Workflow Automations

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

Word bubbles between two people

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


The Snapshot Report aggregates data from over 30 customer review sites to highlight:

  • Number of reviews
  • Recency of reviews
  • Average score

Local businesses must continually collect fresh reviews and strive for a 4-5 star review rating to establish trust and credibility.

Help them make a stellar first impression.


Social Media

The Snapshot Report pits a prospect’s social presence against that of similar businesses in regards to:

  • Number of posts
  • Size of audience

Local businesses must keep their followers engaged to grow their audience and build brand loyalty.

Grow their engagement, grow their audience.



The Snapshot Report leverages Google PageSpeed Insights to assess a prospect’s website for:

  • Mobile responsiveness
  • Content
  • Load speed

Local businesses need a mobile-friendly site that delivers the information people seek in order to make buying decisions.

Turn conversions up to 10.


Digital Advertising

The Snapshot Report recommends keywords that will generate the most impressions and clicks for your prospects. The report also identifies how your prospects stack up against their competitors. Compare:

  • Keyword overlap
  • Number of paid keywords
  • Monthly paid clicks
  • Monthly ad budget

Local businesses need to own the right keywords to ensure that their target audience knows about them.

Uncover golden opportunities with search, social, and display advertising.



The Snapshot Report identifies how your prospects’ organic keyword performance stacks up against their competitors’. Compare:

  • Keyword overlap
  • Number of keywords
  • Monthly clicks
  • Monthly value of clicks

Local businesses need to own popular keywords to ensure potential customers find them before their competitors.

Help businesses climb to the top spot.



The Snapshot Report provides insight into your prospects’ ecommerce presence and how they stack up in key categories:

  • Online storefront
  • Online payments
  • Lead engagement

Ecommerce continues to grow and it’s important that local businesses have the ability to engage with online consumers.

Enable your clients with the means to start selling online today.

Automate your workflows.
Accelerate your growth.

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

3 Must-Have Automations You Need to Try


Drive Product Upgrades

When your clients activate an Express product, you can automatically send them an email campaign outlining the benefits of the Pro version. Afterwards, log your lead’s activity in Sales and Success Center and notify your team if your customers open or click the email.

Learn more →


Prospect With the Snapshot Report

Create a list for your prospects. When an account is added to the list, automatically generate a Snapshot Report and send it to them over email. Adding reminders for your sales team helps them follow up within a few days.

Learn more →


Send a Welcome Email

Create a list for your customers. When an account is added to the list, automatically send a welcome email with an overview of your services and contact information for the assigned sales rep.

Learn more →



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.

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.

What customers are saying about Vendasta

“Our customers are really, really happy with Vendasta’s products, especially our restaurants. They love not having to pay attention to their reviews: we’re catching it for them. Being a traditional Yellow Pages company, we had a bit of a learning curve. Now we have our own Concierge specialists and offer a complete do-it-with-me solution.”

Tonya Wren



“The Platform & Concept are Fantastic!”


“Strongly recommend if your company wants to compete in today’s market place.”


“Vendasta took us from 0-100 in no time!”

Start making more money with Vendasta

Ready to explore the Vendasta platform?

Talk to one of our experts or try our software for free to discover exactly how we can help your business sell more at scale.