Workflows & Automation

BasaltCRM's automation layer spans visual workflows, AI-driven sequences, autonomous agents, and scheduled cron jobs. Build once, run continuously.

FlowState

Visual Node-Based Builder

Drag-and-drop workflow editor powered by React Flow. Connect triggers, actions, and logic nodes to create complex automations without code.

If/Else branching

Delays & scheduling

Multi-step sequences

Execution logs & debugging

Outreach Sequences

Multi-Channel Campaigns

Automated email, SMS, and task sequences with AI personalization. Build once, run at scale across your entire pipeline.

AI-generated icebreakers

Conditional branching

Multi-step with delays

Opens / clicks / replies tracking

LeadGen Wizard

Autonomous Prospecting

AI agents autonomously discover, qualify, and stage prospects for human approval. Runs Basic (SERP) or Advanced (LLM Deep Research) modes.

ICP-based targeting

Global dedup & compliance

Credit-based usage

Human-in-the-loop staging

BasaltECHO Agents

AI Voice Automation

Deploy AI voice agents for inbound support and outbound prospecting. Agents can book meetings, update CRM records, and route calls — all via webhooks.

Real-time WebRTC streaming

Calendar integration

CRM context injection

Webhook event pipeline

FlowState Node Reference

Every FlowState workflow is composed of three node types: Triggers (what starts the flow), Actions (what the system does), and Logic (conditional routing).

Triggers

New Lead Created

Deal Stage Changed

Form Submitted

Task Overdue

Email Opened

Call Ended

Meeting Booked

Actions

Send Email

Send SMS

Create Task

Update Record Field

Assign to Rep

Push Notification

Create Project

Generate Invoice

Call Webhook

Logic

If / Else Condition

Delay (minutes / hours / days)

Split Path

Merge

Loop

Break

Sequence Architecture

Outreach sequences are multi-step, multi-channel campaigns that execute automatically on a schedule. Each step can be an email, SMS, manual task, or a configurable delay.

// Sequence Step Schema { "sequence_id": "seq_abc", "steps": [ { "type": "email", "delay_days": 0, "template": "intro_email", "ai_personalization": true // AI writes unique icebreaker per lead }, { "type": "delay", "delay_days": 3 // Wait 3 days before next step }, { "type": "email", "delay_days": 0, "template": "follow_up_1", "condition": "!opened" // Only send if previous was not opened }, { "type": "task", "delay_days": 2, "description": "Call prospect — high intent signal detected" }, { "type": "sms", "delay_days": 1, "message": "Hi {{firstName}}, quick follow up on our conversation..." } ] }

Outreach Status Pipeline

IDLE→PENDING→SENT→OPENED→MEETING_LINK_CLICKED→MEETING_BOOKED→CLOSED→CONVERTED

Scheduled Jobs (Cron)

Background jobs run on a schedule to process queued operations. These are implemented as serverless API routes triggered by external schedulers (EventBridge, Vercel Cron, or Jenkins).

Every 1 min

/api/cron/outreach

Processes pending outreach steps — sends scheduled emails, SMS, and creates tasks.

Daily

/api/cron/credits

Resets monthly credit quotas and checks for expired trial accounts.

Hourly

/api/cron/enrichment

Re-crawls stale lead candidate data older than 90 days.

Every 5 min

/api/cron/sync

Syncs email delivery events from Resend/SES and updates outreach statuses.

Building Custom Automations

Extend BasaltCRM's automation layer by combining API endpoints, webhooks, and FlowState nodes. Here's a common pattern for a post-call follow-up automation:

// Example: Post-Call Follow-Up Automation // // Webhook: BasaltECHO call_ended event // → FlowState Trigger: "Call Ended" // → Logic: If durationSec > 120 (meaningful call) // → Action: Create follow-up Task (2 day delay) // → Action: Send personalized email recap // → Action: Move lead to "Engage_Human" stage // → Else (short call / no answer) // → Action: Schedule retry call (next day) // → Action: Send SMS with meeting link POST /api/crm/workflows { "name": "Post-Call Follow-Up", "trigger": "webhook:call_ended", "nodes": [ { "type": "condition", "field": "durationSec", "op": ">", "value": 120 }, { "type": "action", "action": "create_task", "delay": "2d" }, { "type": "action", "action": "send_email", "template": "call_recap" }, { "type": "action", "action": "update_field", "field": "pipeline_stage", "value": "Engage_Human" } ] }

Ready to automate?

Start building workflows in the FlowState visual editor or integrate programmatically via the API.

Open FlowState API Reference