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Workflows & automation

If this, then that — across your whole agency.

ItzSEO's workflow builder connects everything in the workspace: a form, chat, email, SMS, order, payment, meeting or task can start a workflow that branches, waits, drips, tags, notifies, emails, texts or asks Claude, with approval steps and a full log of every run. Included on every paid plan.

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What you get

Triggers, logic and actions from one platform.

38 triggers

Forms, contacts, email opens and clicks, SMS and chat received, orders and payments, meetings, articles, reminders, standups. Time-based states are scanned hourly.

Branches and A/B splits

Conditions on any field with expressions (dates, maths, text), plus random splits to test two paths.

Waits and drips

Wait a duration, until a date, for an event, or drip a sequence of messages over days.

Actions

Email, SMS, internal chat, push, tags, contact fields, payment schedules, HTTP requests, start another workflow.

AI steps

Ask Claude Haiku or Sonnet to classify, draft or decide inside a run; the output feeds the next step.

Approvals and logs

Pause for a human in chat. Every run keeps step inputs, outputs and side effects for later inspection.

Examples

Three workflows agencies build first.

Lead follow-up

Form submitted → create contact → SMS in 2 minutes → wait 1 day → if no reply, email → notify the owner.

Stale deal rescue

Pipeline card stale 7 days → AI drafts a check-in → approval card in chat → send email.

Payment chasing

Payment overdue → email reminder → wait 3 days → SMS → tag contact "overdue" → notify accounts.

How it works

Build, validate, run, inspect.

  1. STEP 1

    Pick a trigger

    Choose the event and, where it applies, the form, list or pipeline it should watch.

  2. STEP 2

    Draw the graph

    Add branches, waits and actions. Use expressions to reference the trigger's fields.

  3. STEP 3

    Save and validate

    The graph is checked for dead ends and bad expressions before it can be turned on.

  4. STEP 4

    Watch runs

    Each run shows every step with what went in and out. Rerun or fix and version.

Compared

ItzSEO workflows vs GoHighLevel.

 ItzSEOGoHighLevel
PricingIncluded in your planFrom $97/month per account
Triggers38 across forms, chat, email, SMS, orders, payments, meetings, tasksBroad, CRM-centred
AI stepsClaude Haiku or Sonnet inside a runAvailable on higher tiers
Human approvalApproval card in team chatManual actions
SEO, content, websites, HRSame workspaceSeparate tools
FAQ

Workflows & Automation questions.

Does ItzSEO have workflow automation?
Yes. ItzSEO has a visual workflow builder, similar to GoHighLevel's, with triggers from across the platform (form submitted, contact created, email clicked, SMS received, order paid, meeting booked, task overdue and many more), conditional branches, waits, drip sequences, and actions such as sending an email or SMS, tagging a contact, notifying a teammate or calling an AI step. Included on every paid plan.
What can trigger a workflow?
Thirty-eight events, including lead form and website form submissions, contact created, tagged or moved to a new stage, email opened, clicked or bounced, email or SMS received, chat message received, order placed, paid, fulfilled or refunded, cart abandoned, payment recorded or overdue, meeting booked, article published, reminder due, and standup submitted. Time-based states such as a task overdue or a pipeline card going stale are scanned hourly.
What actions are available?
Send email, send SMS, send an internal chat message, send a push notification, add or remove a contact tag, set a contact field, create a contact, find a contact, create a payment schedule, log an activity, make an HTTP request to another service, start another workflow, and run an AI step with Claude Haiku or Sonnet.
Can a workflow wait for a human?
Yes. An approval step posts a card in the team chat; the workflow pauses until someone approves or rejects, and the decision is logged.
Can I test before turning it on?
Workflows are versioned and validated as a graph before they can run: dangling branches, missing triggers and bad expressions are caught at save. Every run keeps a step-by-step log with inputs, outputs and side effects.
Are there templates?
Yes. Ready-made workflows for common agency situations, plus goal events that stop a workflow early when the contact has already done the thing you wanted (booked, paid, replied).
What does it replace?
GoHighLevel workflows and the Zapier connections agencies build between their form tool, email tool, CRM and chat — because in ItzSEO those are one system with one contact record.

Try Workflows & Automation on your own workspace.

14-day trial. No credit card required.

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