Automated Workflows
Less chasing.
More moving forward.
Connect an inquiry to a follow-up, a task, and the right teammate. Build your process, review the details, and choose when Nivo puts it into motion.
A seller inquiry arrivesCapture the details from your form.
Prepare a relevant replyUse their timeline and your approved information.
Create the next taskGive your team a clear follow-up.
Review the activitySee what happened and what needs attention.
Your process. Fewer loose ends.
- Connect supported triggers and actions.
- Prepare relevant replies and follow-up tasks.
- Review activity and keep your team in control.
A little setup.
A useful next step.
- 01
Choose a useful trigger
- 02
Connect actions and review the details
- 03
Enable your workflow and review activity
Good questions.
Clear answers.
Do workflows run automatically?
They run after your team configures and enables them. Check triggers, recipients, and connections before switching one on.
Can I connect my CRM?
Available connections include Follow Up Boss contact handling and compatible APIs. Actions depend on your provider and setup.
Can I start small?
Start with a simple inquiry-to-task workflow, test it, and add steps as your process becomes clear.