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Frontdesk

Visual automation builder

Automation Sequences. Visual workflows, real results.

Build a multi-step lead nurture sequence in minutes. Watch each block fire, branch, update the CRM, and hand work to the right person automatically.

  • Visual drag-and-drop workflow canvas
  • Triggers from CRM events (new contact, field update, conditional)
  • Call, SMS, email, delay, condition, and API steps
  • Conditional branching with AND/OR logic
  • Per-contact run history and execution trace
Workflows/Automation Sequences
TRIGGER
New lead created

Source Salesforce

Jordan Reyes · Northwind
AI lead scoring

Update contact.lead_score

Score 87 · High intent
Field branch

Branch on lead_score

3 paths evaluated
Score ≥ 80
AI outbound call

Personalized · live context

Connected · 4m 12s
Book appointment

Transfer + calendar

Tue · 2:30 PM
Score 40–79
Send email

Template warm_intro

Opened · clicked
Run code

Call enrich_contact()

200 OK · 142ms
Score < 40
Create ticket

Assign to Nurture queue

Ticket #4821 · open

Core features

Every step type, on one canvas.

Visual Workflow Canvas

Build sequences on a drag-and-pan canvas. Add steps between any two nodes, create branches, and see the full flow at a glance.

CRM-Event Triggers

Start a workflow when a contact is created, updated, or matches a conditional filter. Enrollment runs automatically as contacts qualify.

Automated Phone Calls

Add a Call step to have your AI agent call each contact with a configurable goal, greeting, and retry schedule.

SMS Steps

Send personalized text messages with CRM variable tokens, every contact gets a message that references their actual name, service, or status.

Email Steps

Send automated emails with a custom subject, body, sender, and recipient, all configured per step.

Delay Steps

Insert a wait between steps. Set the duration in minutes, hours, or days. The sequence resumes automatically when the delay expires.

Conditional Branches

Split a workflow into Yes and No paths based on any CRM field rule, each branch runs its own independent chain of steps.

Update Customer Step

Modify a contact's CRM fields mid-workflow. Change a status, score, or tag based on where they are in the sequence.

Enrollment Rules

Filter which contacts enter a workflow using AND/OR conditions on any CRM field. Broad or narrow. You control who qualifies.

Per-Contact Run History

See a step-by-step execution trace for every contact that entered a workflow. Know exactly what ran, when, and what the outcome was.

Workflow Versions

Every save creates a versioned snapshot. Restore any previous version of a workflow with one click.

Zapier and API Steps

Connect your workflow to external systems. Fire a Zapier trigger or send a direct API request as a step in any sequence. (Coming soon: Slack and custom code.)

How it works

Three steps from trigger to tracked execution.

01

Set your trigger and enrollment rules

Choose what causes a contact to enter the workflow. A new contact, a field update, or a conditional match, and define which contacts qualify.

02

Build your step sequence

Add call, SMS, email, delay, and condition steps on the visual canvas. Configure each one. Preview the full flow before activating.

03

Activate and track

Toggle the workflow on. Qualifying contacts enroll automatically. Monitor run history per contact from the Runs drawer.

Compare

Manual ops vs email tools vs Frontdesk.

CapabilityManual opsEmail toolsFrontdesk
Visual workflow builderEmail only
AI phone call stepsAd hoc
CRM conditional triggersLimited
Conditional branchingLimited
Per-contact run traceAggregate only
Workflow versioning

Thousands of Businesses Grow with Frontdesk

Samson Properties testimonial preview
6,500
Agents supported 24/7
Samson Properties logo
6,500 agents get consistent coverage. After-hours and peak periods no longer mean unanswered lines.
Samson Properties Team
Elegant Comfort testimonial preview
55 hrs
Weekly calls eliminated
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We eliminated 37-55 hours of phone calls a week and gave that time back to the team.
Burkai Earl, Co-Owner
Z&A Management testimonial preview
~75%
Lower call handling cost
Z&A Management
We cut our cost by about 75% to achieve the same revenue, if not grow it even higher.
Aaron Neilsen, CEO
United Porté testimonial preview
1,600+
Calls handled monthly
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Our customers get instant answers about products, pricing, and availability even when our showroom is closed.
United Porté team
Clear Speech & Language testimonial preview
40+/week
Admin hours saved
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It changed our front desk. Our team can finally focus on higher-value work.
Tiffany Hurd, Operations Manager
Zest Properties testimonial preview
5,000+
Monthly customer interactions
Zest Properties
What would normally take us all day to call through our delinquency list was done in five minutes.
Vanessa Smith, COO
Artisan Homes testimonial preview
35%
Leads captured after hours
Artisan Homes logo
We were missing calls after 5 PM every day. Now every inquiry gets a response.
Artisan Homes Team
Provest Realty testimonial preview
1,600+
Calls handled monthly
Provest Realty logo
The phones used to ring all day long. Now we can go an hour without hearing a landline ring.
Todd Dusenberry, Owner
Trade Recalls testimonial preview
$30K+
Generated in 5 days of outbound calls
Trade Recalls logo
We generated $30K+ in 5 days just making outbound calls with AI Frontdesk. The thing pays for itself in a week.
Trade Recalls Team
St. George Associates testimonial preview
600+
Student tenants supported
St. George Associates logo
It's saving us so much time, and we're not even using it to its fullest extent yet.
Nick, Leasing Department
Freak Brothers Pizza testimonial preview
100%
Order calls answered (up from 0%)
Freak Brothers Pizza
We literally never answered the phone. Now Frontdesk answers every single call.
Freak Brothers Team, Co-Owner
RealNY testimonial preview
100+
Calls handled per day
RealNY logo
AI Frontdesk gives every caller an immediate answer and creates the feeling that someone is always available.
Karen Delacruz, Marketing Coordinator

Don't take our word for it. See why thousands of operators have been sharing Frontdesk's AI Receptionists.

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Workflows that actually fire.

Build it in minutes. Per-contact trace shows you exactly what ran.