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Dialer

Workflow Automation

Workflow automation built around your calls

Turn your follow-up playbook into a workflow. Start from a call outcome, missed call, text reply or tag, then wait, branch and act automatically, without Zapier.

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Why it matters

What workflow automation does for your team

  • 01

    Visual builder

    One trigger, then waits, If / else and A/B split branches, and actions, all laid out on a canvas you can read at a glance.

  • 02

    Triggers from every conversation

    Call outcomes, missed calls, texts received, STOP replies, campaign entry and exit, tag, status and owner changes, and tasks coming due.

  • 03

    Safe by design

    Exit rules stop a run when the contact connects, replies, opts out or closes. Texts are capped per contact per day.

How it works

  1. 1

    Pick a trigger

    For example "Call outcome is No answer" or "Missed inbound call".

  2. 2

    Add waits and branches

    Wait for a time, until a time of day, or until they reply or call back, with a time limit.

  3. 3

    Add actions

    Text, tag, set lead status, assign an owner, create a task, move to a campaign, call next or send a webhook.

  4. 4

    Publish

    Publishing freezes a version. Contacts already in a run keep the version they started on.

Spec sheet

  • Waits: duration, time of day, or until reply / call
  • If / else and A/B split branches
  • Add, move or remove from campaigns, call next, requeue
  • Text, tag, lead status, owner, task, note, DNC, webhook
  • Enroll in another workflow
  • Versioned publishing and per-step run logs

FAQ

Workflow Automation questions

Do I still need Zapier or GoHighLevel workflows?

Not for calling follow-up. Dialer's workflows react to call outcomes, texts and tasks directly, so most cadences live next to the dialer. Webhook actions are there for anything else.

What happens to people mid-workflow when I edit it?

Nothing changes for them. Each publish creates a new version, and contacts already running keep the version they started on.

Combo moves

Works great with

Try workflow automation today

Connect your Twilio account, import a list and start a parallel session in minutes. No desk phones, no downloads.

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