Custom Flows
Automate anything. Without engineers.
A visual canvas with 80+ pre-built blocks — CRM, email, voice, SMS, billing, Slack — plus AI steps for drafting, scoring, and routing. Build the workflows your team actually needs in minutes.
Custom Flows
Automate anything. Without engineers.
Build the workflows your team actually needs in minutes — lead routing, deal handoffs, renewals, onboarding — with AI baked into every step.
- 80+ pre-built blocks for CRM, email, voice, billing, and Slack
- AI steps for drafting, summarizing, scoring, and classifying
- Branching, approvals, and human-in-the-loop checkpoints
- Versioning, audit logs, and one-click rollback
inbound-lead.flow
1
Lead in
TRIGGER
2
AI enrich
STEP
AI
3
Score & route
STEP
4
Notify owner
STEP
5
Booked
EXIT
Avg. time saved
14 hrs / week
Workflow library
Start with a template, ship in minutes.
Every prodash account ships with a library of ready-to-edit Custom Flows. Drop one in, swap your fields, hit publish.
Sales
Inbound lead routing
Trigger
New lead from form, call, or chat
Steps
- 1.Enrich contact
- 2.Score against ICP
- 3.Round-robin to closest fit
Lead in the right rep's hands in under 90 seconds.
SalesAll industries
Sales
Stale deal nudge
Trigger
Deal sits in stage for X days
Steps
- 1.Slack ping to owner
- 2.Snooze / I'm on it / handoff
- 3.Escalate to manager
No deal silently rots in a stage anymore.
Sales
Customer Success
Renewal lifecycle 90/60/30
Trigger
Contract end - 90/60/30 days
Steps
- 1.Pull usage
- 2.Score risk
- 3.Notify CSM with playbook
- 4.Open renewal task
Every renewal touched on cadence with the right context.
SaaSCS
Home Services
Job complete → review
Trigger
Tech marks job done
Steps
- 1.Send invoice
- 2.Wait peak-happiness window
- 3.Send review request via SMS
- 4.Queue next-service reminder
Five-star jobs become five-star reviews.
Home ServicesReviews
Home Services
Estimate → approval
Trigger
Quote sent
Steps
- 1.Auto follow-up at 24h, 72h
- 2.E-sign capture
- 3.Schedule the job
Quotes don't sit. Approvals trigger the schedule directly.
Home ServicesQuoting
Software
Trial sign-up scoring
Trigger
New trial sign-up
Steps
- 1.Fit-score
- 2.Intent-score
- 3.Route to PLG nurture or AE
- 4.AI draft for first touch
AEs only see leads worth their time.
SaaSPLG
Software
Activation drop alert
Trigger
Usage drops below threshold
Steps
- 1.Pull last 30d usage
- 2.Generate chart
- 3.Slack the CSM with draft email
Churn signals caught weeks before the renewal call.
SaaSCS
Operations
Onboarding handoff
Trigger
Deal closed-won
Steps
- 1.Create customer record
- 2.Open kickoff in Slack
- 3.Schedule kickoff
- 4.Drop onboarding tasks
Sales-to-CS handoff with zero context loss.
All industries
RevOps
Weekly forecast roll-up
Trigger
Friday morning
Steps
- 1.Snapshot pipeline
- 2.Compute weighted commit/best/worst
- 3.Compare to prior week
- 4.Post to leadership channel
Forecast meeting becomes a 10-minute review, not a scramble.
RevOpsAll industries
Integrations
Plays nicely with your stack.
Native sync for the tools you already use. Webhooks, REST API, and a generic HTTP block in Custom Flows for anything else.
And 80+ more via Custom Flows.
Don't see your tool? Tell us and we'll wire it up.
Build your first flow in 10 minutes.
We'll do it with you on the demo call — pick a workflow, ship it live, see it run.