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Keep your clients engaged and your business growing—automatically

Build workflows of highly customizable triggers to add a whole new level of ease to your daily operations. From starting email campaigns to product adoption to upsell opportunities, Workflow Automations delivers exactly the right message to clients and saves you a whole lot of time.

Try Vendasta for free. No credit card required.

Accelerate success with Workflow Automations

Build nearly any workflow

With no coding involved, you can create automated business workflows for nearly anything you can imagine.

Attract more customers

Discover what your prospects are looking for and engage them with highly customized email campaigns tailored to their needs.

Accelerate your business

Spend less time on manual tasks and focus on growing a sustainable, stable business with monthly recurring revenue.

Innumerable possibilities

The range of possible Workflow Automations are endless. Are the anniversaries of working with your clients coming up? Set a trigger to send each of them a “Thank You” email on the right dates without adding them to your calendar! If you can dream it, we have the trigger.

Trigger the right campaigns for the right prospects

Setting Workflow Automations ensures that your prospects and clients are getting the optimal information for their interests. Leveraging specific content with triggered actions, you can nurture your leads and client relations without lifting a finger.

An effortless way to grow your business

Once your workflows are set up and running to your satisfaction, your business will be improving without your involvement. Whether focused on something else or simply off the clock, Workflow Automations keep your

Automate your workflows. Accelerate your growth.

Get free access now to discover Marketing Automation and more new ways to grow.

Try Vendasta for free. No credit card requied.

FAQs

What is a workflow automation tool?

Workflow automation software can help you design, execute and automate business processes based on a set of rules, eliminating the need for human intervention.

What are some examples of workflow automation?

With workflow automation you can automatically generate documents, manage leads, invoice customers, send emails, assign tasks, all across multiple systems.

How do I automate my workflow?

Creating workflow automations is simple with Vendasta. You can create a series of triggers with rules of what you want to happen when an event occurs, or choose from our library of pre-made workflow automations to get started right away.

How can automation improve workflow?

Your marketing, sales and support teams can save tens to hundreds of hours of manual tasks on a monthly basis by implementing workflow automation. This time savings can be spent serving your clients better and growing your business.

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Part of Vendasta’s end-to-end family of solutions

When used together, Vendasta’s Platform and products become a far more powerful engine of growth. Discover how to combine Marketing Automation with Vendasta’s CRM, Workflow Automations, and so much more.

Platform Overview →

Marketing Automation →

Sales & CRM →

Merchant Services →

Project Management →

Snapshot Report →

Workflow Automations →

This is what partnering with Vendasta feels like

Average G2 Rating

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“Vendasta makes it easy to provide full-service solutions to clients. The best feature is the breadth and quality of providers that they have attracted to the Vendasta Marketplace. You can build a business confident that you’re offering ‘best of breed’ solutions to your clients. Plus, the Vendasta platform allows you to pull it all together and present an impressive single dashboard presentation. In addition, Vendasta provides partner support to help you continually grow and innovate.”

Bill B.
Principal
[/dica_divi_carouselitem][dica_divi_carouselitem admin_label="David R" button_url_new_window="1" content_padding="20px|20px|20px|20px|true|true" _builder_version="4.27.4" _module_preset="default" background_color="#FFFFFF" background_enable_color="on" border_radii_item="off|10px|10px|60px|10px" global_colors_info="{}" theme_builder_area="post_content"]
“Vendasta is an amazing company and the platform is better than any other on the market. They provide world leading training and support. Their lead generation tools are very intelligent and work to get signups for your agency. This is a company that you can trust and create a truly unique and powerful marketing agency in partnership with. The support is second to none and they do what they do with passion, focus and expertise to ensure that you succeed.”

David R.
[/dica_divi_carouselitem][dica_divi_carouselitem admin_label="Mathew" button_url_new_window="1" content_padding="20px|20px|20px|20px|true|true" _builder_version="4.27.4" _module_preset="default" background_color="#FFFFFF" background_enable_color="on" border_radii_item="off|10px|10px|60px|10px" global_colors_info="{}" theme_builder_area="post_content"]
“What I appreciate most about the platform is the broad choice of tools and customization. But in truth, it’s the people. SaaS is trash. Add great people to a solid platform and it turns into a solution. Vendasta account team, product specialist and executives [are] all here to support their agency clients, makes it my go-to choice.”

