Delalify Automation

Build workflows that trigger across People, Channels, and OneCloud. Use event-based triggers, conditional logic, and pre-built automations to eliminate manual work.

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Workflow automation

Let events drive action

Automation connects actions across Delalify products. When a contact gets tagged in People, send a Channels message. When a file uploads to OneCloud, notify the team. Build workflows visually or choose from pre-built templates. Workflows run day and night while your team focuses on work that only humans can do, saving you a lot of time and money.

Capabilities

Workflows that work for you

Event triggers

Manual processes depend on someone remembering to take the next step, and that dependency creates gaps that compound over time. Leads sit in a queue without follow-up because nobody checked the inbox. Files arrive from partners without anyone noticing until a deadline passes. When your team has to track every action manually, tasks gets missed and opportunities disappear before anyone realizes they existed.

Start workflows the moment specific events occur in People, Channels, or OneCloud: when contacts are created, messages sent, files uploaded, tags added, and dozens of other triggers. Events fire automatically so nothing waits on human attention, and the right response happens immediately without anyone watching the clock.

Conditional logic

Different situations demand different responses, and treating everyone identically ignores context that matters. A VIP customer who has spent thousands with you deserves priority treatment, while a cold lead needs careful nurturing before they are ready to buy. When automation cannot distinguish between these scenarios, your high-value contacts receive the same generic treatment as everyone else, and you miss opportunities to strengthen relationships that deserve more attention.

Add if/then branches to workflows that route contacts through different paths based on their attributes, behaviors, or previous interactions. Send personalized messages based on contact tags in People, skip steps when conditions are not met, or escalate to team members when specific criteria match. Each contact experiences a workflow tailored to their situation rather than a one-size-fits-all sequence.

Cross-product actions illustration

Cross-product actions

People, Channels, and OneCloud each handle their responsibilities well, but connecting them requires manual effort that consumes your team's time. Copying data between systems, sending notifications when files arrive, and updating contact records after messages go out becomes repetitive work that distracts from higher-value activities. Every manual handoff introduces delay and the possibility of human error.

Build workflows that read contact data from People, send messages through Channels, and manage files in OneCloud within a single automated sequence. Products coordinate without human intervention, data flows where it needs to go, and your team no longer spends hours on repetitive copy-paste operations between systems.

Time-based delays

Effective communication sequences space messages over time because sending everything at once overwhelms recipients and diminishes impact. Manual scheduling works well for a handful of contacts, but tracking timing across dozens or hundreds of sequences becomes exponentially complex. Each added contact multiplies the calendar entries your team monitors, and human attention cannot maintain precision at that scale.

Configure delays of minutes, hours, or days between workflow steps so messages arrive at the right moment. Send a welcome email immediately after signup and a follow-up three days later with next steps. Timing executes precisely without anyone watching the calendar, and contacts receive communications when they are most likely to engage rather than when someone happens to remember.

Pre-built templates illustration

Pre-built templates

Building automations from scratch requires understanding common patterns and best practices that others have already discovered through trial and error. Starting with a blank canvas means reinventing solutions that exist elsewhere, and the learning curve delays time to value. Without starting points, every team repeats the same discovery process that thousands of organizations have completed before them.

Choose from automation templates covering common scenarios: welcome sequences for new contacts, reminder campaigns for upcoming events, file notification workflows when documents upload to OneCloud, and more. Templates provide proven starting points that you customize for your specific needs, accelerating setup and incorporating patterns that work.

Run history and debugging

Automations execute in the background where problems hide until someone notices downstream effects. When a workflow fails or produces unexpected results, figuring out what happened requires visibility into each step and the data that flowed through it. Without detailed execution logs, debugging becomes guesswork, and issues persist longer than they should.

View every workflow execution with step-by-step results showing what happened, when it happened, and what data was processed at each stage. Filter runs by date, status, or workflow name to find specific executions. Click into individual runs to trace the exact path a contact took through conditional branches and identify where problems occurred. Errors become visible immediately so you can fix issues and re-run affected contacts.

