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Logo AutomateNexus CRM Logo AutomateNexus CRM
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  • Getting Started
    • Welcome to AutomateNexus CRM
    • Setting Up Your Account
    • Dashboard Overview
    • User Roles & Permissions
  • Contacts & Lead Management
    • Custom Fields & Custom Objects
    • Lead Routing & Scoring
    • Unified Contact Timeline
    • Managing Contacts
  • Deals & Pipeline
    • Visual Deal Pipeline
    • Quotes & CPQ (Configure, Price, Quote)
    • Territory Management
    • Revenue Intelligence & Forecasting
  • Communications & Collaboration
    • Communication Hub
    • Schedule & Booking
  • Marketing & Automation
    • Sales Sequences & Multi-Step Outreach
    • Funnels & Landing Pages
    • Reputation Management
    • Account-Based Marketing (ABM)
  • Projects & Task Management
    • Tasks, Delegation & Time Tracking
    • Project Management
  • Workflows & Automation
    • Workflow Builder
    • NexusFlow Visual Automation
    • Email Marketing & Campaigns
  • Analytics & Reporting
    • Multi-Touch Attribution Reporting
    • Document Tracking & Analytics
    • Customer Journey Mapping
  • AI & Intelligence
    • Conversation Intelligence & Call Analytics
    • AI Agents & Support Center
    • Playbooks & Guided Selling
  • Ecommerce
    • Ecommerce Store Management
    • Embedded Payments on Forms
  • Integrations & Setup Guides
    • Video Conferencing Setup
    • AI Provider Configuration
    • Communication Integrations
    • Webhooks & Custom Integrations
    • Payment Processor Setup
    • Automation Platform Connections
    • Email Integration Setup
    • Calendar & Scheduling Integrations
    • MCP Integration Guide
    • File Storage Integrations
  • API Reference
    • Tasks & Activities API
    • Webhooks API
    • Contacts & Leads API
    • Deals & Pipeline API
    • API Overview & Authentication
  • Administration & Settings
    • Sandbox Environments
    • Security & Data Management
    • Integrations & Marketplace
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  1. Overview
  2. Workflows & Automation

Workflows & Automation

  • Workflow Builder

    OverviewThe Workflow Builder in AutomateNexus CRM is a powerful automation engine that allows you to design, configure, and deploy automated workflows to streamline your business processes. From simple task assignments to complex multi-step sequences invo ...

  • NexusFlow Visual Automation

    OverviewNexusFlow is the advanced visual automation builder within AutomateNexus CRM, designed to give you complete control over complex, multi-step business processes through an intuitive drag-and-drop canvas. Unlike the standard Workflow Builder, NexusF ...

  • Email Marketing & Campaigns

    OverviewAutomateNexus CRM includes a full-featured email marketing platform that lets you create, send, and track email campaigns directly from your CRM. By combining your contact data with powerful segmentation and automation tools, you can deliver highl ...

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