Trillet Workflows
Orchestrate calls, texts and email in one workflow
A visual canvas where a single trigger sets off AI calls, SMS and email — with routing, delays and your systems in the loop, from draft to production.
1
canvas for AI calls, SMS and email steps
AI
Build with AI — drafting built into the editor
Draft
to production in one click, with watch runs in between
24/7
runs start the moment a trigger fires
Why teams choose Trillet Workflows
One run, every channel
Calls, texts and emails aren’t separate automations — they’re steps in the same workflow, sharing the same trigger data and variables from start to finish.
Branching that mirrors your operations
Filters and switches route every run — business hours, lead budget, or any rule you define.
Build with AI
Start from a description with Build with AI, then refine every step on the canvas — or drag the steps in yourself.
Timing built in
Delays, warm-up waits and business-hours windows — every touch lands at the moment it should.
Draft to production, safely
Test in draft, watch live runs as they happen, and push to production when it’s right — with every run kept in history.
Inside the platform
From webhook to won lead, in one build
This canvas is a complete speed-to-lead play: a webhook fires, the lead gets an instant text, business hours decide the path, an enterprise lead gets an AI call while an SMB lead enters a warm-up drip. Everything an agency sells — response, routing, follow-through — assembled visually and pushed to production.
From trigger to outcome, every run
01
A trigger starts the run
A webhook fires — a form fill, a new lead, any event your systems can send — and the run starts with that event’s real data.
Webhook — start
Listens on a dedicated URL
Run started with live event data
02
Rules shape the path
Variables are set, then filters and switches route the run — business hours, lead budget, any rule you define.
Filter — business hours?
Yes — continue
No — after-hours email
Switch — lead budget
03
AI acts across channels
Instant texts, AI calls, emails and timed delays run as sequenced steps — each carrying the full context of the run.
During the run
Sequenced steps, one shared context
04
Shipped and audited
Draft the change, watch a live run, then push to production. Every run is logged step-by-step in history.
Draft → production
Every run logged in history
Key capabilities
Respond
Answer the moment a lead appears.
Instant acknowledgment texts on new inquiries
Speed-to-lead AI calls, minutes after a form fill
After-hours branches that keep the lead warm
Business-hours aware responses
Route
Every conversation to the right path.
Filters that gate a run on any rule
Switch branches — Enterprise, SMB, or your own segments
Business-hours and after-hours routing
Escalation to your team with full context
Follow through
Sequences that never drop a lead.
Nurture drips across email and SMS
Appointment reminders that cut no-shows
Database reactivation for dormant lists
Payment and collections follow-ups
Timed delays and warm-up waits
Triggers & systems
Triggered by your stack, acting on your stack
Every workflow starts from a webhook — any system that can send an event can start a run, with the event’s data available to every step as variables.
Outcomes are written back into your live tools through the same integrations as every Trillet channel. No parallel systems. No double entry.
During a run
Lead enriched — variables set from the event
Acknowledgment SMS sent in seconds
AI call placed on the enterprise branch
Outcome written back to your CRM
CRM & scheduling integrations
Actions written into
HIPAA, GDPR and ACMA compliant, with TCPA and DNC support on outbound calling steps.
Full audit logs and role-based access.
Complete run history — every step of every run, logged.
Draft and production kept separate — changes ship only when you push them.
Frequently asked questions
A trigger — every workflow begins with a webhook that any of your systems can call: a website form fill, a new lead in your CRM, or any other event. The run starts with that event’s real data, available to every step as variables, and filters decide whether and where the run continues.
AI calls, SMS and email run as sequenced steps on the same canvas, alongside timed delays, filters and switch branches. Because they belong to one run, every step shares the same trigger data and context — the AI call on the enterprise branch knows exactly what the acknowledgment text said.
Runs are triggered by webhooks from your systems, and outcomes are written back through the same integrations as every Trillet channel — GoHighLevel, Zoho CRM, Salesforce, Google Calendar, Cal.com and Stripe among them. Additional systems are connected through your system’s API during onboarding.
Workflows are built and edited in draft, so nothing changes in production while you work. You can watch runs live as they execute, review the complete step-by-step run history, and push to production only when the build is right.
Ready to orchestrate every conversation from one canvas?
Speak to sales to see how Trillet Workflows connects your triggers, channels and systems into production automations.
A working session with the team that builds the platform — not a scripted demo.