Automations · Run on autopilot
Follow-ups and busywork that run themselves.
Remind anyone about anything, on any date, at any offset. Built-in automations handle recurring tasks and overdue invoices, and Pro adds a visual builder with branches, delays and AI steps.
Manual follow-ups are the first thing to slip
Contract renewals, overdue invoices, stalled deals and forgotten onboarding steps. When follow-ups depend on memory, revenue leaks. Cliezoo runs them on schedule.
Universal reminder engine
Any record, any date, any offset
Set reminders on any date field of any record, minutes to weeks before, after or on the day, repeating until a condition is met. Choose recipients, stop conditions and quiet hours, with workspace defaults you can override.
- In-app and email channels
- Reminder templates and a reminders panel
- A log of every reminder sent
Visual builder
When this happens, if that is true, do these things
Pro’s automation builder connects triggers and actions across Cliezoo with branches, delays and loops. Start from recipes, test safely, and inspect the run history.
- Recipes to start from
- Test mode and run history
- Retries on failure
Capabilities
What you get with automations
Free features work with no limits. Pro features are marked.
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Universal reminders
On any record and date field, with any number of steps.
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Built-in automations
Recurring tasks, overdue marking, stale-deal alerts and one-click conversions.
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Digests and quiet hours
Hourly, daily or weekly digests instead of constant pings.
- Pro
Automation builder
Visual When/If/Then with branches, delays, loops and recipes.
- Pro
Follow-up sequences
Two to five steps that stop on reply, booking, signature or payment.
- Pro
Webhooks and Zapier, Make, n8n
Signed webhooks with retries and replay, plus no-code apps.
- Pro ✦ AI
AI steps and automations from words
Add AI to any automation or describe the automation you want.
✦ AI in automations
Describe the workflow, AI builds it
In Pro, write "when a proposal is signed, create the project from the template and send the welcome email" and AI builds the automation for you to review.
- Automations from a sentence
- AI steps inside workflows
- Escalating reminder tone
With Cliezoo Pro Pro
More automation and scale
- Visual automation builder
- Follow-up sequences
- Outgoing webhooks
- Zapier, Make, Pabbly and n8n
- AI steps and automations from words
Frequently asked questions
Can’t find your answer? Read the docs or ask the Degird team.
Read the docs → Contact us →Are reminders limited in the free plugin?
No. The universal reminder engine is fully free with no limits on rules or steps.
Do I need Zapier?
No. Built-in automations and the Pro builder run inside WordPress. Zapier, Make and n8n are there if you want to reach other apps.
Run your whole client business from WordPress.
Install the free plugin in minutes. No caps, no trial, no credit card. Upgrade to Pro when you want autopilot.
