A defined workflow between the tools the business already uses.
A named workflow can route a form into the system you already use and send a notification. Booking, follow-up, and review requests are the same kind of job: one workflow, written down before it is built. There is no open-ended automation retainer in the base plans.
In a typical scope
- One named workflow at a time
- A form, a record, and a notification
- Credentials stay in your accounts
- Changes quoted when the workflow changes
Third-party APIs can change or shut off. A workflow is not a promise that every future tool will connect.