Build it once. It runs for every lead, forever.
A workflow is just the follow-up you'd do anyway — written down once. New lead comes in, text goes out, booking link follows. Drag, drop, done: no code, no Zapier.
Everything automations handles for you
Visual drag-and-drop builder
Triggers, actions, and delays snap together like blocks. If you can sketch your follow-up on a napkin, you can build it here.
Branches that think
Did they reply within an hour? Send the booking link. Went quiet? Wait a day and follow up. The workflow checks, so you don't have to.
Works across every pillar
Automations are the connective tissue of FYNZ — a trigger in your inbox can fire an action in your calendar, your CRM, or your invoicing.
Missed-call text-back built in
An unanswered ring becomes an instant text within seconds — so a busy moment doesn't become a lost customer.
Ready-made recipes
Start from proven templates — speed-to-lead, rebooking nudges, review requests — and tweak the words to sound like you.
Every run, logged
See exactly which workflows fired for which customers and what happened next, so nothing runs in the dark.
Up and running in minutes
Pick a trigger
New lead, missed call, appointment booked, invoice paid — anything that happens in FYNZ can start a workflow.
Add your actions
Send a text, wait a day, add a tag, notify your team — stack the steps in the order you'd do them.
Add a branch if you want
Split on whether they replied, booked, or paid — each path gets its own follow-up.
Turn it on
From then on it runs for every lead that qualifies, whether you're working, driving, or asleep.
Common questions
Automations is stronger with the rest of FYNZ
CRM & pipelines
Leads from calls, forms, and DMs land on one visual pipeline. Drag them from new to won — and see exactly where every deal stands.
Explore →GROWEmail & SMS marketing
Campaigns, broadcasts, and drip sequences go out on schedule — with Content AI drafting the words in your voice. Stay in front of your list without spending Sunday nights writing newsletters.
Explore →SCHEDULEReminders & no-shows
Automatic SMS and email reminders do the chasing for you. Customers confirm with a single reply — and the ones who ghost anyway can be asked for a deposit next time.
Explore →