Sell
Workflow automation for follow-ups that run themselves
Pick a trigger, add conditions and choose actions. Gandiv then sends the message, creates the task or moves the stage while your team focuses on conversations.
12 recipes
ready to switch on
No code
trigger, condition, action
Run log
of every execution
Simple builder
Trigger, condition, action
Choose what starts the flow, such as a new lead, a stage change or a missed call. Add conditions like source or city, then actions like send WhatsApp, create task or assign owner. Read it back as a plain sentence before turning it on.
- Triggers on lead, call, stage
- AND/OR conditions
- Multiple actions in order
Simple builder
- Triggers on lead, call, stage
- AND/OR conditions
- Multiple actions in order
12 recipes
Start from proven examples
Switch on ready recipes such as welcome message on new lead, callback task on missed call, reminder one day before a visit, and win-back after 30 days of silence. Edit the wording and timing to match your business.
- Welcome and missed-call recipes
- Visit and payment reminders
- Win-back after silence
12 recipes
- Welcome and missed-call recipes
- Visit and payment reminders
- Win-back after silence
Time delays
Wait, then act
Add delays in minutes, hours or days, and branch on whether the lead replied. A flow can message now, wait two days, check for a reply, and create a call task only if nothing came back.
- Delay steps
- Branch on reply or stage
- Business-hours only sends
Time delays
- Delay steps
- Branch on reply or stage
- Business-hours only sends
Safe by default
Guardrails against runaway messages
Each lead can enter a flow once, or at set intervals, and daily send caps protect your WhatsApp quality rating. Flows can be paused instantly, and changes are versioned so you can see who edited what.
- Entry limits per lead
- Daily send caps
- Pause and version history
Safe by default
- Entry limits per lead
- Daily send caps
- Pause and version history
Run log
Check what ran and why
A log lists every execution with the lead, trigger, steps taken and any failure reason. When a customer says they got an odd message, you can find exactly which flow sent it and fix the rule.
- Per-lead run history
- Failure reasons shown
- Filter by workflow
Run log
- Per-lead run history
- Failure reasons shown
- Filter by workflow
Connect tools
Reach beyond the CRM
Call a webhook or a Zapier step to update a sheet, notify a chat tool or start a process elsewhere. Data from the lead can be passed along, so other systems stay in step without manual copying.
- Webhook action
- Zapier connection
- Pass lead fields
Connect tools
- Webhook action
- Zapier connection
- Pass lead fields
How it works
- 1
Pick a recipe or start blank
Choose a ready recipe or build your own trigger.
- 2
Set conditions and actions
Define who it applies to and what happens, with delays if needed.
- 3
Turn on and watch
Activate it and check the run log for results.
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Frequently asked questions
Do I need technical skills?
No. The builder uses plain choices, and the recipes work out of the box. Webhook actions are optional and need a little technical help.
Can a workflow send WhatsApp messages automatically?
Yes, through the WhatsApp Business API using approved templates. Automatic sends from a synced personal number are not advised.
How many workflows can I run?
Limits depend on your plan, and the pricing page lists them.
What if a workflow misbehaves?
Pause it from the list at any time. The run log shows what it did, and you can fix the rule and resume.
Can a workflow change data in bulk?
Workflows act on a lead or event as it happens. For bulk edits on existing leads, use bulk actions on a filtered list.
See Gandiv on your own leads
Start free, or book a short demo and we will set it up with your pipeline.