What Are JustCall Workflows?

Every missed follow-up is a missed opportunity. JustCall Workflows let you automate the repetitive actions your team does after every call, text, or voicemail — so nothing falls through the cracks.

How Workflows Work

Every workflow follows a three-part model:

1. Trigger — The event that starts the workflow, such as a completed call, a received SMS, or a new voicemail.
2. Condition — Optional filters that narrow when the workflow should run, like specific business hours, agent groups, or disposition codes.
3. Action — What happens automatically: send an SMS, create a CRM record, notify a Slack channel, and more.

You can chain multiple conditions and actions within a single workflow to handle complex scenarios without writing code.

What You Can Automate

• Send a follow-up text within seconds of a missed call.
• Log call details and notes into your CRM automatically.
• Alert your team on Slack when a high-priority voicemail arrives.
• Tag and route contacts based on SMS keywords.
• Trigger email summaries after completed calls.

Plan Requirements

Workflows are available on the Pro plan and above. The number of active workflows you can run depends on your plan tier:

Getting Started

1. Navigate to Settings → Workflows in your JustCall dashboard.
2. Click Create Workflow to start from scratch, or pick a pre-built template.
3. Choose your trigger, add conditions, and define one or more actions.
4. Test the workflow, then toggle it live.

What to Read Next

• Create Your First Workflow — A step-by-step walkthrough.
• Workflow Triggers — Every trigger event available.
• Workflow Templates — Start with a pre-built template.
• Workflow Actions — All the actions you can automate.

Workflows turn your phone system into an automation engine. Set them up once, and let JustCall handle the follow-through.