Automations
Automations OverviewLearn what DreamFlow automations do, how the visual flow builder works, and when to use automations to save time.
Build Your First AutomationA complete end-to-end walkthrough: build a real automation that sends a welcome email, waits 2 days, adds the contact to a sales sequence, and creates a follow-up task.
Automation TriggersLearn about every trigger type available in DreamFlow automations — from contact events to deal stage changes, form submissions, and time-based triggers.
Automation ActionsExplore all 14 action types in DreamFlow automations — send email, send SMS, create task, update field, add tag, and more.
Automation Conditions and BranchingAdd if/else logic, A/B splits, and conditional paths to your automations for smarter, more targeted workflows.
Automation TemplatesGet started faster with pre-built automation templates. Browse, preview, and customize templates for common workflows.
Automation Enrollments & Lead LifecycleTrack which contacts are enrolled in automations, view their timeline, and manage enrollment status.
Workspace
Templates LibraryCreate, manage, and organize email and proposal templates to save time on repetitive communications.
Time TrackingTrack time spent on contacts, deals, and tasks. Start timers, log manual entries, and view reports.
Audit LogView a complete history of actions taken in your DreamFlow workspace. Filter by user, action type, and date range.
White-Label Your WorkspaceCustomize DreamFlow with your own branding — logo, colors, custom domain, and branded emails for client-facing experiences.
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