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.

Branches on real behaviour - opened, clicked, replied, or how the last call was dispositioned.
- 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.
Product figures from the platform’s own defaults - not customer averages
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.
Branches on real behaviour - opened, clicked, replied, or how the last call was dispositioned.
- 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
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.
- Owner
- M. Ortiz
- Renewal
- 30 Sep
- Value
- $48,000
- Last touch
- today
- Dialer1
- AI3
- Workflow1
- A person0
- Outbound call connectedDialer4 min 12 s · recorded
- Transcript attachedAI812 words, on the record
- Lead Stage → Proposal SentAIwas Interested
- Renewal date → 30 SepAIheard at 01:14
- Comparison sheet sentWorkflowopened twice
- Meeting booked - Thu 10:00not yetcalendar synced
- Task for M. Ortiznot yetConfirm procurement contact
- “Wants the CFO on the next one.”not yetM. 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.
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
A deal moves between stages
Triggers, conditions and actions - build one and run it
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”
Activehttps://app.adoptiv.com/public/dashboard/ten_8f2c41/a3f5c1d90b7e42a8…
- 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 capabilitiesThirteen 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.
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.
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 on whether they opened, clicked or replied, and on how the last call was dispositioned - so the next step answers what actually happened.
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.
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.
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.
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.
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.
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.
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.
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.
Six event types a CRM rule fires from: stage change, field update, new record, reassignment, schedule and inactivity, agreed in four places at once.
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.
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.
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.
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.
The rest of the platform.
Five more categories, all on the same record and the same bill. Each card names three of its capabilities, so you can tell from here whether it is worth opening.
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