Connect triggers, conditions and supported actions into repeatable workflows. Add AI and review steps where they help, and keep the work attached to the right records.
Use conditions to assign an owner and prepare a response.
03
Review and continue
Check the draft and carry out the permitted follow-up.
One shared company record✓
Example workflow, configured around your business.
LESS FRICTION IN THE DAILY WORK
What workflows does for your team.
The repeated handovers between tools often take more effort than the individual task. A workflow gives the process a clear path and the team a place to see what happened.
01
Triggers and conditions
Define when a workflow starts and which path it should follow.
02
Connected actions
Use supported Vitae actions and external integrations to move work forward.
03
Review and execution history
Keep people involved at the right points and inspect workflow runs.
HOW IT CONNECTS
Route a new website enquiry into a reviewed sales follow-up.
Less repeated coordination, with a process your business can keep improving.
Yes. Build with the supported workflow actions and extend through available API, MCP or CLI interfaces. External connections depend on the app's interface and the access you grant.
One shared company record