Workflow Automation
Automate Your Entire Business Workflow
SteadyOps workflow automation connects your CRM, invoicing, marketing, and reviews with trigger-based automations. No coding. From $49/mo.
The old way vs the SteadyOps way
The old way
After every job you manually create an invoice, send a review request, update the CRM, and add the customer to your email list. Each step is a separate app. Things get forgotten. You spend 2 hours a day on admin work that generates zero revenue.
The SteadyOps way
When you close a deal, everything fires automatically: invoice sends, review request queues, customer gets added to your nurture campaign, and the CRM updates. You build the workflow once and it runs forever.
How it works
Get started in minutes
Choose a trigger
Select what starts the automation: deal closed, appointment completed, invoice paid, new contact created, form submitted, or any custom event.
Add actions
Stack actions that happen when the trigger fires: send email, send SMS, create invoice, request review, update CRM field, assign to team member, add to campaign.
Set conditions (optional)
Add conditions to control flow: if deal value > $1,000, send a thank-you gift. If customer is VIP, skip the review request. If industry is HVAC, use the HVAC email template.
Turn it on and forget it
Activate the workflow. It runs in the background 24/7. Monitor results on the automation dashboard — see how many times it triggered and what actions were taken.
Key capabilities
Cross-product triggers
Trigger automations from any SteadyOps product: CRM, invoicing, scheduling, reviews, voice, or chatbot. Everything connects.
Pre-built templates
Start with ready-made templates: new lead nurture, post-job review request, overdue invoice reminder, VIP customer alert, and more.
Conditional logic
Use if/then branching to create smart workflows. Different actions based on deal value, customer type, service category, or any CRM field.
Multi-step sequences
Chain multiple actions together with delays. Send a thank-you email immediately, request a review after 2 hours, add to a campaign after 7 days.
Activity log
Every automation run is logged with timestamp, trigger details, and action results. Debug issues and track performance easily.
No coding required
Build automations with a visual builder. Select triggers, add actions, set conditions — no code, no API calls, no developer needed.
Real-world scenario
See it in action
The scenario
You build one automation: when a deal is marked 'Completed,' automatically (1) generate and send the invoice, (2) wait 2 hours and send a review request, (3) add the customer to your seasonal maintenance email campaign, and (4) update the CRM status to 'Past Customer.'
The result
Your 3 crew leads complete jobs and check them off. Everything else happens automatically. You save 10+ hours per week on admin and never forget a follow-up.
Workflow Automation is included in every paid plan
No add-on fees. No per-feature pricing. Workflow Automation is part of the SteadyOps platform starting at $49/mo.
Frequently asked questions
Unlimited automations on all paid plans. Create as many workflows as you need — there is no per-automation fee.
Yes. Automations can send SMS, email, create invoices, request reviews, update CRM records, assign tasks, and more — all from one workflow.
No. The visual workflow builder uses dropdowns and simple forms. If you can use a form, you can build an automation. Pre-built templates make it even easier.
Try Workflow Automation free for 7 days
No credit card. No contracts. No per-user fees. Start using Workflow Automation in under 5 minutes.