10x

Faster response time

80%

Manual tasks eliminated

Zero

Missed follow-ups

Why it matters

Eliminate manual work

Eliminate manual steps

Tasks that required human action now execute automatically based on events. Your team focuses on work that requires judgment and creativity while repetitive processes run in the background without supervision.

React in real time

Workflows trigger the moment events occur, not when someone remembers to check. Leads receive follow-up within seconds of inquiry instead of hours later when a team member reviews their inbox.

Connect your tools

Cross-product automation moves data and actions between People, Channels, and OneCloud without manual intervention. What previously required copying data between systems now happens in a single automated workflow.

Intelligent routing

Workflows respond to context with conditional logic that treats different situations appropriately. VIP contacts receive priority treatment, cold leads enter nurturing sequences, and each path executes the right actions for that specific scenario.

Use cases

See automation in action

Lead nurturing after form submission

When a lead submits a contact form, their information creates a new contact in People with a "New Lead" tag. Automation triggers immediately, sending a welcome email through Channels that acknowledges their inquiry. Three days later, a follow-up email shares a relevant case study. If the lead opens both emails, automation notifies the assigned sales rep to schedule a call while the interest is fresh.

Result

Sales conversations begin with leads who have already demonstrated interest through their email engagement. Conversion rates improve 25% because reps reach out at the right moment with context about what content resonated.

Lead nurturing after form submission

Contract renewal reminders

Automation runs daily, checking contract expiration dates stored on contact profiles in People. When a contract reaches 90 days before expiration, the workflow sends an email through Channels to the account owner with renewal terms and creates a task for the account manager to schedule a discussion. Follow-up reminders at 60 and 30 days keep renewals on track.

Result

Renewal rates increase 15% because conversations begin well before contracts lapse. Account managers enter discussions prepared with relationship context from People profiles instead of scrambling when clients mention they are shopping alternatives.

Document approval notifications

When team members upload documents to a designated approval folder in OneCloud, automation detects the upload and sends notification emails to designated approvers through Channels. The workflow updates a tracking tag on the submitter's contact profile in People so managers can monitor pending approvals across their team.

Result

Approval cycle time drops from 5 days to 1 day because approvers receive notifications immediately instead of discovering pending documents during periodic folder checks. Bottlenecks become visible before they delay dependent work.

Document approval notifications

Customer onboarding sequence

When a contact receives a "New Customer" tag in People, automation launches an onboarding sequence. The workflow sends a welcome email through Channels with access credentials and next steps, creates a shared folder in OneCloud for project documents, and notifies the assigned account manager to schedule a kickoff call. Follow-up emails at days 3, 7, and 14 introduce features relevant to the customer's use case.

Result

Time to first value decreases because customers receive structured guidance from day one instead of waiting for someone to remember their onboarding tasks. Account managers arrive at kickoff calls with everything prepared, and customers feel supported from the start.

Customer onboarding sequence

Membership expiration handling

Automation checks membership expiration dates on contact profiles in People weekly. When expiration approaches, the workflow sends reminder emails through Channels at 30, 14, and 7 days before the membership ends. If the member renews, automation updates their status tag and sends a thank-you message. If they do not renew, a final win-back offer goes out with a limited-time discount.

Result

Membership retention improves because reminders reach members at optimal intervals without staff manually tracking deadlines across hundreds of accounts. The organization captures renewals that would otherwise lapse due to simple forgetfulness.

Membership expiration handling

Related products

Extend with integrations

Connect external systems to trigger or receive automation actions.

Integration

Connect external systems to trigger or receive automation actions.

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FAQ

Common questions about Automation

Build workflows that run automatically

Trigger actions across People, Channels, and OneCloud based on events. Pre-built templates get you started; custom logic handles the rest.

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