Build automations that actually run
When someone signs up, pays, books, or joins your list, Serlzo automates the next step. Send messages, update your CRM, tag contacts, and keep every journey moving.
Trigger
Form submitted
Whatsapp message
Welcome + next step
Wait
1 day
If/Else
1 day
Trusted by 0+
worldwide!
Start with the action your customer takes
Every workflow starts with a trigger, like a form submission, payment, booking, tag, or reply. Choose the moment, then decide what happens next.
- Start a follow-up when someone fills a form
- Send access, receipts, or next steps after someone buys
- Welcome new leads the moment they enter your CRM
- Move people into the right journey based on interest, stage, or action
- Send reminders, confirmations, and prep messages
Add the steps that keep the journey moving
Your workflow can be as simple as one follow up or as layered as a full launch journey.
Send messages
Reach people through email, SMS or WhatsApp
Update your CRM
Add tags, update fields, move contacts, and keep every record fresh
Add delays
Wait minutes, hours, or days before the next step happens
Create branches
Send people down different paths based on what they do
Notify your team
Let the right person know when a lead needs attention
Move between lists
Shift contacts to the right segment based on what they do
One workflow,
different paths
Your audience will not all behave the same way.
Use conditions to decide what happens next for each person.
Your workflow connects
to everything
Trigger a workflow when someone submits a response
Send receipts, access, reminders, and thank-you messages
Keep the conversation going across every channel
Welcome members, send access and guide people to the next step
Start with a proven workflow
Pick from a library of pre-built automations. Customize in minutes
Abandoned checkout reminder
Bring people back after they leave without paying.
Try it nowLead magnet follow-up
Welcome new subscribers and send the next step automatically.
Try it nowEvent reminder flow
Send confirmation, reminders, and post-event follow-up.
Try it now
See your audience
activity in real time
Run history
See every person who entered a workflow & what happened
Step status
Know what is waiting, completed, failed or skipped
Pause anytime
Stop a workflow while you edit, review, or relaunch
Rerun when needed
Send someone through a step again without rebuilding the whole setup
“Before Serlzo, I was manually sending welcome messages, payment updates, and reminders. Now my workflow handles it for me, and my audience gets a smoother experience from signup to purchase.”
Kennedy Charles - Creator & Influencer