CasperPortalFeature · Follow up automatically
Workflow automation software that handles follow-up for you
Workflow automation software runs a series of actions automatically when something happens, such as a new lead or a booking. CasperPortal's visual builder lets you create multi-step workflows with if/then logic, without code, and includes templates for common local business follow-ups like new lead replies and appointment reminders.
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What you can do with Workflow Automations
Visual automation builder
Build multi-step workflows with if/then branches using a drag-and-drop interface designed for non-technical users.
Start from templates
Use pre-built automation templates for common local business scenarios, then adjust the messages and timing.
Act across every channel
A single workflow can send texts and emails, assign tasks, update pipeline stages and notify your team.
Triggers from every part of the business
Start a workflow when someone submits a form, calls your number, books, clicks a trigger link, gets a new tag, moves to a new pipeline stage, or on a date such as a birthday.
Waits and delays
Add delays, such as a few hours or a few days, between the steps a trigger starts, so follow-up feels natural instead of instant and robotic.
How Workflow Automations works
Pick a template or start a blank workflow
Choose the trigger that starts it
Add actions, waits and if/then branches
Test it on a sample contact
Publish and let it run
Who uses Workflow Automations
Dental Clinics
Fill the schedule: missed-call text back, online booking, reminders and review requests for dental offices.
Insurance Agencies
Fast quote follow-up, renewal reminders by policy date and long-term prospect nurturing.
Marketing Agencies
Track prospects to signed retainer, automate follow-up and invoice clients from one system.
Workflow Automations FAQ
Do I need to know how to code to build automations?
No. The workflow builder is fully visual and designed for non-technical users.
What can start an automation?
Triggers can be anything from a form submission, an incoming call, a link click or a tag being added to a customer's birthday.
Can I set delays between actions?
Yes. You can set delays, such as wait two hours or wait three days, between different steps in your automation sequence.
Can one event start more than one automation?
Yes. Several workflows can listen for the same trigger, such as one that texts the lead and another that notifies your team.
Are there pre-built automation templates?
Yes. CasperPortal includes a library of automation templates for common local business scenarios.
What should my first automation be?
A common first automation is an automatic reply to new leads and a reminder before each appointment. Our step-by-step guide walks through setting up your first one.
Can someone build my automations for me?
Yes. Optional done-for-you setup is available if you'd rather not build workflows yourself. See the pricing page for setup options.