Workflows & Automation — Markroniq
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Workflows & Automation

Build Once. Automate Everything. Forever.

Create powerful if-then workflows that follow up with leads, move deals, send messages, and run your entire business — automatically, 24 hours a day, without you lifting a finger.

Visual Drag & Drop Builder
50+ Triggers & Actions
If/Then Branching Logic
Pre-Built Templates
Workflow Builder
Live & Running
Trigger
Form Submitted
Contact Us form — any page
Action
Send Welcome Email
Instant · Personalized with name
Wait
Wait 2 Hours
Then check engagement
Condition
Email Opened?
If/Then branch logic
Yes → Send SMS follow-up
No → Re-send in 24hrs
Action
Move to Pipeline Stage
Tag: Hot Lead · Assign to rep
Active Workflows
12 running
New Lead Follow-Up Sequence
2,841 runs
94%
Post-Appointment Review Request
1,203 runs
87%
Abandoned Cart Recovery
847 runs
31% conv
Black Friday Campaign (Paused)
Paused
50+
Triggers & Actions Available
28 hrs
Saved Per Week Per Business
94%
Average Workflow Success Rate
Workflows Run While You Sleep
Key Features

The Automation Engine That Runs Your Business

From the moment a lead finds you to the moment they become a loyal customer — workflows handle every touchpoint automatically.

Visual Builder

Build Complex Workflows Without Writing a Single Line of Code

Our drag-and-drop workflow builder makes it easy to create sophisticated automations with if/then branching, time delays, and multi-channel actions — all visually, in minutes.

If/Then Branching LogicCreate conditional paths based on any contact behavior — email opened, link clicked, tag added, or form submitted.
Time Delay & Wait StepsAdd precise wait periods — hours, days, or weeks — between actions so your sequences feel natural, not robotic.
Live Testing & PreviewTest any workflow on a real contact before going live — see exactly what will happen at every step before activating.
Workflow Logic Builder
Trigger
Contact fills out form
↓ immediately
Action
Send personalized email
↓ wait 2 hours
Opened → SMS
No open → Retry
↓ day 3
Goal Reached
Move to Hot Leads pipeline
Triggers

50+ Triggers That Start Workflows Automatically

Any action a contact takes can trigger a workflow — form submission, tag added, appointment booked, payment received, link clicked, and dozens more. If it happens, we can automate it.

Contact-Based TriggersTag added, field updated, contact created, pipeline stage changed, anniversary date, or birthday — fully automated.
Behavior TriggersEmail opened, link clicked, form submitted, appointment booked, payment made, or survey completed — trigger on any action.
Time-Based TriggersSchedule workflows to fire at specific dates, times, or recurring intervals — perfect for re-engagement and renewal campaigns.
Trigger Library
Form Submitted
Appointment Booked
Payment Received
Tag Added/Removed
Email Opened
Pipeline Stage Change
Review Received
Date / Time Based
+ 42 more triggers available50+ total
Actions

Take Any Action Across Every Channel — Automatically

Workflows can do virtually anything your team does manually — send emails and SMS, assign tasks, move pipeline stages, add tags, update contact fields, and fire webhooks to external tools.

Email & SMS ActionsSend personalized, beautifully designed emails and SMS messages automatically — at exactly the right moment in the journey.
Task & Assignment ActionsCreate tasks for your team, assign leads to specific reps, and set internal reminders — all triggered automatically.
Webhook & Integration ActionsFire webhooks to Zapier, Slack, or any external tool — connect your entire tech stack to your workflow automation.
Action Library
Send Email
Personalized template or custom HTML
Most Used
Send SMS
1-way or 2-way conversation trigger
Create Task
Assign to team member with due date
Move Pipeline Stage
Automatically advance the deal
Add / Remove Tag
Segment and categorize contacts
Send Webhook
Zapier, Slack, or any external API
Templates & Analytics

Start Fast With Templates. Optimize With Data.

Don't start from scratch. Choose from 30+ pre-built workflow templates for the most common use cases — then use real performance data to optimize every step for maximum results.

30+ Pre-Built TemplatesNew lead nurture, appointment reminders, review requests, abandoned cart, win-back campaigns — ready to activate in one click.
Step-by-Step AnalyticsSee how many contacts entered, progressed, completed, or dropped out of every workflow — identify exactly where to improve.
Goal TrackingSet a goal for each workflow (booking made, deal closed, purchase completed) and track conversion rates in real time.
Workflow Templates
New Lead Nurture Sequence
Follow up · Score · Book appointment
7 steps
4,820 uses
Post-Job Review Request
SMS + Email · 2-step sequence
3 steps
3,210 uses
No-Show Re-Engagement
Reschedule missed appointments
4 steps
1,890 uses
Live Workflow Performance
Process

Your First Workflow Live in Under 10 Minutes

Choose a template, customize it, hit activate — your automation does the rest forever.

1

Choose a Trigger

Pick what starts your workflow — a form submission, tag, appointment, payment, date, or any contact action.

2

Build Your Action Steps

Drag in emails, SMS, tasks, waits, conditions, and pipeline moves — create any sequence you can imagine.

3

Test Before You Launch

Run the workflow on a test contact to verify every step fires correctly — then activate with confidence.

4

Runs Forever, Automatically

Every time the trigger fires, the workflow runs perfectly — while you sleep, work, or take a well-earned vacation.

"I used to spend 4 hours a day manually following up with leads and sending emails. Now Markroniq's workflows do all of it automatically. I haven't missed a follow-up in 6 months and my revenue is up $11,000 a month."

SL
Sandra Lewis
Owner, Lewis Insurance Agency — North Canton, OH

Every Hour You Do It Manually Is an Hour a Workflow Could Do It for Free

Set up your first automation today and reclaim 28 hours a week — starting this week.