Follow-up on every sale, on autopilot.

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 "Don’t let a quote go cold" or "Your Monday: collected, overdue and who to call") 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.

Charge, no: a workflow doesn't charge, 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. Invoice, yes: it can invoice an approved or paid quote the same as clicking “Invoice”, with your country's tax rules and a single invoice per quote. Everything else it does on your documents is narrow and explicit: write to the document's client or remind them to pay, 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.