Auto-Enrollment

What you draw is the thing that runs, not a picture somebody then has to build. Thirteen kinds of step, and publishing never moves a lead off their own place.

The next step answers something the person actually did, not something your floor guessed. Opened, clicked, replied, or how the last call was dispositioned.

Two versions of one cadence, side by side. Nobody lands on both and nobody switches halfway, because the side is decided by arithmetic on their own record.

Park a lead for minutes or days between steps. The delay you type is a floor rather than an appointment, so the sending hours can push it later, not earlier.

Nobody gets a message at ten past three in the morning. A pause coming due outside the hours you set is pushed forward before the time is ever written down.

The phone, in the middle of a mail cadence. A rep gets a call task with their name on it, and whatever they log at hang-up decides where that lead goes next.

Stop writing to somebody who already bought. Name the deal state that means the cadence worked, and reaching it stamps the run and takes the branch behind it.

The do-not-call mark, the callback and the task happen because a rep picked the code, not because they remembered. Twenty-six behaviors, twenty codes shipped.

Send the mail, assign the owner, raise the task, set the field, move the stage, call a webhook. Six actions, none a placeholder, run in the order you set.

The check between a rule firing and an action actually running. Eight comparisons, every one an AND, so a rule covering either of two things gets built twice.

A text step on the same canvas as the mail and the call. It lands in the thread the SMS inbox reads, so the cadence and whoever answers see one conversation.

A key on a versioned path, seen exactly once, held to the same role and profile a person on your floor is, so it never reaches further than they would.