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Campaigns

Workflow automation — orchestrate everything around WhatsApp

Build multi-step automated workflows triggered by WhatsApp events, schedules, or external events. Cross-system orchestration without writing code.

Build a workflowSee workflow examples

30+

Trigger types

Every WhatsApp event

20+

Action types

Across services

Branching

Logic

Multi-path workflows

Versioned

Workflows

Rollback anytime

Workflow automation building blocks

Event-based triggers

30+ triggers: message received, conversation completed, contact added to list, campaign delivered, order placed (via integration), schedule, manual trigger.

Visual flow builder

Drag-and-drop canvas. Connect triggers to actions to conditions to more actions. No code; logic is visual.

Branching + conditions

If contact is VIP, do X. Else do Y. If campaign delivered to >80%, do A. Multi-path workflows with no limit on complexity.

Delays + scheduling

Wait N minutes/hours/days between steps. Schedule branches for business hours, weekdays, customer's timezone. Time-aware orchestration.

Loops + repeats

Repeat steps until condition met (e.g. retry callback every hour until customer responds). Or scheduled recurrence (weekly status check).

Execution log + replay

Every workflow run logged with full state at each step. Failed runs can be inspected and replayed after fixing.

Building a workflow

  1. 1

    Pick a trigger

    What starts the workflow — a WhatsApp event (message received, campaign delivered, etc.), a schedule, or a webhook from an external system.

  2. 2

    Add actions in sequence

    Send a message, update a contact field, push to a CRM, call a custom API, send an email. 20+ action types available.

  3. 3

    Add branches + conditions

    If customer responded → continue with X. If didn't respond after 24h → send Y. Visual logic, configured via UI.

  4. 4

    Test in sandbox

    Run the workflow against test contacts. Step through execution; inspect state at each node. Catch logic bugs before activating.

  5. 5

    Activate + monitor

    Toggle the workflow live. Execution log shows every run in real time. Iterate on weak branches as data accumulates.

Workflow automation — Edesy vs Zapier vs Make

FeatureEdesyZapier / Make
WhatsApp-native triggers + actionsDeepLimited
Bot flows + workflows in same platform
Pricing per workflow executionIncludedPer-task billing
WhatsApp conversation contextFirst-classPass-through only
Visual flow builder
Branching + loopsPremium tier
Execution log + replayLimited
Number of integrationsWhatsApp + key ecosystemThousands (generic)

Workflows that pay for themselves

Drip recovery for abandoned demo

Trigger: demo class booked but no-show. Action: WhatsApp follow-up + email. Condition: if customer responds, escalate to counselor; else continue drip.

Demo no-show recovery 28%

Cross-system contact sync

Trigger: contact added to Edesy. Action: also add to HubSpot + Salesforce + Mailchimp via integrations. Status: contact creation everywhere in seconds.

Single source of truth across systems

Real-time order automation

Trigger: Shopify order placed. Action: send WhatsApp confirmation, update inventory in custom system, add to logistics pipeline. End-to-end in <2 seconds.

Order fulfillment time -50%

Renewal automation

Trigger: scheduled (30 days before renewal). Action: send WhatsApp + email reminder. Branch: if customer pays, mark renewed; if not, escalate at -7 days; if still not, escalate to retention team at -1 day.

Renewal rate up 22%

Lead scoring + routing

Trigger: bot completes lead qualification. Action: compute lead score from custom fields; if hot, route to senior sales + WhatsApp call back; if warm, drip nurture; if cold, archive.

Sales productive time +40%

Multi-touch customer service

Trigger: support inquiry. Action: bot tier-1 attempt; if not resolved, create ticket in helpdesk; if customer rates poorly, escalate to manager.

First-contact resolution rate up 30%

Frequently asked questions

Build the workflows your team has been asking for

Free workspace, visual builder, 30+ triggers + 20+ actions.

Build a workflowBook a demo

Related features

Drip Sequences

Linear WhatsApp drips

Webhooks

Workflow → external systems

Custom AI Tools

Workflows in bot conversations

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