Workflow automation

Automate every customer touchpoint

Trigger workflows from missed calls, SMS, campaigns, and CRM events — then let DialFlows handle follow-ups without agent busywork.

  • Visual trigger → action chains, no code required
  • Native Slack, SMS, CRM, and webhook actions
  • Respects DNC lists and business hours
Automate every customer touchpoint
Before DialFlows

Missed calls lost. Manual CRM entry. No after-hours routing. Spreadsheet campaigns.

After DialFlows

Every missed call triggers SMS + lead. IVR handles off-hours. Campaigns with DNC guard.

Visual builder

See your workflow before you publish

Chain triggers and actions in the console — test with sample events, then go live for your queues and campaigns.

DialFlows Console
Platform preview
Workflow recipes

Trigger workflows from calls, SMS, campaigns & CRM

10 ready-to-adapt recipes — filter by trigger type and book a demo to see yours live.

Showing 10 recipes
01Missed call
Missed inbound callSend SMS apologyCreate CRM leadAssign to agentNotify Slack
02SMS
New SMS receivedRoute to inboxTag conversationAuto-reply templateEscalate if unread
03Campaign
Campaign contact answeredLog dispositionUpdate deal stageSchedule callbackPause dialer
04Hours
After-hours callPlay IVR greetingQueue voicemailEmail transcriptCreate ticket
05CRM
New CRM lead createdAssign ownerSend welcome SMSNotify SlackAdd to nurture list
06Campaign
DNC number dialedBlock outboundLog compliance eventAlert supervisorUpdate contact flag
07Hours
Voicemail left after hoursTranscribe messageCreate support ticketEmail supervisorSMS acknowledgement
08Campaign
Deal stage moved on answerAdvance deal stageLog call noteSchedule Google Calendar callbackNotify account owner
09CRM
Webhook delivery failedRetry webhookNotify ops SlackFlag workflow runEscalate after 3 failures
10Missed call
Queue SLA breachSMS supervisorBoost priorityOffer callbackLog SLA event
Use cases

Where teams start automating

phone_missed

Missed call recovery

Auto-SMS apology, CRM lead, and Slack alert within seconds.

support_agent

Support escalation

Escalate unread SMS threads after a configurable timeout.

handshake

Sales follow-up

Update deal stage and schedule callback on campaign answer.

schedule

After-hours routing

Voicemail, email transcript, and ticket creation off-hours.

Building blocks

Triggers and actions

Events that start a workflow

Missed call

Fire when inbound calls go unanswered.

New SMS

React to inbound messages instantly.

New lead

CRM lead created or updated.

After hours

Business-hours boundary crossed.

Campaign event

Disposition or answer detected.

Webhook

External system pushes an event.

DialFlows workflow dashboard

What DialFlows can do next

Send SMS

Template or custom message.

Create lead

Auto-populate CRM fields.

Notify Slack

Post to channel or user.

Webhook

POST JSON to any URL.

Assign agent

Route to queue or user.

Pause dialer

Stop campaign on answer.

10+

Ready recipes

<2 min

First workflow

24/7

Trigger coverage

Native

Plus Zapier

Visual builder

Chain triggers and actions without code

Pick an event, add actions, test with a sample payload, and publish — all from the DialFlows console.

  • Missed call, SMS, campaign, and CRM triggers
  • Slack, webhooks, lead creation, and dialer controls
  • Conditional branches by disposition or hours
DialFlows omnichannel inbox
How it works

Build a workflow in three steps

01

Discover the trigger

Pick the DialFlows event — missed call, SMS, campaign answer, hours boundary, or CRM change.

02

Configure actions

Chain SMS, lead creation, Slack, webhooks, assignments, and dialer controls without code.

03

Test and publish

Run a sample event, verify side effects in CRM and Slack, then publish for your live queues.

Go deeper

Connect workflows to your entire stack

Wire Slack, Google, Zapier, and webhooks so every automated action reaches the tools your team already uses.

Connect workflows to your entire stack
FAQ

Automation questions, answered

8 answers

Quick answers for this topic — or browse the full FAQ hub for every category.

Still stuck?

We’ll map DialFlows to your stack

Browse the full FAQ hub or book a demo for a guided walkthrough.

Send Your Message

Contact Us

Get In Touch With Us Today for Help

Location

A4, 1st Main Rd, Chandrasekhar Avenue, Thoraipakkam, Chennai, Tamil Nadu 600097