Skip to content

Exclusive 50% off for 36 months for the first 100 Professional accounts, until 31 December 2026. See the programme →

Automation Hub

Your processes run themselves, across the whole suite

A form submitted, an appointment booked, a record changed: every event can trigger a workflow that sends, creates, updates and waits for the right moment. Without Zapier, without code, in the same suite.

No credit card required

Features

One event, one workflow, and the rest follows

Trigger from any hub

Everything lives in the same suite, so your workflows react to everything: form submitted, appointment booked, deal changing stage, missed call, business object created. No connector, no synchronization that breaks.

  • Forms, appointments, calls, campaigns, tickets
  • CRM events: creation, modification, stage change
  • Your custom objects as triggers
  • Triggering on a date or a deadline
  • No third-party tool required
Discover

Chain actions, set the tempo

Send an email or an SMS, create a task, update a record, add to a segment. Delays wait for the right moment — two days after sign-up, one hour before the appointment.

  • Personalized emails and SMS with variables
  • Tasks assigned, records updated, segments
  • Scheduled delays and waits
  • Variables from your objects: {{contrat.echeance}}
Discover

Conditions and branches, not overengineering

If the contact has replied, it stops; if not, it follows up by SMS. Conditions read the data on the record, branches follow, and every workflow stays readable at a glance.

  • Conditions on all contact properties
  • If / else branches
  • Automatic stop when the goal is reached
  • Readable workflow, testable before activation
Discover

AI and your other tools, in the flow

An AI node summarizes, classifies and writes in the middle of the workflow; an HTTP node calls an external service; the API and webhooks connect to the rest of your system.

  • AI nodes: summarize, classify, write, extract
  • HTTP call to any service
  • Full API, outgoing webhooks
  • Idempotency key: never billed twice
Discover

Every run, traced

The log shows every workflow started, every step passed, every send made — and what failed, and why. You pause, you resume, you replay.

  • Step-by-step execution log
  • Errors explained, resumption possible
  • Pausing and resuming a workflow
  • Statistics: triggers, sends, conversions
Discover

Three workflows to start with

Copy them, then build your own

See all features

AI-powered

The rules are yours. The rest is the agent's job.

A workflow carries out what you have written. The CRM agent takes care of what you have not written yet: it observes, suggests, and you turn its suggestions into rules when they repeat.

It carries out

Inside a workflow, an AI node summarizes the call, classifies the document, writes the reply — and the rest of the flow builds on its result.

It suggests

Outside workflows, the agent reads every event and suggests the next action. When the same suggestion comes back three times, you make it a rule.

It stays under control

Every AI node has an idempotency key, every action by the agent is logged, and nothing goes out without your authorizations.

AI nodes are paid for in credits, once per run. The workflows themselves are included in every plan.

Discover the agentic CRM

The offer

Included in every plan

  • Unlimited workflows

    The engine is part of the suite, from the Discovery plan on.

  • Sends deducted as everywhere else

    Emails against the plan's quota, SMS in credits.

  • AI nodes on a usage basis

    In credits, once per run.

See pricing

Use cases

What it looks like for someone like you

Detailed scenarios with figures, where this hub plays a central role: the starting situation, what gets put in place, what it shifts.

See all use cases

FAQ

Frequently asked questions

Do I need Zapier or Make with Metaventus?

To connect Metaventus hubs together: no, automation is native and included. To talk to external tools, outbound webhooks are coming — and the full API is already available.

Integrations and the API

Is automation included in all plans?

Yes, the scenario engine is part of the suite. Actions that consume sends (email, SMS) are deducted from your capacities and credits like any other send.

See the plans

Can I automate on my custom objects?

Yes: your business objects (case files, properties, contracts…) trigger scenarios like any other CRM event, and their properties can be used as variables in messages.

Custom objects

What can a scenario actually do?

Trigger on an event or a date, apply conditions and delays, send an email or SMS, create a custom record, call an external service over HTTP, and run AI nodes — text, image, video. Scenarios run across all eight hubs.

Workflows in detail

Do sends inside a scenario consume credits?

Emails and SMS are counted as they are anywhere else, and AI nodes consume credits as used, with an idempotency key per execution so the same action is never billed twice.

AI pricing and credits

Another question? Write to us — a human will answer.

Ready to bring all your tools together?

Create your free account in two minutes: CRM, telephony, marketing, appointments and customer service — all in one place, with AI built in.

No credit card required