FlowState: Visual Workflow Builder
FlowState is a powerful visual editor for creating advanced automations within BasaltCRM.
Building a Flow
Using a drag-and-drop interface, you can connect nodes to create logic:
Triggers: What starts the flow (e.g., "New Lead", "Deal Won"). Actions: What the system does (e.g., "Send Email", "Create Task", "Update Status"). Logic Nodes: If/Else conditions and Delays.Common Use Cases
Lead Routing: Automatically assign leads to specific reps based on territory. Deal Follow-up: Schedule reminders if a deal stays in a stage for too long. Post-Sale Onboarding: Trigger a series of tasks when a deal is closed.