Drag nodes to the canvas
Triggers
Status Change
Triggers when ticket status changes
Ticket Created
Triggers when a new ticket is created
Comment Added
Triggers when a note or comment is added to a ticket
Field Changed
Triggers when a specific field changes
Time Elapsed
Triggers after specified time passes
Manual Trigger
Manually triggered via button
Scheduled
Fires on a recurring time-based schedule (cron expression)
Recurring Interval
Fires every N days from the last run (true interval, not calendar)
Review Invitation Created
Triggers when a review invitation is created
Review Invitation Sent
Triggers when a review invitation email is sent
Review Submitted
Triggers when a customer submits a review
Review Status Changed
Triggers when a review is approved or rejected
Review Invitation Expired
Triggers when a review invitation expires
Quote Request Created
Triggers when a new quote request is submitted
Quote Request Status Changed
Triggers when a quote request status changes
Work Order Completed
Triggers when a work order is marked complete
Work Order Assigned
Triggers when a work order is assigned or reassigned
Conditions
Field Equals
Check if field equals a value
Field Contains
Check if field contains text
Field Empty
Check if field is empty
AND Gate
All inputs must be true
OR Gate
Any input can be true
Actions
Auto Quote
Run the full auto-quote pipeline for the triggering quote request: QuickBooks estimate, PDF quote, email to the customer. Same engine as the website quote form.
Send Email
Send the email — reads From / To / Content from upstream nodes if present
Schedule Email
Book an email into the Scheduled Emails queue for later (e.g. 7 days after ship date). Revalidates the record still qualifies before sending; cancelable on the Scheduled Emails page.
Email — From
Sets the sender: transport (external / SES) + from address
Email — To
Sets the recipient: contact / assigned / custom / field
Email — Content
Sets the subject + body, or picks a template
Create Notification
Send in-app notification
Update Field
Update a ticket field
Webhook
Call external HTTP endpoint
Create Insightly Project
Create project in Insightly
Update Insightly
Update Insightly record
Create QB Invoice
Create invoice in QuickBooks
Create SpiraPlan Incident
Create incident in SpiraPlan
Update SpiraPlan Incident
Update existing incident in SpiraPlan
Add SpiraPlan Comment
Add comment to existing SpiraPlan incident
Create SpiraPlan Requirement
Create requirement in SpiraPlan from ticket
Create SpiraPlan Task
Create task in SpiraPlan from ticket
Discord Notification
Send message to Discord channel
Slack Notification
Send message to Slack channel
Teams Notification
Send message to Microsoft Teams
PagerDuty Incident
Create incident in PagerDuty
Telegram Notification
Send message to Telegram chat
Google Chat Notification
Send message to Google Chat space
Send SMS
Send SMS via Twilio
Opsgenie Alert
Create alert in Opsgenie
Webex Notification
Send message to Webex space
Pushover Notification
Send push notification via Pushover
Send Review Invitation
Create and send a review invitation
Delay
Wait before next action
Run Skill
Fire a Claude skill on the pipeline worker
Demo: Ticket Escalation FlowDemo Mode
