Automation — when-then workflows over the work you already run.
Start a workflow from more than 50 business events across CRM, Sales, HR, Recruitment, Projects, Support, Expenses and Contracts, with approvals and AI steps.
Free for 5 seats · no credit card · every module included
How Odexy Automation differs from a standalone tool
Zapier, Make and n8n connect separate apps to each other. Odexy Automation works inside the modules you already run, so a trigger is a real business event and a step is a real operation with real permissions, rather than a request thrown over a wall. Every run leaves the same activity trail your team does.
What ships today
Canvas builder
A drag-and-drop editor with conditions, branches, switches, delays, variables and transforms; CRM record steps; email and notifications; AI text; HTTP requests to your own services; running any operation; sub-workflows; and approvals.
Business-event triggers
More than 50 events, such as a deal won, an invoice paid, leave approved, a candidate hired, a ticket resolved or a contract signed.
Human-in-the-loop
An approval step pauses the workflow and asks an approver in the app or by email, then carries on once they decide. Pending approvals wait in one inbox.
Scheduled runs
Run a workflow nightly, weekly or on any schedule you set.
Environments
Test in dev or staging before prod, each with its own secrets vault, encrypted at rest (AES-256-GCM).
Version history and rollback
Every publish is a version; roll back to any earlier one.
Run inspector
A timeline for every run showing what each step produced, how long it took and any error, with one-click retry.
Templates
Starter workflows by module and use case.
Safe HTTP requests
Requests to private addresses, cloud metadata endpoints and non-web schemes are refused.
How it integrates
- Across modulesWhen a deal is won, a workflow can email the customer, notify the account manager and log the activity on the deal.
- AI stepAdd a step that drafts or classifies text with your organization's AI provider and pass the result to the next step.
- Your own servicesCall any endpoint with the method, headers and body you choose, and retry on failure.
- Email and notificationsDelivery, suppression and rate limits are the same as everywhere else.
Running it safely
Least privilege
Automatic runs get only the access their steps need: creating and updating CRM records, sending email, notifying people and calling your endpoints. A workflow you run yourself uses your own permissions.
Approvals are always a person's decision
The AI never approves on anyone's behalf.
No loops
A workflow that calls itself through sub-workflows, however deeply nested, is refused when you publish it.
Built for scale
Per-run records
Every run keeps its input, each step's output and timing, and any error.
Realtime
Run status updates live in the inspector, and the approvals inbox fills as requests arrive.
Failure notifications
A workflow's author is notified in the app, with a link to the failed run.
Rotating secrets
Secrets are kept per environment and can be rotated.