Skip to content
Adoptiv

Follow-up that happens whether or not anyone remembers.

Multi-step sequences that branch on what actually happened, wrap-up codes that update the record by themselves, and a way for another system to start the whole thing.

Live - click a node
Adoptiv
Q3 renewals - nurturePublished · v4
EntrySYSTEMSend emailEMAILWait 2 daysTIMINGIf openedBRANCHCall taskMULTICHANNELA/B splitBRANCHAdd tagACTIONGoal metBRANCHExitEND
Click a node · toggle a branch to follow one arm
Branch
If opened

Branches on real behaviour - opened, clicked, replied, or how the last call was dispositioned.

Node kinds available
Send emailWaitIf openedIf clickedIf repliedDispositionA/B splitGoalAdd tagCall taskSend SMSEntryExit
This version
Enrolled
412
Active now
188
Completed
196
Suppressed
28

Publishing freezes the templates into a version, so leads already part-way through keep the copy they started with.

0
node kinds in the sequence builder
0
CRM behaviours a disposition can fire
0
duplicate sends a ledger will let through

Product figures from the platform’s own defaults - not customer averages

Sequences

Enrol a lead once; the sequence carries them. Sends, waits, branches and exits on one canvas. Publishing freezes the templates into a version, so leads already part-way through keep the copy they started with.

Q3 renewals - nurturePublished · v4
EntrySYSTEMSend emailEMAILWait 2 daysTIMINGIf openedBRANCHCall taskMULTICHANNELA/B splitBRANCHAdd tagACTIONGoal metBRANCHExitEND
Click a node · toggle a branch to follow one arm
Branch
If opened

Branches on real behaviour - opened, clicked, replied, or how the last call was dispositioned.

Node kinds available
Send emailWaitIf openedIf clickedIf repliedDispositionA/B splitGoalAdd tagCall taskSend SMSEntryExit
This version
Enrolled
412
Active now
188
Completed
196
Suppressed
28

Publishing freezes the templates into a version, so leads already part-way through keep the copy they started with.

Click a node - the inspector explains what that step does

Branch logic

The next step answers what actually happened. A sequence that sends the same thing to everyone is a mail merge. These branch on behaviour - and on how the last call was dispositioned, which is the part email tools cannot see.

  • Opened, clicked, repliedThree separate questions, not one blunt engagement score.
  • Call dispositionThe wrap-up code from the phone decides the next email.
  • A/B splitFifty-fifty in the builder, and a lead always takes the side its own id hashes to.
  • Goal metName the outcome and the messaging stops the moment it happens.
Contact
Dana Whitlow
VP Operations
Meridian Freight
Proposal Sent
Owner
M. Ortiz
Renewal
30 Sep
Value
$48,000
Last touch
today
Written by
  • Dialer1
  • AI3
  • Workflow1
  • A person0
5
entries written without anyone typing
Activity5 of 8 · today
  1. Outbound call connectedDialer
    4 min 12 s · recorded
  2. Transcript attachedAI
    812 words, on the record
  3. Lead Stage → Proposal SentAI
    was Interested
  4. Renewal date → 30 SepAI
    heard at 01:14
  5. Comparison sheet sentWorkflow
    opened twice
  6. Meeting booked - Thu 10:00not yet
    calendar synced
  7. Task for M. Ortiznot yet
    Confirm procurement contact
  8. “Wants the CFO on the next one.”not yet
    M. Ortiz

One of these was typed. The rest were written by the call, the model and the workflow that fired off them.

Automation is not a rule that fires once. It is a cursor per person, holding its place across days, timezones and everything else you are doing.

Dispositions

Wrap-up codes that do something. Twenty-six behaviours attach to the code a rep picks at the end of a call, and twenty of the codes that ship already point at one. Do-not-call is the behaviour with a handler written behind it today; the rest are attached and waiting.

