Trigger on quotes accepted, invoices paid or overdue, projects completed, leads received, or any of 15 events. Send emails, create tasks, post messages, change project status, hit a webhook. Studio+ adds delays and per-step conditions for full sequences.
Start freeTrigger
Invoice overdue by 1 day
Email client
Friendly nudge with payment link
Wait 7 days
Email client
Firm reminder
Only if invoice still unpaid
Create task for owner
"Call client about INV-046"
Only if invoice still unpaid
15 triggers
Quote sent / accepted / declined, invoice sent / paid / overdue, project created / completed / status changed, task completed, lead received, contract signed, file uploaded, feedback submitted, client message received.
7 actions
Send email, create task, post project message, send client message, change project status, send custom Resend template, fire a webhook.
Delays & conditions
Wait minutes, hours, or days between steps. Each step can have an "only if" condition that re-checks live state — so if the invoice was paid, the follow-up never fires. Studio+.
Three ready-made recipes
Overdue invoice follow-up, post-accept onboarding, lapsed-client win-back — install in one click and edit to taste.
Webhooks for the rest
Hit any URL with the event payload. Wire CoPortal into Slack, Discord, your CRM, or a custom Zap.
Run history & re-runs
See every execution, payload, and outcome. Re-run a failed step without restarting the whole chain.
Plan limits
Free
0 active
Solo
3 active
Studio
10 active
Agency
25 active
Enterprise
Unlimited
Multi-step sequences with delays and conditions are Studio+. Single-action automations work from Solo.
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