No-code automation, every app.
Helm Workflows is the automation engine inside the Helm platform. Visual builder, twelve triggers across the apps you already use, twenty-plus actions including send-email and post-Slack, conditional branches, wait steps, and full execution logs. No code. No glue scripts. No tools to wire together.
Built into the platform. No add-ons, no integrations, no per-feature pricing.
Drag triggers, actions, conditions, and wait steps. No YAML, no code, no duct tape. Ship a workflow in minutes.
Form submitted, invoice paid, invoice updated, payment received, project created or completed, task created, updated, or completed, client created or updated.
Create tasks, projects, invoices, contacts, accounts, estimates, deals, time entries, documents. Send email. Post to Slack. Assign an agent. Generate a PDF. Wait.
Filter with equals, greater-than, contains, starts-with, is-empty, and more. Branch the workflow differently based on the incoming data.
Add a wait step to pause a workflow for hours, days, or weeks. Fire the next step later without writing a scheduler.
Generate text with AI as a step. Draft the email, summarize the data, rewrite the Slack message. Use the output in downstream actions.
Set Workflows up once. The rest of the platform uses it forever. One data layer, no sync, no glue scripts.
Triggers fire on project created, project updated, and project completed events.
Invoice created, updated, and paid events trigger workflows. Send-invoice is also an action.
Form submissions trigger workflows. Route data into tasks, contacts, deals, or notifications.
Client-created and client-updated events trigger workflows for onboarding and change detection.
Send-email is a built-in action. Pair with AI text generation to draft the message.
Pick a trigger. Add actions. Branch on conditions. Pause with a wait. Publish it. When the trigger fires, the workflow runs. Execution history records every step with status, duration, and any error messages. Draft workflows stay inactive until you flip them live.
Because workflows operate on the same data layer as projects, invoices, forms, and CRM, you don't need Zapier or Make to glue them together. The trigger sees the real record. The action updates the real record. No data drift.
Use the assign-agent action to hand work off to an AI agent mid-workflow. Use AI text generation steps to draft copy inside a workflow. Build hybrid flows where deterministic rules and agent judgment trade off cleanly. The agent does the squishy parts; the workflow does the strict ones.
Zapier for the syncs you can afford, Make for the ones you can't, n8n if you're technical enough, and a growing pile of brittle webhooks in between. Every broken integration is a billing day lost.
One engine operating on the same data as every other app. Triggers on real events, not webhook polls. Actions update the real record, not a copy. No glue. No sync lag. No tool to re-wire when the underlying apps change.
A client submits a contact form.
Workflow creates the contact, opens a deal, assigns an SDR agent, and Slacks the sales channel.
A project is completed.
Workflow generates the final invoice from unbilled time, sends it, and posts a win note to Slack.
A high-value invoice is paid.
Workflow creates a follow-up task for the Account Manager, waits five days, then drafts a check-in email via AI text generation.
A task is marked blocked for three days.
Workflow posts a Slack alert to the PM channel with task context and assigns a Project Coordinator agent to unblock it.
AI staff with scoped access, configurable autonomy, and the same data your team uses.
Those tools sit between apps and pass data over the internet. Helm Workflows operates on the same database as your projects, invoices, forms, and CRM. Triggers see the real record. Actions update the real record. No syncs, no webhook polling, no brittle glue.
Form submission, invoice created, invoice updated, payment received, project created, project updated, project completed, task created, task updated, task completed, client (account) created, and client updated. A dedicated deal stage-change trigger is on the roadmap.
Create and update tasks, projects, invoices, contacts, accounts, estimates, deals, time entries, and documents. Send email. Post to Slack. Send an invoice. Mark an invoice paid. Generate a PDF. Assign an agent. Wait. Call a webhook. AI-generate text.
Yes. Conditions support equals, greater-than, less-than, contains, starts-with, is-empty, and more. Branch the execution path based on the trigger data or the results of prior steps.
Yes. Every workflow run is logged with step-level status, error messages, and retry counts. Debug a failed automation by inspecting the exact step that broke and why.
Scheduled (cron) workflows aren't supported today. For time-driven work today, use recurring tasks that fire on a cadence and trigger a workflow via task-created events.
Every app included. Agents come standard. Per-workspace pricing, no per-seat tax.
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