Follow-up on every sale, on autopilot.

"When this happens, do this" rules that take the next step of every sale for you, without writing code. A task when the client opens the quote, an email if they have not opened it in two days, a Slack message when the deposit arrives.

Start for freeSee a real quote

From the Free plan: 1 active workflow on Free, 5 on Starter and no cap from Professional. Runs have no cap; on Free, emails to the client count toward your 5 sends a month.

WHEN THIS HAPPENS

A real event starts the flow, not a reminder in your calendar.

A workflow watches your account and runs on its own when the client opens a quote, a deposit arrives, an invoice gets paid or a dispute is opened. It can also run at a fixed time, every day, week or month, read in your business's time zone and not the server's.

  • 44 events across quotes, approvals, payments, invoices, clients, products and tasks
  • Daily, weekly or monthly schedule in your time zone
  • Time alerts: quote about to expire, invoice about to be due and invoice past due for days
Find a triggerAllScheduledQuotesApprovalsPaymentsInvoicesClientsProductsTasks and promises
On a fixed scheduleScheduledA quote is createdQuotesA quote is sentQuotesThe client opens the quoteQuotesA quote is approvedQuotesA quote is rejectedQuotesA quote is edited and resentQuotesA quote expiresQuotesA quote is about to expireQuotes

DO THIS

Eleven actions, from a task to a note in HubSpot.

Create a task for the team, email the owner or everyone, write to the client under your brand or send them a WhatsApp with your approved template. Post to Slack or Teams, add a note in HubSpot or send the data to your own URL. On documents it only does what is narrowly defined: expire an overdue quote, approve an internal request or void an invoice with no payments.

  • Email and WhatsApp to the document's client, never to a typed-in address
  • Slack, Microsoft Teams and HubSpot from the same editor
  • Event data sent to your own URL over HTTPS
Find an action or a lookupAllYour teamYour clientThe documentOther toolsLookup
Send the data to a URLPOSTs the event data to the URL you paste: Zapier, Make, n8n or your own server.Other toolsSend a Slack messagePosts to the Slack channel you connected in Settings › Integrations.Requires Slack connectedOther toolsSend a Teams messagePosts a card to the Microsoft Teams channel you connected in Settings › Integrations.Requires Teams connectedOther toolsAdd a note in HubSpotAdds a note to the quote's Deal or, if there is no Deal, to the client's Company.Requires HubSpot connectedOther tools
Edit action
Send the client a WhatsAppChange
Template variable 1{{cliente}}

Fills {{1}} of your approved template. Meta does not allow free text to start the conversation.

Variable 2{{folio}}Variable 3{{total}} {{moneda}}Event dataNumberClientTotalCurrencyYour business name

CONDITIONS, WAITS AND LOOKUPS

Wait for the client to decide. And if they don't, follow up.

Split the flow into two branches with up to five conditions on the event data, including whether a value changed: the total of a quote that was resent or a client's payment terms. Wait 1 to 30 days, or until something happens with a deadline, and look up data from your account (overdue receivables, open pipeline, the client's balance) before deciding.

  • "If it matches / if it doesn't" branches, no formulas
  • Conditional wait: until the client opens or approves, with a deadline
  • Change conditions, such as "the total changed"
Resent with a price changeActiveTestSave draftPublish
EditorRuns
When this happensA quote is edited and resentQuotesLookupLook up the client's balanceClient balance · Client overdue · Open documentsConditionTotal changed and 1 more
If the condition is metWait untilCurrent quote status is ApprovedUp to 5 days
If the condition isn't metWaitWait 3 daysActionEmail the clientStill moving ahead with {{folio}}?
Edit condition
Take the "met" branch whenall are metany is met
Condition 1RemoveTotalchanged
Condition 2RemoveClient balanceis at least100000
+ Add another condition

WHY IT MATTERS

This is what Cord Workflows actually changes.

Inbox2LGlaura@materialesdelvalle.mx
CordMon Sep 21COT-0152 went a week without a decisionGrupo Norte has not decided on COT-0152 (148,600 MXN). Open balance with you…
CordSat Sep 19Grupo Ferrex paid the deposit for COT-0157A deposit of 107,424.35 MXN arrived. Remaining balance: 161,136.53 MXN.
CordFri Sep 18Distribuidora El Zarco approved your quote COT-0148Distribuidora El Zarco approved quote COT-0148 for MXN 196,469.20.
Ing. Rodrigo NavaThu Sep 17Re: Delivery to site, ZapopanConfirmed for Tuesday at 8:00. The crane comes in through the side street.
CordMon Sep 14Your week in Cord (Sep 14, 2026)Overdue: 184,320 MXN across 6 documents, the oldest 23 days past due.
COT-0152 went a week without a decision
Cordto meMon Sep 21, 10:41 AM

Grupo Norte has not decided on COT-0152 (148,600 MXN). Open balance with you: 84,300 MXN, of which 21,450 MXN is overdue.

Sent by the Quote follow-up ladder workflow in Cord.

ReplyForward
MVMateriales del Valleto compras@gruponorte.mxWed Sep 16, 10:41 AM
Any questions about COT-0152?
CordGrupo Norte

Hi, we are following up on quote COT-0152 for 148,600 MXN. If anything needs adjusting, reply to this email and we will sort it out.

