Alano.ai

AI-Native CRM Platform

Automate the steps nobody should be doing by hand.

Flow is Alano's automation engine. Build workflows on a visual canvas from a trigger, actions and conditions — no code — and reference data from any earlier step.

What it does

  • Three triggers: Run a flow manually, when a record is created (with optional JSON filters), or when specific fields on a record change to target values.
  • Actions that do real work: Aggregate records, check recent activity to find stale records, create or update records, select a record into a variable, lock or unlock a custom object, and send data to an outbound webhook.
  • Branching and timing: If/Else conditions, Set Variable and Wait let a flow make decisions and pause, rather than running end to end in one pass.
  • Data flows between steps: Reference any earlier node with template syntax so later steps can use values produced earlier in the flow.
  • Triggered by your own systems: An external application can start a flow by writing to a custom object through a WebToCRM endpoint.

Specifics

  • Manual, Record Created and Record Updated triggers
  • Seven actions plus conditions and utilities
  • Outbound webhooks
  • Email sending built in

Common questions

Do I need to write code to build a flow?

No. Flows are built on a visual canvas by adding a trigger and connecting action nodes. Each node is configured in a side panel.

Can a flow talk to systems outside Alano?

Yes, in both directions. A flow can send data out through an outbound webhook, and an external application can trigger a flow by writing to a custom object through a WebToCRM endpoint.

How many triggers can a flow have?

Exactly one. The canvas warns until a trigger is present, and flags if more than one is detected.

custom objects | developers | web to crm

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