Automate repeatable sales work without losing visibility.
Workflow Cloud turns follow-up plays, approval steps, task creation, rescue opportunities, and automation history into a visible operating layer.
Start from a stage change, cold deal, task status, or rescue opportunity.
Add waits, approvals, conditions, task creation, and notifications.
Preview affected leads, expected tasks, and value touched before publishing.
What improves when this cloud is live?
Follow-up becomes consistent
Stage changes, stale leads, and rescue opportunities can trigger the right task or sequence automatically.
Managers keep approval control
Sensitive actions can pause for review so automation supports leadership instead of bypassing it.
Every run is visible
Teams can see what fired, what waited, what completed, and where work needs human attention.
What the product area covers in detail
Visual workflow builder
Create playbooks from triggers, waits, conditions, approvals, and actions without hiding the logic from the team.
- Stage-change triggers
- Wait and condition steps
- Action blocks for tasks and notifications
Revenue rescue automation
Spot cold deals, stalled proposals, and high-value opportunities that need an owner, task, or manager review.
- At-risk opportunity detection
- Draft or publish rescue plays
- Recoverable value visibility
Approval inbox
Keep control over sensitive moments such as high-value follow-ups, customer messaging, or manager-required actions.
- Pending approval queue
- Manager decision trail
- SLA visibility
Simulation and run history
Preview the expected impact before launch, then inspect completed and blocked runs after workflows go live.
- Dry-run estimates
- Run timeline
- Completed and blocked steps
How this works inside SOOMA
Choose the trigger
Start from a stage change, cold deal, task status, or rescue opportunity.
Design the playbook
Add waits, approvals, conditions, task creation, and notifications.
Simulate impact
Preview affected leads, expected tasks, and value touched before publishing.
Track every run
Review completed, pending, blocked, and approval-required workflow runs.
Common questions about Workflow Cloud
Is Workflow Cloud only for email sequences?
No. It covers sequences plus operational workflows such as task creation, manager approvals, rescue plays, and notifications.
Can managers approve actions before they run?
Yes. Workflows can include approval steps so managers keep control over sensitive or high-value actions.
Can teams test a workflow before launch?
Yes. Simulation helps preview affected leads, expected tasks, and revenue touched before publishing.