Workflow Automation

Automate the repetitive.
Focus on what matters.

Visual workflow builder with triggers, conditions, and actions. Automate lead assignment, email sequences, record updates, notifications, and AI actions — no code required.

No-Code
Visual Builder
Triggers
Event-Based
Conditions
If/Then Logic
AI Actions
Built-in
Features

Everything you need. Nothing you don't.

Visual Workflow Builder

Drag-and-drop interface. Define triggers, add conditions, chain actions. See your entire automation at a glance.

Smart Triggers

Fire on record creation, field changes, stage transitions, form submissions, scheduled times, or webhook events.

Conditional Logic

Branch workflows based on field values, lead scores, record types, or custom conditions. If/then logic without code.

Automated Actions

Send emails, update records, create tasks, assign leads, send notifications, trigger webhooks, call AI.

AI-Powered Actions

Generate content, classify records, enrich data, or summarize activities as a workflow step.

Webhook & API Actions

Trigger external services, receive inbound webhooks, or call the OpenAva API from within workflows.

How it works

Up and running in minutes.

01

Pick a trigger

Record created, field changed, form submitted, or schedule.

02

Add conditions

Filter by any field, lead score, or record type.

03

Define actions

Email, update, assign, notify, AI generate — chain as many as you need.

Pricing

Transparent. No surprises.

Flat monthly fee for Agency OS, unlimited users on paid plans, and transparent usage-based add-ons for websites, social, voice, storage, and API usage.

Free
$0 /mo
 

Explore Agency OS for client sites, approvals, and social. No credit card.

  • Up to 3 users
  • 500 client records
  • Platform AI (25K tokens)
  • Agency modules accessible
  • BYOK AI keys
Start Free * See pay-as-you-go add-ons and caps
Enterprise
$150 /mo
or $1,500/year (save 17%)

For agencies scaling client operations, usage volume, and governance.

  • Everything in Plus
  • 500,000 client records
  • AI Assistant (advanced)
  • Audit export & compliance
  • Priority agency support
  • Unlimited phone numbers
Start with Enterprise * See pay-as-you-go add-ons and caps

Founder's Rate — 40% off, locked forever

Our first 10 clients get Plus at $12/mo or Enterprise at $90/mo — locked for life.

Limited to 10 spots
40%
Pay-as-you-go transparency

Know exactly what grows as your agency grows.

Core plans stay flat and unlimited users stay included on paid plans. Website hosting, social publishing, storage, voice, API usage, and other usage-based services are priced in public before you connect anything.

Social posts 10-400 included

Plan and publish client content when campaigns are active, then pay only for additional posts.

Social accounts $4/mo per connection

Connect pages and profiles across Facebook, Instagram, LinkedIn, X, Pinterest, and Bluesky.

Managed websites $1-$2/site/mo

Run affordable client websites, staging sites, and Cloudflare-stack deployments.

Service Free Plus Enterprise Notes
Platform AI 25K tokens included 100K tokens included, 2x markup overage 500K tokens included, 2x markup overage Hard caps protect spend; paid plans cap usage at 2x-3x monthly limits.
Social Media Posts 10 included, $0.40/post overage 40 included, $0.30/post overage 400 included, $0.25/post overage Plan and auto-post to Facebook, Instagram, LinkedIn personal, LinkedIn pages, X, Pinterest, and Bluesky.
Social Accounts BYOK only, free Premium one-click connect Premium one-click connect $4/mo per social network page or profile connection. Bundles up to 50% off are available through [email protected].
Client Portals Included for trials Included for active clients Included with priority setup Give clients a branded place to review websites, approve social posts, and request safe content edits.
Phone Numbers $1/number/mo, max 2 $1/number/mo, max 10 $1/number/mo, unlimited Monthly flat rate per provisioned number.
Premium Email Campaigns Not available $2/1,000 emails, 10K/day and 10K/mo $1.50/1,000 emails, 20K/day and 20K/mo Managed infrastructure email for campaigns that need deliverability support.
Managed Websites Not available $2/website/mo, 5 included $1/website/mo, unlimited Client websites, staging sites, and deployments hosted on the Cloudflare stack.
Lead Enrichment (Apify) 20/day 50/day 100/day Per-unit enrichment with hard daily caps.
Records 500 hard cap 25K included, $2/1,000 overage 500K included, $1/1,000 overage Monthly record allowance.
API Operations 10K hard cap 250K included, $1/10K overage 1M included, $0.50/10K overage Monthly API operation allowance.
Storage 100 MB 2 GB 20 GB File attachments and documents.
Voice calls

Minute rates stay visible, with caps by plan.

Rates are based on Twilio's approximate $0.01/min base cost and may vary by carrier, region, and routing.

Usage Free Plus Enterprise
Inbound calls ~$0.022/min ~$0.018/min ~$0.015/min
Outbound calls ~$0.031/min ~$0.025/min ~$0.021/min
Monthly spending cap $10 fixed $50 adjustable $200 adjustable

Want bundled social connection or agency website pricing? Contact [email protected] for volume discounts up to 50%.

FAQ

Frequently asked questions.

Which plan includes workflow automation?

Workflow automation is included in the Plus plan and above. The Plus plan costs $20/mo total — not per user — and includes the visual workflow builder, all trigger types, conditional logic, AI actions, and webhook integrations.

How many workflows can I create?

There is no hard limit on the number of workflows you can create. Build as many automations as your team needs — lead assignment, email sequences, task creation, notifications, and more.

Can workflows trigger AI actions?

Yes. You can add AI-powered steps to any workflow. Generate email content, classify incoming leads, enrich contact data, or summarize deal activities — all triggered automatically as part of your workflow.

Do workflows support webhooks?

Yes. Workflows can send outbound webhooks to trigger external services, and you can use inbound webhooks as workflow triggers. You can also call the OpenAva API directly from within a workflow step.

Built for agencies. Priced for lean teams.

Launch client work.
Keep the margin.

Websites, staging, Cloudflare deploys, social publishing, client approvals, and BYOK AI. $20/month flat with unlimited users on paid plans.