Workflows & Journeys

Automate every step with one connected workflow system.

AELESTRA turns form submissions, bookings and pipeline activity into hands-free automation. Build journeys that send follow-ups, assign tasks and keep your CRM, email marketing and booking system working together in real time.

AELESTRA automation workspace showing workflow steps, performance cards, and team collaboration
Automation Workspace

Build, orchestrate and optimize every automated journey.

Build powerful workflows inside AELESTRA that react to customer activity, connect your CRM, communications and booking system, and give your team visibility into every enrollment, action and result.

Build & Trigger

Design workflows around real customer activity.

Start from a template or build visually from scratch. Configure multiple triggers, filters and enrollment rules so each workflow begins at exactly the right moment.

Visual workflow builder
Multiple triggers and filters
Searchable workflow template library
Orchestrate & Automate

Control what happens next at every step.

Connect actions, waiting periods and conditional paths to shape complete customer journeys. Use intelligent workflow tools to refine complex automations faster.

Actions, waits and conditional branches
Contact, pipeline and communication actions
AI-assisted workflow editing
Monitor & Optimize

See how every workflow performs and executes.

Track enrollments, review workflow performance and inspect execution history when you need more detail. Test changes, review errors and publish with greater control.

Workflow analytics and trigger insights
Enrollment history and execution logs
Testing, publishing and error review
Interactive Product Tour

Explore Automations inside a live workflow experience.

Explore how AELESTRA builds automated customer journeys. Open workflows, configure triggers, add actions, test paths and review execution data directly inside this interactive demo.

AELESTRA
CRM Marketing Automations Conversations Reporting
Automations
Total Workflows 0
Published 0
Enrollments 0
Errors 0

Workflow Enrollments

Top Enrollment Triggers

Form Submitted
612
Pipeline Changed
476
Appointment Booked
368
Customer Replied
245
Tag Added
163
Workflows
Workflow
Status
Enrolled
Updated
Action
Workflow Template Library
✦

New Lead Follow-Up

Respond to new leads, assign an owner and continue follow-up until the contact replies.

Lead Nurture
◫

Appointment Reminder

Send confirmations and timed reminders before a scheduled appointment.

Appointments
↗

Pipeline Stage Follow-Up

Trigger specific sales actions whenever an opportunity enters a new stage.

Sales
↻

Customer Reactivation

Re-engage inactive customers with timed communication and response-based branching.

Reactivation
◎

Missed Call Text Back

Automatically follow up when a call is missed and route replies into the customer journey.

Communication
✓

Review Request Journey

Request feedback after service completion and continue the journey based on the response.

Reputation
New Lead Follow-Up Published workflow

Enrollment Settings

Control when contacts can enter this workflow.

Allow multiple enrollments
Allow re-entry after completion
Stop workflow on response

Communication Settings

Control delivery behavior and workflow timing.

Respect communication windows
Retry failed actions
Skip duplicate actions

Builder Preferences

Configure the workflow editing experience.

Advanced workflow builder
Show workflow statistics

Workflow Information

Internal information for this workflow.

Total Enrolled 186
Active 28
Completed 158
Contact
Trigger
Current Step
Status
SL Sarah Lee
Form Submitted
Wait 2 Days
Waiting
JM James Morgan
Form Submitted
Move Opportunity
Completed
AR Amanda Reed
Form Submitted
Send SMS
Active
DK Daniel Kim
Form Submitted
Send Email
Active
Event
Contact
Timestamp
Result
Workflow Triggered
Sarah Lee
10:41 AM
Success
Add Tag
Sarah Lee
10:41 AM
Success
Email Sent
Sarah Lee
10:42 AM
Success
Wait Started
Sarah Lee
10:42 AM
Waiting
Email Send
Michael Ross
09:56 AM
Error
Workflow updated Your demo workflow has been updated.
Automations
Workflows 24
Published 18
Enrollments 1,864
Errors 3
Recent Workflows
New Lead Follow-Up
⚡
Form Submitted Trigger when Lead Capture Form is submitted
#
Add Contact Tag Add tag: New Lead
✉
Send Email Welcome and next steps
◷
Wait Wait for 2 days
◇
If / Else Has customer replied?
Templates
New Lead Follow-Up

Automatically respond to new leads and continue follow-up based on engagement.

Appointment Reminder

Send booking confirmations and reminders before the appointment.

Customer Reactivation

Re-engage inactive contacts using timed messages and conditional paths.

Pipeline Stage Follow-Up

Start sales actions automatically whenever a deal moves to a new pipeline stage.

Workflow updated Your demo workflow was updated.

This interactive experience demonstrates the AELESTRA Automations workflow. Demo actions remain inside this experience and do not contact real customers or publish real workflows.

Explore the Full Platform
Automations FAQ

Questions about Automations? Start here.

Clear answers about workflow triggers, actions, branching, enrollments, execution logs and connected customer journeys inside AELESTRA Automations.

Frequently asked
8 questions

Automations can start from business events such as form submissions, new contacts, pipeline changes, booked appointments, payments, email replies, inbound messages, added tags, signed contracts and webhooks.

A workflow can send emails and text messages, add tags, update opportunities, assign users, create internal notifications, add wait steps, apply conditional logic and pass data through connected webhooks.

Yes. The visual builder lets you combine actions, wait steps and conditional branches so different contacts can follow different paths based on activity, status or other workflow conditions.

AELESTRA workflows can connect activity across forms, CRM updates, appointments, payments, documents and customer communications, allowing the next action to happen inside one coordinated workflow.

Yes. Workflow settings can control re-entry and stop-on-response behavior, giving you control over whether a contact can enter the same automation again and when an active sequence should end.

Yes. You can build from scratch, start with a reusable workflow template or use AI-assisted generation to create a starting structure that can then be reviewed and customized for your business process.

Yes. Enrollment history gives your team visibility into who entered a workflow, what triggered the enrollment, the contact's current step and the status of that automation journey.

Yes. Execution logs provide a detailed record of automated steps and their status, helping your team review what happened during a workflow and identify actions that may require attention.

See how AELESTRA Automations can fit your customer journey and day-to-day operating workflow.