CLIO IQCognixAI Hub Workflow
A no-code automation builder from CognixAI Hub, ClioIQ's parent platform. Trigger a workflow off what happens in your calls and pipeline — a deal risk score, a call ending, a new lead — and connect it to the rest of your stack.
Beyond a one-way CRM sync
CRM sync keeps Salesforce, HubSpot, or Zoho updated automatically. Workflow goes further: multi-step logic, conditions, and calls to your own APIs — for the cases a straight field sync can't handle.
Trigger from ClioIQ, act anywhere
Build a workflow visually — trigger, steps, action — and point it at what your team already uses: a Slack alert when a deal's risk score crosses a threshold, a row in a spreadsheet when a call ends, an email to a manager when a new lead is qualified.
Your data, your logic
Workflows can query your data, transform it, call external APIs, or run a prompt against a transcript — then hand the result to the next step. It's the same workflow engine CognixAI Hub uses for its own automation product, wired into your ClioIQ account.
Priced as an add-on
Workflow isn't bundled into a plan — it's an add-on on top of Starter, Team, or Enterprise. See the pricing page for how it's billed.
Want to see a workflow built live?
We'll walk through a real trigger-to-action automation on your data.