Put your busywork on autopilot.
Trigger. Condition. Action. Done.
Build powerful automations with a visual, no-code builder — just like Pipedrive and Zoho, only faster to set up. Cocopipe reacts to every change in your pipeline and runs the work for you, 24/7.
- ✓Notify the account team
- ✓Create an onboarding task
- ✓Send a welcome email
Three building blocks. Endless workflows.
Every automation follows the same simple logic you already think in — no scripting, no integrations to wire up.
Pick a trigger
Choose the event that starts things off — a deal created, a stage change, a form submitted, a date reached.
Add conditions
Branch on any field with and/or logic. Route by value, owner, source or stage so the right rule fires every time.
Run actions
Send emails, create tasks, update fields, assign owners, call webhooks or wait — chained in the order you want.
Design automations on a living canvas
Drag, connect and branch. Watch your logic come to life on a flow canvas that reads left to right — no black boxes, no guesswork.
Every step is logged — see exactly what ran, when, and why.
A rich library, ready out of the box
Mix and match dozens of triggers and actions across your CRM, forms and calendar — then extend anything with webhooks.
Popular triggers
Popular actions
Automation that scales with you
From a one-line rule to multi-branch orchestration, the builder grows without ever getting in your way.
Conditional branching
Nest and/or conditions to send each record down exactly the right path — no duplicate rules.
Delays & scheduling
Wait hours or days between steps, or fire at a specific time so follow-ups land when they matter.
Multi-step sequences
Chain unlimited actions in a single workflow — email, task, update and notify, all in order.
Safe by design
Test runs, guardrails and per-run limits stop runaway loops before they ever reach a customer.
Full audit trail
Every execution is logged with inputs and outcomes, so you can trust — and prove — what happened.
Smart team routing
Round-robin leads, balance workloads and assign by territory or expertise, automatically.
Start from a proven playbook
Launch in minutes with ready-made workflows, then tweak them to fit your process.
Welcome & warm-up
New lead comes in → tag the source, send a welcome email, and create a first-touch task for the owner.
Use template →Rotting deal alerts
Deal idle for 7 days → notify the rep, flag the record, and schedule a check-in call automatically.
Use template →Won-deal onboarding
Deal marked Won → hand off to success, spin up an onboarding checklist, and email the customer.
Use template →Round-robin assignment
Inbound form submitted → assign to the next available rep by territory and notify them instantly.
Use template →Questions, answered
Everything you need to know before you automate.
Automate your first workflow today
Start free — no credit card required. Build a working automation in under five minutes.