Start with a relevant trigger
Use supported appointment, event, survey, newsletter, and product access activity to start a workflow.
A client takes action.
Your workflow follows.
Choose a client activity, set the timing, and define what happens next. Build workflows around bookings, registrations, form responses, and resource requests.
No credit card required.
Workflows
What you can do
Choose the action and timing
Configure email, supported channel notifications, or CRM actions for the people and records involved.
Stay in control
Save a draft before activation, review activity, and pause a workflow when the process changes.
Choose the source
Select the booking link, event, form, or resource and the activity to respond to.
Configure the response
Choose supported actions, timing, recipients, and connected destinations.
Review and activate
Complete the required connections and delivery setup, then activate the workflow.
A few details
About workflows
Does saving a draft send messages?
No. A draft does not execute. Activation checks the required setup. Event-based workflows wait for their trigger, and instant workflows can queue their first run on activation.
Which communication channels can I use?
Email and supported Slack and Discord actions require delivery or connection setup. SMS and WhatsApp are coming soon and cannot send. Marketing messages require the recipient's subscription permission.
Bring your client work
into Hostomo.
Manage your client work in one workspace. Choose the features that fit your business.