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Workflows

No-code automations that feel enterprise.

Visual workflow builder with 200+ triggers and actions. Native integrations mean no Zapier duct tape. Build once, run forever.

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New-lead workflow
Active · 1,284 runs this month
Trigger: New lead captured
Active
AI enrich & score 0-100
1s
Send welcome email
2s
Route to top-scoring rep
3s
Slack alert #sales-hot
3s

Everything you need, built in.

The essentials for teams that want to move fast without giving up control.

Visual builder
Drag-and-drop triggers, conditions, and actions. No code required.
200+ triggers & actions
Native across Gmail, Slack, Zoom, HubSpot, Salesforce, Stripe, Twilio, and more.
Execution logs
Every run tracked with inputs, outputs, and retry controls.
Version control
Pause, resume, duplicate, archive. Every change audited.
Triggers & conditions

Fire on anything. Filter on everything.

Triggers for contact/deal/activity/calendar events, scheduled cron, webhook inbound, or API call. Conditions with AND/OR logic, dynamic variables, and nested branching.

  • Event, schedule, webhook, and API triggers
  • Branching with IF / ELSE / SWITCH logic
  • Dynamic variables from any upstream step
  • Loops for bulk operations across lists
Deal stage change
3 branches
IF deal > $100K → Exec alert
Branch A
ELSE IF new logo → CS intro
Branch B
ELSE → Standard flow
Default
Native integrations

No Zapier. No duct tape.

Two-way integrations with the tools your team already uses. Events in Atlas fire actions in Slack, Gmail, Zoom, Stripe. Events in those tools fire actions in Atlas.

  • Gmail, Slack, Zoom, HubSpot, Salesforce native
  • Stripe payment events → deal updates
  • Twilio SMS events → contact updates
  • Zapier and Make.com for the long tail
Integrations
20+ native, no-API-required
Gmail · 2-way · 48K events/mo
Active
Slack · 12 channels
Active
Stripe · payments+invoices
Active

Teams ship revenue with this.

Real-world use cases across every revenue function.

Onboarding
New deal closed → welcome email → onboarding doc → CS intro → Slack alert.
Lead routing
Lead captured → enriched → scored → routed to rep with matching territory and load capacity.
Churn save
Health score drops below 60 → exec briefing → CS intervention task → save play activated.

Frequently asked questions

How is this different from Zapier?

Native triggers across Atlas objects (deals, contacts, activities) are first-class. No 2-way sync fragility. And you don't pay per-action.

Can I version workflows?

Yes — every change is versioned with audit log. Roll back to any previous version. Preview changes before publishing.

Do workflows support webhooks?

Yes — webhook triggers (inbound) and webhook actions (outbound) with HMAC signing and retry logic.

Keep exploring
Automations →Sequences →Webhooks →

Run revenue on Atlas.

Start free, no credit card required. Setup in under 10 minutes.

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