Mathew
CEO in the US

[/dica_divi_carouselitem][dica_divi_carouselitem admin_label="Mitchel T" button_url_new_window="1" content_padding="20px|20px|20px|20px|true|true" _builder_version="4.27.4" _module_preset="default" background_color="#FFFFFF" background_enable_color="on" border_radii_item="off|10px|10px|60px|10px" global_colors_info="{}" theme_builder_area="post_content"]
“I love Vendasta because the entire software system is so streamlined. Everything is incorporated into one platform that helps agencies grow and scale. Their software platform gives your clients a portal to manage everything related to their business marketing online.”

Mitchel T.
Principle Consultant

[/dica_divi_carouselitem][dica_divi_carouselitem admin_label="Michael K." button_url_new_window="1" content_padding="20px|20px|20px|20px|true|true" _builder_version="4.27.4" _module_preset="default" background_color="#FFFFFF" background_enable_color="on" border_radii_item="off|10px|10px|60px|10px" global_colors_info="{}" theme_builder_area="post_content"]
“The Vendasta platform helps me grow my digital marketing agency by providing everything I need to succeed, including a Partner Center, Task Manager, Vendor Center and built-in CRM.

Their online marketplace has over 200 digital solutions, allowing me to provide all of the digital tools and services that my clients will ever need. It also allows me to add my own products and services to my online store, enabling me to include up-sells and additional value-added services to my clients.”

Michael K.
Owner
[/dica_divi_carouselitem][dica_divi_carouselitem admin_label="Justin" button_url_new_window="1" content_padding="20px|20px|20px|20px|true|true" _builder_version="4.27.4" _module_preset="default" background_color="#FFFFFF" background_enable_color="on" border_radii_item="off|10px|10px|60px|10px" global_colors_info="{}" theme_builder_area="post_content"]
“Having a product offering that is well-rounded and possibly unique from my local competitors definitely gives me an edge. Having more tools also helps me become more confident. Highly recommend.”

Justin
CEO in the US
[/dica_divi_carouselitem][dica_divi_carouselitem admin_label="Scott" button_url_new_window="1" content_padding="20px|20px|20px|20px|true|true" _builder_version="4.27.4" _module_preset="default" background_color="#FFFFFF" background_enable_color="on" border_radii_item="off|10px|10px|60px|10px" global_colors_info="{}" theme_builder_area="post_content"]
“I highly recommend Vendasta to anyone operating a digital marketing agency. They help you focus on growing your business by taking over the heavy lifting of doing the detail work for you. You can stay focus on the big picture and not get bogged down in the trenches. Without them, I would never have been able to scale my business, we stayed lean but expanded our offerings.”

Scott K.
[/dica_divi_carouselitem][dica_divi_carouselitem admin_label="Terry B" button_url_new_window="1" content_padding="20px|20px|20px|20px|true|true" _builder_version="4.27.4" _module_preset="default" background_color="#FFFFFF" background_enable_color="on" border_radii_item="off|10px|10px|60px|10px" global_colors_info="{}" theme_builder_area="post_content"]
“Vendasta’s agency tools have allowed us to provide our clients the tools and services they need to stay on top of their online reputation and social media. We’ve gained market share from our competitors, provided our clients with the latest technology to be successful online and increased our retention of clients to over 97% after their initial contract terms.”

Terry B.
CEO
[/dica_divi_carouselitem][dica_divi_carouselitem admin_label="Thomas F" button_url_new_window="1" content_padding="20px|20px|20px|20px|true|true" _builder_version="4.27.4" _module_preset="default" background_color="#FFFFFF" background_enable_color="on" border_radii_item="off|10px|10px|60px|10px" global_colors_info="{}" theme_builder_area="post_content"]
“The main benefit is that I can run a business without a bunch of employees. Even when I am big enough to need a few employees I will still need far less than if I were to run the business without Vendasta.”

Thomas F.
Agency Owner
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