View quote COT-0152Or copy this link into your browser: cordhq.app/q/4Rt8nKw2Materiales del Valle · sent with Cord
cordhq.app/app/workflows/8d41c2e0
Kick off when the deposit arrivesActiveTestSave draftPublish
EditorRuns
Refresh
CompletedA partial payment arrivesCOT-0157 · Grupo FerrexSep 19, 10:12 AM
  1. MetPayment type is Deposit
  2. DoneCreate a task
  3. DoneEmail the team
CompletedA partial payment arrivesCOT-0149 · Constructora ApexSep 18, 4:40 PM
  1. Not metPayment type is Deposit
CompletedA partial payment arrivesCOT-0146 · Inmobiliaria Los ArcosSep 15, 12:03 PM
  1. Not metPayment type is Deposit
CompletedA partial payment arrivesCOT-0151 · Constructora GAMASep 12, 9:47 AM
Home/Tasks and reminders
E.g. Call GAMA for a follow-up…Add
Call Distribuidora El Zarco while COT-0148 is warmCOT-0148 · Sep 18, 2026overdue
Start the work for COT-0157 (Grupo Ferrex)COT-0157 · Sep 20, 2026
Confirm delivery to site with GAMACOT-0151 · Sep 24, 2026
Cordto me10:12
Grupo Ferrex paid the deposit for COT-0157

A deposit of 107,424.35 MXN arrived. Remaining balance: 161,136.53 MXN.

Sent by the Kick off when the deposit arrives workflow in Cord.

cordhq.app/app/workflows
Cord WorkflowsNew workflow

Automate what happens after every sale: when something happens in Cord, the workflow takes the next step for you.

4 of 5 active workflows on your plan
How your automations are doingLast 30 days
400Runs391Completed6Failed3Running or waiting
Why they failed
4The client has no phone with a country code on file.WhatsApp due-date reminder · 2 days ago
2Connect Slack in Settings › Integrations to use this action.Collections summary every Monday · 6 days ago
WorkflowStarts whenRuns (30 days)Status
Quote follow-up ladder3 days agoA quote is sentQuotes212
WhatsApp due-date reminder2 weeks agoAn invoice is about to be dueInvoices1464 failed
Kick off when the deposit arrives1 month agoA partial payment arrivesPayments38
Collections summary every Monday1 month agoOn a fixed scheduleScheduled42 failed
Quote follow-up ladderUnpublished changes
Test without publishing

With the event from Sep 21, 2026, 10:41 AM. Lookups really run; actions are not sent.

Wait untilNot met
Email the clientSubject: Any questions about COT-0152?Message: Hi, we are following up on quote COT-0152 for 148,600 MXN. If anything needs adjusting, reply to this email and we will sort it out.Would do
Wait untilNot met
Look up the client's balanceClient balance: 84,300Client overdue: 21,450Open documents: 3Would do
Email the teamSubject: COT-0152 went a week without a decisionMessage: Grupo Norte has not decided on COT-0152 (148,600 MXN). Open balance with you: 84,300 MXN, of which 21,450 MXN is overdue.Would do

FREQUENTLY ASKED QUESTIONS

Most common questions about Cord Workflows.

No. The editor reads top to bottom in two blocks, "When this happens" and "Do this", and every step is picked from a list. Cord also includes 9 ready ideas (such as the quote follow-up ladder or the Monday collections summary) that you can publish as they are or adapt.

With time alerts. Once a day, Cord checks your open quotes and invoices and, if a workflow is listening, emits "An invoice is about to be due" with the days left. You pick the exact day with a condition, such as "Days until due equals 3"; after the due date it works the same way with "An invoice has been past due for days". Invoices already get automatic reminders: a workflow is for a different message, another channel or an alert to your team.

No. A workflow doesn't charge, doesn't issue invoices or CFDI, doesn't record payments and doesn't approve or reject a quote on your client's behalf: those decisions stay with a person or the client. What it does on your documents is narrow and explicit: write to the document's client, expire a quote past its validity, void an invoice that has no payments yet and approve an internal approval request, which requires the approvals included in the Scale plan.

The Free plan allows 1 active workflow, Starter 5 and from Professional there is no cap. Only active ones count: drafts and paused workflows take no slot. Runs have no cap; the only thing counted on Free is emails to the client, which count toward your 5 sends a month.

They finish with the version they started with. What you edit is a draft, and it only changes what runs when you press Publish; each new run takes a copy of the version published at that moment.

No. A workflow is never triggered by the events it causes itself, and a chain of workflows triggering each other is cut off after three levels. Each event also says who caused it (the client, a team member, the API, an AI agent or another workflow), so you can ignore whatever did not come from your client.

Tasks, emails and sending to your own URL work without connecting anything. Slack, Microsoft Teams, HubSpot and WhatsApp are connected once in Settings › Integrations; WhatsApp also needs a template approved by Meta and the client's phone number with its country code. To take Cord events to any other app, there are Zapier, Make and n8n.

Explore the rest of the product.

Live trackingNo more asking "did you review it yet?".
AI CollectionsEvery day, the agent reviews your overdue accounts and writes to each one with its real balance, its days overdue and the link to pay.
Cord InvoicingCord issues your invoices under your own numbering and brand, sends them to your client with the PDF and a link where they pay in full or in part, and tracks the balance until it reaches zero.
DocumentationStep-by-step guides for Cord Workflows.

Let the next step take itself.

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