Workflow Automation

Automate your alerting system

Handling incoming messages across SMS, email, WhatsApp, and Signal, then reacting with a matching SMS, email, or voice call, usually means a separate rule for every channel. Workflows lets you build one no-code rule that reacts to a trigger and acts across any combination of channels.

Workflows: Route any message to any channel, with no code

SMS, MMS, email, WhatsApp and Signal, plus voice calls

A rule is started by an SMS, MMS, email, WhatsApp or Signal message. In response you can send a message on any of these channels or make a voice call (a call can only be a response, not a trigger).

Sender, subject, and content - combined

Match on sender, subject, or message content, with AND inside a condition group and OR between groups, plus Not Equals and Regex Match for exact control.

One rule, an SMS and a call together

Fire more than one action from a single rule, for example an SMS and a Text-to-Speech call at the same time.

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Workflows: Open the Workflows page

Every automation, one list

Manage all your automation rules from one page

See, edit, and toggle every workflow rule without hunting across separate channel settings.

Workflows: Name the workflow and pick the trigger

Any messaging channel can be the trigger

Start a workflow from any incoming channel or event

Name the workflow and pick what kicks it off, SMS, email, WhatsApp, Signal, or another event, as the starting point for everything that follows.

Workflows: Match exactly what you need

The rule runs only when it should

Filter precisely with AND/OR condition groups and Regex Match

Combine sender, subject, and message content with AND/OR grouping and precise match operators, so the workflow only fires on the messages that actually match.

One trigger, several outcomes

Fire multiple actions from a single rule

Send an SMS, a WhatsApp message, a voice call, or all of them at once, with placeholders such as {{sender}} or {{content}} in the message text.

Example workflows

Workflow examples

Forward incoming emails, for example alerts from monitoring tools, as WhatsApp messages.

See the setup

Forward incoming SMS messages to WhatsApp users or groups.

See the setup

Deliver incoming WhatsApp messages as SMS to phones without the app.

See the setup

Forward incoming emails as Signal messages.

See the setup

Deliver incoming Signal messages as SMS to phones without the app.

See the setup

How to configure Workflows
Step-by-step instruction

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Workflow Automation: FAQ

SMS, MMS, email, WhatsApp, and Signal as triggers, and any of them plus voice calls as actions, in any combination.

AND within a condition group, OR across groups, plus Not Equals and Regex Match for exact matching on sender, subject, and message content.

Yes. A single trigger can fire multiple actions at once, for example an SMS and a voice call.

Yes. Message fields work as templates: insert placeholders such as {{sender}}, {{subject}} or {{content}} and add your own text around them.

No, Workflows uses a no-code rule builder.

No, Workflows works alongside other modules and is best suited to cross-channel routing rules rather than single-channel automatic replies.