# Automations – Automate your business without code _Published: 2026-05-27_ __ 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](/register/) [Request demo](/contact/) Workflow editor Deal won → Signature → Welcome Active Save TRIGGERS ⚡ Deal won ⚡ Contact created ⚡ Candidate hired ⚡ Document signed ⚡ Booking confirmed ACTIONS ✉ Send email 💬 Send WhatsApp 📝 Create task 🔗 Webhook 🔔 Internal alert TRIGGER Deal won Module: Sales (CRM) CONDITION Value > €5,000 YES NO ACTION Send contract (Sign) Template: Premium contract ACTION WhatsApp: Welcome ACTION Email: Standard proposal Delay: wait 1 hour ACTION Create task: Follow-up Executions this week 47 ↑ 23% vs last week €0 Per execution (no hidden limits) 6 Modules connected natively 30+ Triggers available 0 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. New workflow + Add step 1 When: Candidate hired Recruit module → application.hired ↓ 2 Create employee in People Copy name, email and department from the candidate ↓ 3 Send onboarding contract (Sign) Template: Employment contract → signer: new employee ↓ 4 WhatsApp: Welcome to the team Approved template → includes name and start date 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 Connections between modules ⚡ Automations 📈 Sales ✍ Sign 🤖 Chatbot 📅 Booking 👥 People 💼 Recruit 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 REPLAI Automations 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. 1 ### Pick a trigger Choose the event that kicks off the flow: a deal won, a document signed, a candidate hired... 2 ### Add conditions Decide whether the flow should branch based on value, type, department or any other field. 3 ### Configure actions Send emails, create tasks, fire WhatsApp messages, update records or call an external webhook. 4 ### 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. [Create free account](/register/) [Talk to sales](/contact/)