Visual Workflow Builder
Drag, drop, and connect. Visualize the entire customer journey on one canvas without writing a single line of code.
Core Features
Automations that react to every step and scale with you
Build visual workflows that respond to forms, CRM updates, bookings, and replies. Use branching logic to nurture leads and automate follow-ups via Email & SMS.
Form Submitted
New Contact
Pipeline Change
Appointment Booked
Payment Received
Email Reply
Tag Added
Webhook
Inbound SMS
Contract Signed
Multi-Source Triggers
Start automations from forms, pipeline moves, appointment statuses, incoming calls, or external webhooks.
Comprehensive Actions
Send Email/SMS, assign tasks, update contact fields, move CRM stages, add tags, and send internal notifications.
Advanced Branching
Use If/Else logic to split paths based on behavior. "Did they open the email?" "Is the deal value over $1k?"
Templates & Cloning
Launch fast with pre-built recipes for Nurture, Reactivation, and Onboarding. Clone workflows across sub-accounts instantly.
Safety & Reporting
Execution logs show exactly what happened. Built-in "Quiet Hours" prevent SMS messages from sending at 3 AM.
From trigger to closed loop
Build with the Visual Builder, set triggers, enroll contacts, and track execution logs. Works with forms, CRM, payments, documents, and messaging.
What your team sees
Active Flows
0
0
Enrolled
0
0
Running
0
0
Conversion
0%
0%
Visual Workflow Builder
Start from Scratch
Use Template
AI Generator
Drag-and-drop actions. Visualize the entire customer path.
Version Control
v1.2 (Live) • v1.3 (Draft) • Restore Previous
Trigger Sources
Form Submit
New Contact
Pipeline Change
Appt. Booked
Payment Paid
Contract Signed
Email Reply
Incoming SMS
Webhook
Birthday
Start automation from any signal in your tech stack.
Action Library
Send Email
Send SMS
Add Tag
Update Opportunity
Wait Step
If/Else
Internal Notification
Assign User
Webhook
Nurture, route, and update contacts automatically.
Logic & Conditions
If Tag Exists • If Email Opened • If Value > $1k • If Stage is "Demo"
Split paths based on customer behavior.
Timing Control
Wait For
Quiet Hours
Wait 2 Days OR Until Link Clicked
Re-Entry Rules
Allow Re-Entry
Stop on Reply
Once per Contact
Compliance
Sender Profile • DND Hours • Unsubscribe Link
Ensure safe delivery windows (e.g., 9am - 5pm).
Recent Enrollments
Troy (Instagram DM) → Add Tag
Finished
David (Booking) → Update Deal
Finished
Sarah (Form Fill) → Wait 2 Days
Waiting
See exactly where every contact is in the journey.
System Logs
10:42 AM — Email Sent (Welcome Series)
Success
10:42 AM — Add Tag (New Lead)
Success
10:41 AM — Trigger (Form Submitted)
Success
Full audit trail of every automated action.
Overview. Active workflows, enrollments, running count and conversion trend.
Benefits
Why businesses choose AELESTRA Automations
Automate lead capture, booking, follow-up, and handoffs. Use triggers, branching, and goals to run touchless journeys across CRM, Calendar, and Messaging.
⚡️
Build with AI or Templates
Start fast from proven recipes (Nurture, Reactivation) or describe your goal and let AI draft the flow.
🧩
Visual Workflow Builder
Drag, connect, and reuse blocks. Visualize the entire customer path in one view.
🎯
Trigger Coverage
Forms, tags, pipeline moves, bookings, no-shows, payments, signed docs, and incoming SMS/Email.
🛠️
Action Toolkit
Send Email/SMS, assign owners, move stages, update fields, add tags, fire webhooks, and set goals.
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Branching & Goals
Use If/Else paths and "Goal" stops to adapt each journey to real customer behavior.
🔗
Deep Stack Integration
Seamlessly syncs with CRM, Payments, Calendars, and Documents in real-time.
Automate your journey on autopilot
AELESTRA connects your forms, CRM, calendar, and messaging into one flow. Use the Visual Builder to drag-and-drop triggers, actions, and logic that work 24/7 without manual intervention.
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