Big deal moved - notify and log

Deal stage change · 2 conditions · 3 actions

Active
When - trigger

A deal moves between stages

And only if - conditions
stage$in["Proposal Sent","Qualified"]
value$gte25000
$eq · $ne · $gt · $gte · $lt · $lte · $in · $nin
Then - actions3
1Create taskWith a due date and an owner
2Send emailFrom a template, to the record owner or contact
3Notify another systemSends the details straight to a system you name
Executions
2,190runs · 30 days
3 succeeded, 1 retriedlast 4 shown
exec_9f21stage change
3 actions2 min ago
exec_9f18stage change
3 actions14 min ago
exec_9f11field update
webhook timeout · retried1 hr ago
exec_9e07new record
3 actions2 hr ago
Every run stored · status · duration

Triggers, conditions and actions - build one and run it

Webhooks

Let another system start the run. A private address per integration, signed so only they can use it, with limits on how often and how much they can send - plus a log of everything it accepted or refused, so a quiet integration is never a mystery.

  • SignedProof the message came from them and nobody else.
  • Never doubledThe same message sent twice is recognised, not run twice.
  • CappedLimits on how often and how much, applied before anything is read.
  • Fully loggedEvery request stored with its outcome and captured variables.

Share “Floor wallboard”

Active
https://app.adoptiv.com/public/dashboard/ten_8f2c41/a3f5c1d90b7e42a8…
Expires
Token
32 random bytes
At rest
SHA-256 only - never the token
Scope
One dashboard, read-only
States
active · expired · revoked

Everything in this category

17 capabilities
Sequence Builder

Thirteen node kinds on a canvas: send, wait, branch on behaviour, split, call task, tag, goal. Publish a version and in-flight leads keep their own place.

Inbound Webhooks

A unique URL per integration with HMAC signing, rate limits, payload caps and idempotency - plus a log of every delivery it ever accepted or refused.

Email Sequences

Enrol a lead once and the sequence carries them: sends, waits, branches and exits, with a ledger that makes a duplicate send structurally impossible.

Branch Logic

Branch on whether they opened, clicked or replied, and on how the last call was dispositioned - so the next step answers what actually happened.

A/B Split Testing

Weighted splits assigned by a deterministic hash of the enrolment, so a lead always takes the same arm no matter how often that step is run again.

Wait & Timing

Hold a lead for minutes or days between steps, clamped to the sending window you set, so that an overnight wait never lands at four in the morning.

Sending Windows

Set the hours a sequence may send inside, as a fixed offset you enter yourself, and every wait is pushed forward into them before it is stored.

Suppression Lists

One do-not-contact roll per workspace, checked when a lead is enrolled and again inside the send, straight after that send has taken its own claim.

Auto-Enrollment

New leads enrol themselves the moment they are created, and the four guards that can refuse an add are read on every single route into a cadence.

Call Tasks in Sequences

Drop a call step into a sequence and it raises an assigned task on the lead's owner, with the outcome the rep logs coming back as a branchable answer.

Goal Tracking

Name a linked deal as the outcome that means the sequence worked. Reaching it stamps goal met on the run and takes the branch you wired behind it.

Disposition Behaviours

Twenty-six behaviours attach to wrap-up codes, and twenty codes ship already pointing at one, so ending a call the right way books the follow-up.

Workflow Triggers

Six event types a CRM rule fires from: stage change, field update, new record, reassignment, schedule and inactivity, agreed in four places at once.

Workflow Actions

Send the email, assign the owner, raise the task, set the field, move the stage or call a webhook. Six modules, run in the order you stored them.

Conditional Logic

Eight comparison operators guarding each action, combined with AND and only AND, so a rule meaning either of two things is built twice, as two rules.

SMS in Sequences

A text is a step on the same canvas as the email and the call task, written into the real thread and carried out by the number it is going out from.

REST API

A versioned path, a key minted once and kept as a hash, and the same role and profile model the interface runs on deciding what that key may touch.

Automation & Flows

Bring the follow-up you keep forgetting.

Describe the sequence you run today, or the one you meant to. We will build it on the canvas in the call and enrol a real lead into it.

14-day trial · no card · migration included