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ts tealsi Automation Workflow

Automate follow-ups across email, WhatsApp, and text messages.

Build visual workflows that respond to form submissions, new leads, customer actions, tags, and conditions so your team can follow up faster without doing everything manually.

Visual workflow builder

Email, WhatsApp, and SMS actions

Triggers and conditions

Tags, notifications, and wait steps

CONTACT CONSTELLATION X

Test Workflow

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Trigger

Form Submission

API Endpoint: /api/workflow/trigger

🔔

Notification

Send Notification

Subject: New Contact from website form

🏷

Tag

Add Tag

Tags: Website Lead, New Contact

Actions

✉Email

💬WhatsApp

SMSText

⏳Wait

⚡

Multi-channel workflows

Automate emails, WhatsApp messages, SMS, tags, and internal notifications.

Triggers and actions

Start workflows from forms, tags, leads, and customer activity.

Form submittedtrigger

Add tagaction

Check conditionlogic

What is Automation Workflow?

A visual way to automate sales, marketing, and customer follow-up.

Automation Workflow is the visual builder inside tealsi that helps your business create automated processes using triggers, actions, conditions, tags, notifications, and communication steps.

Instead of manually sending every message or remembering every follow-up, your team can create workflows that send emails, WhatsApp messages, text messages, notifications, and internal updates automatically.

Your team should not have to repeat the same tasks every day.

tealsi Automation Workflow helps your business respond faster, stay organized, and create consistent follow-up across every channel.

Start with a trigger.

Launch a workflow from a form submission, contact update, lead action, tag, or other business activity.

Send automatic messages.

Automate follow-up through email, WhatsApp, SMS/text messages, and internal team notifications.

Add logic and conditions.

Use wait steps, conditions, tags, and actions to build smarter processes that match how your business operates.

What Automation Workflow includes

Everything your team needs to build smarter automations.

Automation Workflow gives your business the tools to create visual workflows, automate communication, notify your team, organize contacts, and control follow-up logic.

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Form Triggers

Start workflows automatically when a form is submitted or a lead enters your system.

🔔

Send Notifications

Notify your team when new leads, forms, requests, or customer actions happen.

✉

Send Email

Automatically send email messages for follow-up, confirmations, onboarding, and updates.

💬

Send WhatsApp

Use WhatsApp actions to continue conversations and follow up with customers faster.

SMS

Send Text Messages

Send SMS messages for reminders, updates, confirmations, and quick follow-up.

🏷

Add Tags

Automatically organize contacts by source, interest, campaign, status, or workflow stage.

⏳

Wait Steps

Delay actions until a specific time, date, or period so communication feels natural.

⌁

Check Conditions

Create logic based on contact data, tags, status, actions, or other workflow rules.

Built to automate the work behind every follow-up.

tealsi Automation Workflow helps your team move faster by connecting triggers, communication channels, tags, notifications, timing, and conditional logic in one visual builder.

Why businesses need Automation Workflow

Stop losing leads because follow-up depends on manual work.

Many businesses generate leads, but then lose opportunities because someone forgets to reply, waits too long, misses a step, or does not know what should happen next.

Automation Workflow helps your team create consistent processes that respond faster, organize contacts, and keep communication moving across email, WhatsApp, and SMS.

⚡

No more slow follow-up.

Automatically respond when a lead submits a form, requests information, or enters a workflow.

↻

No more repeated manual tasks.

Automate recurring communication, tagging, notifications, and internal process steps.

💬

No more disconnected channels.

Connect email, WhatsApp, and text message follow-up inside one workflow builder.

✓

No more forgotten steps.

Use conditions, tags, waits, and actions to keep every process organized and consistent.

Automation works best when every step is connected.

tealsi Automation Workflow gives your business a clear system to automate communication, organize leads, notify your team, and guide prospects through the next step with less manual effort.

Automation Workflow FAQ

Questions businesses ask about tealsi Automation Workflow.

Clear answers about how tealsi helps your team automate emails, WhatsApp messages, text messages, notifications, tags, triggers, conditions, and follow-up workflows.

Need help automating your follow-up?

tealsi Automation Workflow helps your business respond faster, organize leads, and automate communication across multiple channels.

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Automation Workflow is the visual builder inside tealsi that lets your business create automated processes using triggers, actions, notifications, tags, messages, waits, and conditions.

Yes. You can create workflows that automatically send email messages for confirmations, follow-up, onboarding, reminders, updates, and customer communication.

Yes. tealsi Automation Workflow can include WhatsApp actions so your business can continue conversations and follow up through WhatsApp as part of a workflow.

Yes. Workflows can include text message actions for reminders, alerts, confirmations, updates, and quick customer follow-up.

A workflow can start from events such as form submissions, lead activity, tags, customer actions, contact changes, or other configured triggers inside your business process.

Yes. You can automatically add tags to organize contacts by source, campaign, interest, lead status, service type, or workflow stage.

Yes. Wait steps let your workflow pause for a specific amount of time or until a selected date so messages and actions happen at the right moment.

Yes. Conditions help your workflow make decisions based on contact data, tags, status, previous actions, or other business rules.

Yes. Workflows can be reviewed and tested so your team can make sure the trigger, actions, messages, and logic are working correctly before going live.

No. It can support marketing, sales, customer service, operations, onboarding, internal notifications, lead management, and client follow-up processes.