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Put your case work on autopilot

Pre-built, native workflows that run your practice — onboarding, document chases, milestone updates and renewals — triggered automatically from the case.

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  • Built for IAA-licensed advisers
  • NZ · AU · CA · USA · EU
Automated Workflows dashboard
Capabilities

Everything Automated Workflows can do

Ready-made automations you switch on and forget.

Ready-made flows for onboarding, chases and renewals.

Fire automatically on stage changes and dates.

Chase missing documents until the file is complete.

Pre-built workflows
New enquiryTrigger
Send welcome emailAction
Book consultationAction
Triggered from cases
New enquiryTrigger
Send welcome emailAction
Book consultationAction
Document chases
Skilled Migrant · Priya S.72%
3 of 5 documents received
  • Passport & travel history
  • Qualifications assessed
  • Police certificate — chasing

Push lodgement and decision updates to clients.

Recover lapsed clients before visas expire.

Set once, and it runs itself.

Milestone updates
Ezy AIToday
92/100
Cases progressed+18
At risk of delay2
Docs pending3
Renewal touchpoints
June 2026
MTWTFSS
12345678910111213141516171819202122232425262728
Visa expiry · R. Singh
No manual effort
Ezy AIToday
92/100
Cases progressed+18
At risk of delay2
Docs pending3
Impact

Why it matters

The real business impact of Automated Workflows for immigration advisers.

01

Set once, runs forever

Routine work happens without anyone remembering.

02

Consistent service

Every client gets the same timely touchpoints.

03

Hours back

Your team stops doing repetitive admin.

Now with Sales Automation built in

Capture every lead and follow up automatically — without leaving your CRM. Two new systems ship first, each delivering value on day one.

STEP 01

AI Sales System & Messaging Unification

Knock Knock comes fully embedded inside Ezymigrate — see who's on your site, capture every enquiry, and unify every channel in one inbox.

  • Identify and capture every website visitor
  • One unified inbox across web, SMS & email
  • AI sales agent engages leads instantly
Book Demo
ezymigrate.co.nz

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STEP 02

Automation Flows

A visual workflow builder native to Ezymigrate — triggers, actions, outbound and booking. Everything you'd use a separate tool for, now inside your CRM.

  • Drag-and-drop trigger-action workflows
  • Automated outbound follow-up sequences
  • Built-in booking and calendar handoff
Book Demo
New enquiryTrigger
Auto follow-upEmail & SMS sequence
Book a callCalendar handoff
Win more leads · Knock Knock, built in

Reach every lead, on every channel they use

Visitor IdentificationSee who’s on your site — names & intent. Intent ScoringLive 0–100 score per visitor. AI Chat AgentsEngage every visitor, 24/7. Inbound AI Call AgentsAI answers your phone line, 24/7. Outbound AI Call AgentsAI dials & qualifies your leads. Live Video CallsOne-click human takeover. WhatsApp AI AgentsQualify leads on WhatsApp. Lead ManagementCapture & route every enquiry.

Ezymigrate Co-Pilot embedded in every screen, and Agentic Case Processing — part of our 2026 AI roadmap.

Automated Workflows
questions, answered

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Automation Flows is the visual builder; Automated Workflows are ready-made flows you simply switch on.

Stage changes, dates, form submissions and more.

Yes — until the file is complete.

No. Turn on a pre-built workflow and go.

Ready to see Automated Workflows in action?

Join hundreds of immigration advisers who run their practice on Ezymigrate.

Get a free demo