Workflow Automation

Automate your business rules

Build visual workflows that run automatically when jobs change, bookings come in, or invoices are created. Drag and drop triggers, conditions, and actions — no coding required.

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Key benefits

Why Workflow Automation

The advantages that make the difference for your moving business.

Visual drag-and-drop builder

Build workflows by dragging trigger, condition, and action nodes onto a canvas and connecting them. See the entire flow at a glance.

Trigger on any event

Workflows fire automatically when a job is created, a status changes, a booking comes in, a message is sent, or an invoice is generated.

Start with templates

Pre-built workflow templates for common scenarios — booking confirmation, job completion follow-up, invoice creation. Customise them or build your own from scratch.

A workflow builder built for moving companies

The visual editor lets you design workflows with five node types: Triggers (what starts the workflow), Conditions (branching logic), Actions (what happens), Delays (wait before continuing), and Human Approvals (pause for manual sign-off). Connect them however you need.

Actions that save you hours

Each action node can send an SMS, send an email, change a job status, create a Xero invoice, or call an external webhook. Chain multiple actions together — for example, when a job is marked complete, automatically send a thank-you SMS, create the invoice, and sync it to Xero.

Test, monitor, and debug

Dry-run your workflows before activating them to make sure they do what you expect. Once live, the execution log shows every step — which nodes fired, what data was used, and whether each step succeeded or failed.