Workflows that run your practice for you

A visual, drag-and-drop automation builder native to Ezymigrate — chain triggers and actions to handle follow-ups, reminders and handoffs automatically. Start fast with ready-made snapshots.

  • Drag-and-drop builder
  • Importable snapshots included
Automation Flows dashboard
Capabilities

Everything Automation Flows can do

Build the workflows a busy practice needs — no code, no separate tool — right inside Ezymigrate.

Build workflows visually with no code — connect a trigger to any sequence of actions in minutes.

Start a flow from a new enquiry, a stage change, a form submission, a date or a payment.

Send email or SMS, create tasks, update fields, wait, and branch on conditions — all in one flow.

Drag-and-drop builder
Ezy AIToday
92/100
Cases progressed+18
At risk of delay2
Docs pending3
Triggers for everything
New enquiryTrigger
Send welcome emailAction
Book consultationAction
Actions & conditions
Ezy AIToday
92/100
Cases progressed+18
At risk of delay2
Docs pending3

Import ready-made workflow snapshots and roll proven automations out across your practice in one click.

Automate entire follow-up journeys — nurture, reminders and booking handoffs — that run themselves.

Hand qualified leads to a calendar booking automatically at the end of a flow.

Importable snapshots
Ezy
Xero
Synced2 minutes ago
Multi-step sequences
New enquiryTrigger
Send welcome emailAction
Book consultationAction
Booking & calendar handoff
New lead
Sarah
James
Mei
Impact

Why it matters

The real business impact of Automation Flows for immigration advisers.

01

Set it once, runs forever

Routine follow-up and admin happen automatically, around the clock, without anyone remembering.

02

Launch in minutes with snapshots

Proven workflows import in one click, so you never have to build from scratch.

03

Consistency at scale

Every lead and client gets the same timely, professional follow-up, every time.

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

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

Automation Flows
questions, answered

Get a free demo

No. Automation Flows is a visual drag-and-drop builder — connect triggers to actions with no code at all.

A new enquiry, a pipeline stage change, a form submission, a date or key date, a payment, and more.

Send email or SMS, create tasks, update fields, wait, branch on conditions, and hand off to a calendar booking.

Pre-built, importable workflow templates — like GoHighLevel snapshots — so you can roll proven automations out across your practice in one click.

Yes. Build entire follow-up journeys — nurture, reminders and booking handoffs — that run themselves.

Once a flow is set up it runs automatically and consistently, so nothing depends on someone remembering to act.

Ready to see Automation Flows in action?

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

Get a free demo