How many automation triggers does DialWise support?

73 trigger types across CRM events, messaging, scheduling, and webhooks. Most owners start with post-call text confirmations and missed-call follow-ups.

Can I connect external automation tools?

Yes. Use connected automation platforms or signed custom webhooks to sync with tools you already run. Many teams migrate more work into DialWise once the core follow-up logic lives in one dashboard.

Do automations cost extra?

No. Workflow automations are included on every account. SMS and email actions use credits at clear rates when they send.

Workflow Automations | DialWise AI CRM Features

Features

Follow-ups, texts, emails, tasks, and webhooks that run on their own after every customer moment

Overview

Replace the sticky-note follow-up system with workflows that trigger from real conversations, move the CRM forward, and keep customers warm while your team is busy.

A call ends with "call me back Thursday." The automation creates the task, sends the confirmation text, updates the lead status, and pauses if a downstream step needs human review. No sticky note. No mental load at dinner.

DialWise workflow automations use a full-screen visual canvas with trigger nodes, action nodes, router logic, run-once testing, result panels, and error handling. Build journeys across calls, chats, SMS, email, appointments, lead changes, campaign events, and inbound replies.

Use native CRM actions when the workflow should stay in DialWise, or call connected automation platforms and custom webhooks when another system needs to receive the event.

Capabilities

What Workflow Automations does for your business

Visual workflow builder

Drag triggers and actions on a canvas with right-click menus, connection validation, run-once results, and a focused inspector. See exactly what runs after a call, chat, form fill, reply, booking, or stage change.

SMS and email follow-ups

Send confirmation texts, reminder emails, nurture messages, and inbound-reply follow-ups automatically. Templates can use merge fields from the CRM record and conversation context.

CRM task and status updates

Move leads through your pipeline, assign callback tasks, update custom fields, create manual work items, and change lead status based on what happened in the conversation.

Webhook and integration actions

Send signed outbound events to connected tools, import external scenarios, and call custom webhooks. Push and pull data without rebuilding your stack.

Conversation and campaign triggers

Fire automations when a call ends, a chat closes, an SMS arrives, an email reply comes in, a campaign completes, a lead changes, or an appointment is booked.

Routing and error handling

Branch workflows with nested AND/OR logic, pass step outputs forward, retry failed actions, ignore non-critical failures, or pause a run for manual review.

Toggle, test, and audit

Test a workflow, pause it for a busy week, inspect run history, or turn on seasonal campaigns without touching code.

Why DialWise

More than a memory layer

Prompt-built agents in GTM CRMs draft emails for your sales team. DialWise automations run the follow-up itself: texts sent, tasks created, pipeline updated. Your team reviews outcomes instead of babysitting every step.