Pipeline & Revenue

Workflows

No-Code Sales Automation

Workflows is Imperius AI's no-code automation engine. Build complex, multi-step processes triggered by deal changes, email replies, meeting outcomes, form submissions, or any platform event — and automatically execute actions across the entire platform.

No-code100+ triggersConditional logicNative integrations

What you get

Everything included in Workflows — no add-ons, no hidden limits.

Visual drag-and-drop workflow builder — no code required

100+ trigger types: deal stage change, email reply, meeting booked, form submitted

Actions: send email, update CRM field, create task, notify Slack, enrol in sequence

Conditional branches based on any deal, contact, or activity data

Delay steps: wait N hours/days or until a specific date

Loop detection and safety limits to prevent runaway automations

Full run history and audit log per workflow

Native integrations with Gmail, Slack, HubSpot, Salesforce, and Zapier

Use cases

Who gets the most value from Workflows.

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RevOps Automation

Automate deal routing, stage advancement, and data enrichment without dev resources.

📧

Follow-Up Sequences

Trigger personalised follow-up emails when a demo is not booked within 48 hours.

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Sales Alerts

Notify the right rep on Slack the moment a high-intent prospect opens your email.

How it works

Up and running in minutes.

Choose trigger

Select what event starts the workflow — from 100+ options across the platform.

Build actions

Add steps: send email, update field, create task, delay, branch on conditions.

Test & activate

Run the workflow in test mode before going live to validate every branch.

Monitor

View run history, success rates, and errors per workflow in real time.