Visual Workflow Builder
Drag steps onto a canvas, add conditions and branches, and see exactly what will happen.
SortBoxs Automation
Automate workflows and save time.
Create powerful workflows without coding and let SortBoxs handle the busywork.
- Build workflows visually, no code
- Triggers across every module
- Approvals and reminders on autopilot
Workflow Canvas
New lead routing- TriggerNew lead
- ConditionRegion = West
- ActionAssign owner
- ActionWelcome email
- ActionNotify team
Run log
- Waiting for a run…
- Runs
- 1,860
- Success
- 98%
- Avg. time
- 3.8s
AI insight
This workflow routed 212 leads this week. Press Run test to watch it go.
How it works
From a trigger to finished work
Describe what should happen and when. SortBoxs does it the same way every time.
- 1
Trigger
Start on an event, a schedule or a condition, like a new lead, an overdue invoice or a new hire.
- 2
Workflow
Chain steps, conditions and approvals on a visual canvas, and test it before it goes live.
- 3
Action
Update records, send messages, create tasks and assign owners across any module.
Workflow library
Start from the automations teams use most
Pick a team to see example workflows. Each one can be copied and adjusted to your process.
Sales
Keep leads moving without manual chasing.
Workflows 12
Assign new leads
Active
When a lead is created
Round-robin by region
Follow up on quiet deals
Active
No activity for 7 days
Task for owner, alert for manager
Hand over won deals
Active
When a deal is won
Creates the invoice and a project
Automation for every team
Build it once, let it run forever
Anyone can automate a process, because building a workflow feels like drawing a flowchart.
Trigger-Based Actions
Run workflows on record changes, form submissions, dates or messages from other systems.
Cross-Module Automation
One workflow can touch CRM, finance, HR and support, so processes don't stop at team borders.
Approval Chains
Route approvals by amount, role or department, with reminders, delegation and an audit trail.
Scheduled Automations
Run jobs daily, weekly or monthly, like reports, reminders and recurring tasks.
Notification Rules
Tell the right person at the right time, by email or in-app, and only when it matters.
AI for automation
Describe the process, we'll build the workflow
SortBoxs AI watches how your team works and suggests the automations that would save the most time.
- Builds a workflow from a sentence
- Suggests automations based on repeated manual work
- Explains why a run failed and how to fix it
- Spots bottlenecks in your approvals
Build from a sentence
“When an invoice is 5 days overdue, email the customer and tell the owner.” Workflow created.
Suggested automation
Your team assigns new leads by hand about 40 times a week. Automate it?
Failed run, fixed
A step failed because a required field was empty. Add a default value?
Built for every industry
Trusted by businesses across all industries.
Part of one platform
Automation that reaches every module
Because everything lives in one platform, a workflow can cross teams without any integration work.
