Visual Automation Builder
The Visual Automation Builder gives you a drag-and-drop, interactive canvas to map out your business logic—making it easy to design complex workflows without writing code.
How it Works
Similar to enterprise tools like Zapier, Fortifiers uses a node-based system for building logic. Every automation consists of three primary components:
1. The Trigger Node
The starting point. This could be an event (like a Quote being accepted), a scheduled time (every Friday at 5 PM), or a manual trigger. Clicking this node on the canvas opens the trigger settings panel on the right.
2. The Condition Node (Optional)
A logical filter. You can instruct the automation to only continue if certain conditions are met (e.g. only if the Job Total is > $5000, or if the Priority is High).
3. The Action Node
The final outcome. What should the system do? Create a task, send an email, log an audit note, or notify a webhook. You can use dynamic variables (like `{{entity.name}}`) to personalize the action.