Workflows that run themselves
When an invoice is sent, a deal moves stages, or a form is submitted — trigger a sequence of actions automatically. Send emails, create tasks, update fields, fire webhooks. Set it up once and stop doing it manually.
Event triggers
Invoice, deal, task & more
Visual builder
Drag steps, no code needed
Templates
Onboarding, payment & more
Conditions & delays
Branch logic and wait steps
Pick a trigger. Chain the actions.
Choose a trigger — any event across invoices, proposals, contracts, forms, projects, tasks, deals, or clients. Then chain action steps visually: emails, task creation, field updates, webhooks, or delays. Start from a ready-made template or build your own. Every run is tracked with execution history and run counts.
- Build visually — no code required
- Activate, deactivate, or test manually
Don't start from scratch
Browse pre-built templates for common freelance workflows — onboarding, payment reminders, follow-ups, and lead qualification. Each includes pre-configured triggers, actions, and delays. Customise any step or use a template as a starting point for something more complex.
- Pick a template and activate in seconds
- Swap actions, adjust timing, or add conditions
Events trigger actions. That's it.
Every automation starts with a trigger — invoice sent, deal won, form submitted, contract signed, task completed, or client created. When it fires, the workflow runs a chain of actions: send an email, create a task, update a field, notify your team, toggle portal access, or call an external webhook. Add delays between steps and combine multiple triggers and actions in a single workflow.
- Triggers from every entity in your workspace
- Webhooks for connecting external tools
Every run logged, every failure flagged
Each automation tracks its execution history — run count, last run time, and pass/fail status. Activate or deactivate with one toggle, trigger manually to test, or duplicate an existing workflow to iterate fast. Failed runs are flagged so you can investigate and fix issues quickly.
- Full execution history with timestamps
- Test manually before going live
- Duplicate and iterate without starting over
How it works
Three steps. That's it.
No setup wizards, no onboarding calls. Just start using it.
Choose a trigger
Invoice sent, deal won, form submitted, task completed — pick the event that starts the workflow.
Chain your actions
Add steps: send an email, create a task, update a field, notify your team, or fire a webhook. Add delays between them.
Turn it on
Activate the workflow. It runs every time the trigger fires. Check the execution log whenever you want.
Why it matters
Hours back every week
Welcome emails, reminders, task creation, status updates — they happen on their own. You do the work that actually needs you.
Nothing slips through
Triggers fire the moment an event happens. Follow-ups, task assignments, and notifications happen whether you remember or not.
Visual, not code
Pick triggers, add actions, reorder steps. Templates get you running in minutes. No developer needed.
Works with everything else
Every feature in Illusly is connected. Here's what pairs naturally.
Forms
Trigger automations when forms are submitted.
ExploreInvoicing
Automate payment reminders and follow-ups.
ExploreDeals
Run workflows when deals change stages.
ExploreFAQ
Common questions
Do I need to write code?
No. The visual builder lets you pick triggers and actions from menus. Drag steps to reorder. No coding at all.
What events can trigger a workflow?
Events across invoices, proposals, contracts, forms, deals, tasks, and clients. Examples: invoice paid, proposal accepted, deal stage changed, form submitted.
What actions can a workflow perform?
Send email, create tasks, update fields, notify team members, toggle portal access, and fire webhooks.
Can I add delays between steps?
Yes. Insert a configurable delay between any two steps — wait hours or days before the next action runs.
Are there ready-made templates?
Yes. Templates for client onboarding, payment reminders, proposal follow-ups, and deal workflows. Use as-is or customize.
See if it fits.
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