submits admissions enquiry
Workflow Trigger
Event received via webhook
AI / Rules
AI evaluates intake & program interest
Condition Check
High-intent criteria verified
Business Action
Dispatches WhatsApp brochure & link
CRM Update
Lead created & assigned to counselor
Follow-Up
Calendar task scheduled for tomorrow
Lead submits web form → AI qualifies enquiry intent → System checks qualification conditions → WhatsApp brochure sent automatically → CRM lead record created → Sales advisor assigned → Follow-up task scheduled.
Build Workflows Visually
Visual workflow builder designed for business and technical teams to design and deploy logic rapidly.
Drag & Drop
Assemble multi-step workflows visually on an intuitive canvas without manual coding.
Conditions & Logic
Create multi-path if/else branching based on customer attributes, timing, and event payloads.
Delays & Scheduling
Execute actions instantly, pause for defined delay intervals, or schedule for specific dates.
Webhooks & APIs
Trigger workflows from external SaaS tools and send payload data to custom endpoints.
Add AI Where Decisions Need Intelligence
Combine AI reasoning with deterministic business rules to handle complex decisions mid-workflow.
Understand Intent
Detect what the customer wants from incoming messages or forms.
Classify Enquiries
Categorize leads, tickets, and requests by urgency and department.
Extract Information
Pull key details (budget, dates, names) into structured CRM fields.
Summarize Context
Generate concise summaries for human agents before handoff.
Personalize Responses
Draft dynamic, context-aware messages tailored to the customer.
Route Dynamically
Determine the optimal next workflow step based on conversation content.
Turn Workflow Decisions Into Customer Actions
Connect workflow triggers directly to Kommify’s native communication channels.
Trigger WhatsApp messages, SMS alerts, or AI Voice calls seamlessly from within workflow branches without complex third-party middleware.
WhatsApp Business
Send automated templates, rich media, and interactive CTA buttons
SMS Alerts
Deliver instant verification codes, confirmations, and transactional updates
Email Platform
Dispatch structured notification emails, onboarding guides, and receipts
Voice & Voice AI
Trigger automated phone calls or bridge callers to AI Voice Agents
Team Notifications
Alert sales reps and support agents on Slack, email, or internal CRM
Keep Your Systems in Sync
Every workflow step updates your CRM and core business systems in real time.
Create Leads & Contacts
Automatically generate CRM records when new inquiries arrive.
Update Deal Stages
Advance pipeline stages when appointments or payments complete.
Assign Ownership
Route records to specific representatives based on territory or load.
Create Tasks & Activities
Schedule follow-up tasks with due dates for account executives.
Sync Custom Fields
Write back extracted customer parameters and qualification scores.
Trigger Connected Systems
Push event payloads to accounting, ERP, or billing software.
Example: Automate New Lead Follow-Up
A complete step-by-step look at how Kommify executes a high-converting lead journey.
Lead Captured
Prospect submits website consultation form
AI Qualifies Enquiry
Extracts preferred service, budget, and timeline
Check Lead Conditions
Evaluates if requirement meets priority criteria
Send WhatsApp Response
Dispatches personalized confirmation & brochure
Update CRM Record
Creates contact & sets status to "Qualified Lead"
Assign Sales Owner
Routes lead to regional account executive
Follow-Up Reminder
Creates calendar task with call briefing notes
Automate the Work That Happens Every Day
Proven workflow templates designed for high-frequency operational scenarios.
Lead Management
Capture inbound inquiries from forms, score lead intent, dispatch WhatsApp info, and assign sales reps.
Abandoned Cart Recovery
Detect checkout abandonment, wait 30 minutes, send a reminder with cart items, and notify sales.
Customer Support
Receive support requests, classify priority with AI, resolve common queries, or escalate with context.
Appointment Management
Confirm calendar bookings, send WhatsApp reminders 24h prior, and trigger post-meeting follow-ups.
Sales Follow-Up
When a deal stage updates, trigger personalized WhatsApp follow-up messages and create calendar tasks.
Education Admissions
Screen new student enquiries, verify program eligibility, dispatch brochures, and book counselor slots.
Connect Workflow Automation to Your Existing Stack
Connect through available integrations, APIs and webhooks to keep data flowing seamlessly.
CRM & PipelineVerified
- HubSpot
- Salesforce
- Kommify CRM
- Zoho CRM
CommunicationVerified
- WhatsApp Business
- SMS Gateway
- Email Platform
- Voice & IVR
ProductivityVerified
- Google Sheets
- Gmail
- Slack
- Google Calendar
Commerce & PaymentsVerified
- Shopify
- Razorpay
- Stripe
- WooCommerce
Developer ToolsVerified
- Custom REST APIs
- Inbound Webhooks
- Outbound Webhooks
- Event Triggers
Know What Happened at Every Step
Complete execution visibility and reliable delivery controls for every automated workflow.
Execution History
Inspect every trigger run with detailed step timestamps.
Step-Level Status
Track inputs, logic evaluations, and action responses per node.
Error Visibility
Immediate clarity on failed API calls or missing data fields.
Automatic Retries
Configurable retry logic for transient third-party endpoint timeouts.
Activity Audit Logs
Comprehensive audit trails for compliance and workflow versioning.
Failure Notifications
Instant email or Slack alerts whenever an exception occurs.
See Workflow Automation in Action
Real results from organizations automating customer operations with Kommify.
National Admissions & Training Network
Admissions teams spent 30+ hours weekly manually reviewing website leads, emailing brochures, creating CRM contacts, and assigning counselors.
Implemented Kommify Workflow Automation to trigger instant WhatsApp brochure delivery, AI intent screening, automated CRM record creation, and smart counselor routing.
Reduced average lead response time from 4 hours to under 60 seconds, automated 100% of CRM lead creation, and increased student counseling bookings by 52%.
Frequently Asked Questions
Everything you need to know about getting started with Kommify Workflow Automation.
Automate the Work. Connect Every Action.
Build workflows that connect customer interactions, AI decisions, communication and business systems — so your team can focus on the work that actually needs them.
Trusted by Businesses Across Industries
Powering communication, engagement and growth for organizations across industries.