Automate the Processes Your Team Repeats Every Day
Define triggers, conditions and actions to connect work across CRM, WhatsApp, HR, support and other configured systems.
Example workflow builder
Workspace overview
The product
What is Workflow Automation?
A visual automation layer for triggers, actions, conditions, notifications and cross-functional business rules.
A connected way to work
Define triggers, conditions and actions to connect work across CRM, WhatsApp, HR, support and other configured systems.
Capabilities and availability are tailored to the products, integrations and plan you choose.
The challenge
Where everyday work gets stuck
Routine handoffs become fragile when the next action is hidden in someone's inbox or depends on manual checking.
Leads wait to be assigned
Status changes do not reach the right people
Tasks are recreated manually
The same process is handled differently by each team
What you can do
Explore Workflow Automation capabilities
The scope of each capability depends on your configuration and selected services.
Triggers
Start a process when a supported event occurs, such as a new record or status change.
Conditions
Branch a process based on configured criteria and available information.
Actions
Create a task, update a record or notify a team where supported.
CRM steps
Connect lead and customer activities to the next business action.
Messaging steps
Add eligible communication to a workflow when configured.
AI-assisted steps
Use selected AI actions with suitable review and oversight.
How it works
From an event to the next action
An example process you can discuss and adapt with the Veblika team.
New lead
Check source
Create record
Assign owner
Eligible message
Follow-up task
Team notification
Illustrative workflow. Actual steps depend on your setup and supported connections.
Real-world workflow
A lead gets a repeatable response
A simple trigger-to-action sequence can make a sales handoff less dependent on manual coordination.
Lead is created
Source and routing rules are checked
An owner and next task are assigned
The team can see what happens next
Use cases
Built around the work your team does
Sales routing
Assign new enquiries according to configured rules.
HR approvals
Define handoffs and reminders for people processes.
Support triage
Create a clear path from request to assigned work.
Why businesses use Veblika
More clarity across your work
One connected ecosystem
Veblika products work better together
Connect the information, action and customer conversation that matter to your process.
Workflow Automation
Your starting point
Integrations
Connect with the tools you already use
Availability is confirmed case by case. Only verified available connections appear here; custom connections can be discussed with our team.
There are no integrations currently marked as available for this product. Tell us which tools you use and we’ll discuss a custom connection.
Discuss an integrationBusiness needs
Find the right part of Veblika
Each product has its own focus. Combine them around your process rather than managing disconnected tools.
| Business need | Veblika product |
|---|---|
| Customer relationships | AI CRM |
| People operations | AI HRMS |
| Guided conversations | WhatsApp Chatbot |
| Eligible messaging | WhatsApp Automation |
| Connected processes | Workflow Automation |
| AI-assisted work | AI Automation |
| Content coordination | Social Media Management |
| Service requests | Support & Ticket Management |
Who it is for
Teams that can put this to work
What your team gets
- Consistent repeatable processes
- Clearer ownership and next steps
- Fewer manual handoffs
- Connected work across departments
Good to know
Available triggers, conditions and actions depend on your configured products and integrations.
Questions
Frequently asked questions about Workflow Automation
What is Workflow Automation?
A visual automation layer for triggers, actions, conditions, notifications and cross-functional business rules.
Which teams can use Workflow Automation?
It can be relevant to operations teams, sales managers, hr teams, support leads. The right setup depends on your team and process.
Can it work with other Veblika products?
Yes, it is designed to work with AI CRM, AI HRMS, WhatsApp Automation when those products are part of your configured setup.
Are third-party integrations available?
Integration availability varies. The integrations catalogue distinguishes available connections from custom integrations and planned connections. Ask us to confirm the specific setup you need.
Can workflows be tailored to our process?
Discuss your requirements with Veblika to determine what can be configured and what would need a custom integration.
Does AI replace our team?
No. AI is intended to assist people within defined processes. AI-generated outputs should be reviewed where business accuracy or customer impact is important.
How is product access priced?
Veblika offers user-based subscription pricing. Product scope and usage-based services should be confirmed for your plan; explore the pricing page or speak with the team.
Product access
Get more than one product with Veblika
Veblika uses a user-based subscription model. Product access and usage-based services may vary by plan. WhatsApp, voice, AI, API, email, SMS and storage usage are not assumed to be unlimited.
Your next step
See what Veblika can automate for you
Tell us about your Workflow Automation requirements and we’ll discuss a practical setup for your team.