Sales
Instant lead follow-up
- When
- A new lead lands from your site, ads, a form or WhatsApp
- Then
- Assign an owner, send the first reply, and create a follow-up task due in 24 hours
Workflow automations you build by describing them
No canvas, no nodes, no if-this-then-that puzzle. Tell Zoye what should happen when a lead comes in, a deal goes quiet or an invoice goes overdue, and it writes the automation, runs it, and reports back.
1 sentence
is the whole setup
8 tools
triggers and actions reach across
24/7
runs while you sleep
Every run
logged and reversible
Three steps, and one of them is you talking
The visual builder exists. You are just never forced to open it.
- 1
Say what you want
"Every new lead should get a follow-up within 10 minutes." Plain words, in the web app, on WhatsApp or in Slack. No trigger dropdowns to learn.
- 2
Zoye writes the rule
It turns your sentence into a real trigger, conditions and actions, then shows you the finished rule in plain English before anything runs.
- 3
You approve it
One tap. Nothing goes live until you say yes, and you can edit any part of it later in the Automations panel or by asking again.
- 4
It runs and reports
Every run is logged with what fired, what changed and what it sent. Ask "how many leads did it handle this week?" and you get the number.
What people automate first
Real rules running in Zoye workspaces today. Copy one, or describe your own version and Zoye adapts it.
Sales
Nothing goes quiet
- When
- A deal has not moved stage in 7 days
- Then
- Raise its priority, ping the owner, and add a nudge task with the last thing that happened
Sales
Won deal onboarding
- When
- A deal moves to Won
- Then
- Create the onboarding task list, book the kickoff, and draft the first invoice
Money
Invoice chasing, handled
- When
- An invoice passes its due date
- Then
- Email the client a polite reminder, flag the record, and tell the owner it went out
Tasks
Blocked work surfaces itself
- When
- A task is moved to Blocked
- Then
- Comment with the blocker, notify the lead, and raise priority so it does not sink
Tasks
Parents close themselves
- When
- Every subtask on a task is done
- Then
- Move the parent to Done and post the summary to the workspace
Calendar
Meetings arrive prepared
- When
- A meeting is booked with a contact
- Then
- Create a prep task, attach the last three notes on that contact, and send the agenda
Team
Monday morning digest
- When
- Every Monday at 08:00
- Then
- Send each owner their open deals, overdue tasks and this week's meetings in one message
Sales
Big deals get attention
- When
- A deal is created above your threshold
- Then
- Tag it VIP, add the manager as a watcher, and escalate if it stalls
Social
Comments become customers
- When
- Someone comments on your Facebook or Instagram post
- Then
- Reply to them publicly, send a private DM with the link, save them as a lead and create a follow-up
Social
Ad leads never wait
- When
- Someone submits your Facebook or Instagram lead form
- Then
- Create the lead in the right workspace, message them on WhatsApp, and assign an owner
The building blocks underneath
You never have to touch these directly. They are what your sentence gets turned into, and what the panel shows you afterwards.
Triggers
- A record is created (lead, contact, deal, task, event, invoice)
- A field changes, including your own custom fields
- A deal or task moves stage
- An assignee, priority or tag changes
- A due date arrives, passes, or moves
- A comment or mention is added
- Every subtask on a task is resolved
- On a schedule: hourly, daily, weekly, monthly
- Someone comments on your Facebook or Instagram post
- A lead-ad form is submitted on Facebook or Instagram
Actions
- Create a task, subtask, deal, event, note or invoice
- Update any field, stage, priority or tag
- Assign or reassign, and add watchers
- Send an email, a WhatsApp message, a Slack message or an in-app alert
- Add a comment or a reminder
- Link records together, both directions
- Call a webhook for anything outside Zoye
- Ask the AI to do it: summarise, draft, classify, decide
- Reply to a Facebook or Instagram comment, or DM the commenter
Everyone else sells you a canvas
Workflow builders assume you enjoy wiring boxes together. Most people never open them twice. Zoye starts from a sentence, and keeps the canvas as a read-only receipt.
Built by asking
Describe the outcome. Zoye picks the trigger, the conditions and the actions, and explains its choice.
Edited by asking
"Also tag them VIP over 50K." It adds the condition to the existing rule instead of making you rebuild it.
Suggested for you
When Zoye notices the same manual pattern three times, it offers to automate it, with the reason it noticed.
Never silent
It confirms only what actually happened. If a run fails, you hear about it with the reason, not a green tick.
The Automations panel is still there for anyone who wants to inspect, pause, duplicate or delete a rule by hand. It shows the same rules, written in the same plain English.
Automations here versus automations everywhere else
The difference is not the trigger list. It is who does the work of setting it up.
| What matters | Traditional workflow builders | Zoye |
|---|---|---|
| Setting one up | Learn a canvas, pick nodes, map fields | Describe it in one sentence, approve the result |
| Changing one | Reopen the builder and rewire it | Say what to change, in chat |
| Knowing what to build | You have to think of it yourself | Zoye spots the repeated pattern and offers |
| Where the data lives | Syncing between separate tools | Same workspace as your CRM, tasks and invoices |
| Messaging customers | Bolt on a separate sending tool | Email, WhatsApp and Slack built in and compliant |
| When something breaks | A failed run buried in a log | You are told, with the reason and the fix |
Automations FAQ
What can be automated, how it is built, and what happens when it goes wrong.
Do I need to know how to build workflows?
No, and that is the point. You describe the outcome in plain words and Zoye turns it into a working rule, then shows you what it built before it runs. If you prefer clicking, the Automations panel has a normal builder too, but nobody is required to use it.
What can trigger an automation?
Records being created, any field changing (including your own custom fields), a stage or priority or tag moving, an assignee changing, a due date arriving or passing, a comment or mention, all subtasks being resolved, and plain schedules like every Monday at 08:00.
What can an automation actually do?
Create and update any record, move stages, assign people, add comments and reminders, link records both ways, send email, WhatsApp, Slack or in-app messages, call a webhook for anything outside Zoye, and hand a step to the AI when it needs judgement rather than a rule.
Can it message customers on WhatsApp?
Yes, through the official WhatsApp Business Platform, with approved templates, consent and opt-out handled for you. See the WhatsApp Automations page for the full set.
What if an automation does the wrong thing?
Every run is logged with what fired, what it changed and what it sent, so you can see exactly what happened and undo it. You can pause any rule instantly, and destructive actions ask for confirmation before they run.
Is this available on every plan?
Automations are part of the Growth plan and above. You can see the current plan details on the pricing page.
Can automations reach Facebook and Instagram?
Yes. A comment on a connected Facebook or Instagram post is a trigger like any other, and replying publicly or sending the commenter a private DM are actions like any other. So "when someone comments PRICE on my post, DM them the pricing page, save them as a lead and remind me to call tomorrow" is one sentence to set up. Lead-ad submissions arrive as new leads and can start any automation you already have.