REPLAI Automations Module

Connect your modules. Automate your business.

Build visual workflows that connect CRM, e-signature, chatbot, HR, recruiting and bookings. No code, no external tools, no execution fees.

Try free Request demo

€0

Per execution (no hidden limits)

Modules connected natively

30+

Triggers available

Lines of code required

Capabilities

A workflow engine native to your platform

Visual drag-and-drop editor

Design workflows by dragging triggers, conditions and actions onto a visual canvas. No code, no technical documentation.

Real-event triggers

Every action in REPLAI can fire a workflow: deal won, document signed, candidate hired, booking confirmed, check-in logged...

Conditions and branches

Add conditional logic so the flow takes different paths based on deal value, lead type, department or any custom field.

Multichannel actions

Send emails, WhatsApp messages, internal alerts, create tasks, fire webhooks or update records in any module. All from the same flow.

Delays and timers

Schedule waits between actions: send a reminder 24 hours later, wait for a document to be signed or add a pause before the next step.

Execution history

Every run is logged in detail: which trigger fired it, which path it followed, which actions ran and which ones failed.

Visual editor

Design flows that used to require code

The visual editor lets you build complex automations step by step. Drag in triggers, add conditions, configure actions and activate the flow in seconds.

Visual canvas with connected nodes
Configure each step without leaving the editor
Dynamic variables: use trigger data inside actions
Preview the flow before activating
Duplicate existing workflows to create variants

Cross-module

Data that flows without external integrations

Automations connects every REPLAI module natively. No Zapier, no Make, no external webhooks needed. The data is already there, on the same platform.

A trigger in Sales can fire an action in Sign
A candidate hired in Recruit creates an employee in People
A lead from the Chatbot drops straight into the Sales pipeline
A Booking reservation creates an activity in the CRM
All without external APIs, call limits or extra fees

Available triggers

More than 30 events that fire workflows

Sales (CRM)

Contact created
Company created
Deal created
Pipeline stage change
Deal won
Deal lost

Recruit (ATS)

Job opening created
Candidate created
Application received
Process stage change
Candidate hired
Candidate rejected

People (HR)

Employee created
Check-in / Check-out logged
Absence requested
Absence approved / rejected
Time off requested
Task assigned

Sign

Document created
Document sent
Document signed
Document completed (all signatures)
Document cancelled

Chatbot

Conversation started
Lead captured
Support ticket created

Booking

Booking created
Booking confirmed
Booking cancelled

Comparison

REPLAI Automations vs external tools

Zapier and Make charge for every task they run. REPLAI Automations is native to your platform: no per-execution limits, no external APIs, no costs that scale with usage.

Feature	Zapier	Make	n8n
Pricing model	Per task ($0.01-0.03/task)	Per operation ($0.001-0.006/op)	Per execution (cloud)
Visual workflow editor
Conditions and branches	Professional plan
Native WhatsApp actions	Via integration	Via integration	Via integration
Native CRM + e-signature + ATS + HR connection
No execution fees			Self-hosted only
No API setup required
Detailed execution history
Outbound webhooks

How it works

Your first workflow in under 3 minutes

You don't need technical experience. If you can drag and drop, you can build automations.

Pick a trigger

Choose the event that kicks off the flow: a deal won, a document signed, a candidate hired...

Add conditions

Decide whether the flow should branch based on value, type, department or any other field.

Configure actions

Send emails, create tasks, fire WhatsApp messages, update records or call an external webhook.

Activate and monitor

Turn the workflow on and check the execution history to see what fired and when.

Real examples

Workflows already used by our customers

Deal won → Contract + Welcome

When a deal is marked as won in Sales, a contract is automatically sent through Sign and a welcome WhatsApp lands with the customer. Zero manual work.

Candidate hired → HR onboarding

When a candidate moves to «hired» in Recruit, their record is created in People, the employment contract is sent through Sign and they receive a welcome email with the paperwork.

Chatbot lead → Pipeline + Demo

When the chatbot captures a qualified lead, a contact is created in Sales, assigned to the sales rep on duty, and a Booking link is sent so they can schedule a demo.

Booking confirmed → CRM follow-up

Every Booking reservation is logged as an activity in the contact's pipeline in Sales. If the deal isn't closed within 48 hours, an automatic follow-up task is created.

Automations connects the entire REPLAI ecosystem

REPLAI is a modular platform. Automations is the workflow engine that ties every module together. Each module is purchased separately based on your needs, but Automations lets data flow between them with no external integrations.

Sales Sales CRM

Chatbot AI assistant

Sign E-signature

People HR and time tracking

Recruit ATS recruiting

Booking Online bookings

Frequently asked questions

Answers to your questions

How is REPLAI Automations different from Zapier or Make?

The main difference is that Automations is native to the REPLAI platform. You don't have to configure APIs, you don't pay per task or execution, and data flows between modules without ever leaving the platform. Zapier and Make are generic tools that connect external apps to each other; REPLAI Automations connects your own business modules (CRM, e-signature, ATS, HR, chatbot, bookings) directly and instantly.

Do I need technical knowledge to build workflows?

No. The visual editor works with drag-and-drop: you pick a trigger, add conditions if you need them and configure the actions step by step. Each step has its own form with clear fields. No code, no APIs to understand.

How many workflows can I have active at once?

It depends on your plan. The Starter plan allows 5 active workflows, Business raises that to 25 and Enterprise offers unlimited workflows. Every plan includes unlimited executions: there's no monthly cap on how many times a workflow can fire.

Can I send WhatsApp messages from a workflow?

Yes, starting on the Business plan. You can configure actions that send WhatsApp messages using Meta-approved templates. Perfect for confirmations, welcomes, reminders and automatic follow-ups.

What happens if a step in the workflow fails?

Every execution is logged in the history with full step-by-step detail. If an action fails (for example, an email that can't be sent), the system flags it in red with the error reason. You can review the log, fix the issue and re-run the execution manually.

Can I connect with external tools?

Yes. Although Automations is designed to connect REPLAI's internal modules, it also lets you send webhooks to any external URL. That means you can notify Slack, update a Google Sheet, call your own API or connect with any tool that accepts webhooks.

Do I need every REPLAI module to use Automations?

No. Automations works with the modules you've subscribed to. If you only have Sales and Sign, you can build workflows that connect those two modules. The available triggers and actions adapt automatically to the modules you have active. Each module is purchased separately based on your needs.

Can I see the history of what each workflow has executed?

Yes. Every workflow has a complete execution log. For each run you can see: which trigger fired it, what data was processed, which path was taken through the conditions, which actions ran successfully and which ones failed, along with the exact date and time of each step.

Stop paying for every automated task

REPLAI Automations connects your modules with no execution limits. Build your first workflow in 3 minutes.

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