Configure recurring tasks, reminders and handoffs in Foundbase so CRM, delivery and contracts can respond to the rules your team chooses. Workflow automation requires the Growth plan after the trial period.
In brief
Workflow automation in Foundbase uses configurable triggers and actions across CRM, contracts and projects so selected follow-up and handoffs can start when a status changes.
Many teams spend hours on manual follow-up: lead reminders, contract status, handover from sales to delivery. It must happen — but it rarely creates value on its own.
Automation works best when it builds on data the team already has in Foundbase. When a deal closes, tasks can be created. When a contract is sent for signature, reminders can start. When a deadline approaches, the right team can be notified.
Foundbase brings CRM, projects, contracts, budgets and integrations together. A workflow can therefore use events from several modules when the relevant data and actions have been set up.
A well-defined workflow can make follow-up and handoffs more consistent. The outcome depends on the rules, data quality and process the team chooses to automate.
Features
Build workflows that can react to events in CRM, tasks and contracts. Each action depends on the triggers, conditions and data you configure.
Define actions that trigger when status changes, deadlines approach or data updates occur.
Send reminders to the right roles at the right time — so follow-up work is not missed.
Schedule actions around deadlines and time windows so the team can see which rules control the timing.
Configure fixed steps in recurring processes so ownership and the next action are clear to the team.
Use rules to place tasks in relevant queues and highlight the cases your team has defined as critical.
Review triggers and actions when the process changes, and adjust the rules without rebuilding the entire flow.
Foundbase integrates with accounting, email, calendars, payments and CRM tools so data moves between systems without manual double work.
See all integrations
Customer testimonials
Teams describe how they use Foundbase workflows for follow-up and handoffs. The outcome depends on each process and setup.
I have been looking for the right functional and user-friendly tool that can help with everything from project management, financial management, sales work, etc. The answer to this is Foundbase.
Foundbase has become my go-to tool for creating structure and focus in my workday. It shows me which tasks matter most today and gives me peace of mind because I know exactly what to sit down and start on.
What helped us most was the CRM and AI import. We imported more than 1,000 leads automatically, which made the overall onboarding process fast and smooth.
Examples of workflows companies automate in Foundbase — from sales and contracts to delivery and follow-up.
Trigger reminders and next steps when a lead has not been contacted within a defined time window.
Configure a workflow that can create tasks and assign ownership when a deal reaches the selected status.
Automate reminders and status updates in contract cycles — so everyone sees the latest required action.
Define triggers for critical events — so the right people are notified quickly and can respond on time.
Practical overview
As teams grow, more repetitive processes appear: lead follow-up, handover from sales to delivery, contract reminders and status updates across departments. Much of that work must happen — but it rarely creates value on its own.
Workflow automation can trigger selected actions at defined times or status changes. The team needs to define the triggers, conditions and ownership.
For companies and teams, the point is to free time for work that actually moves the business forward — not to administer routines the system can handle.
With Foundbase, automations can connect to CRM, contracts, projects, budget and integrations — so workflows react to events across the full platform.
Many teams manage follow-up through calendar reminders, internal messages or personal notes. That works with a few relationships — but scales poorly as volume and headcount grow.
Handoffs between sales, delivery and finance are often missed or delayed because nobody has visibility into when the next step should happen.
When automation lives in an isolated tool, it cannot react to what happens in CRM, contracts or projects. That limits value and creates new manual steps.
The ideal setup should automate processes the team already follows — without requiring complex setup or a dedicated technical team.
Foundbase brings CRM, projects, contracts, budget and integrations together — so workflows can react to events across modules, not only inside one isolated area.
When a deal closes, tasks can be created automatically. When a contract is sent for signature, reminders can start. When a deadline approaches, the right team can be notified.
Workflows can be combined with manual control so the team can intervene in special cases — automation supports operations, it does not replace them.
Because Foundbase also has integrations and API, automations can affect data both inside the platform and in external systems — so processes stay connected across tools.
Automate the processes that repeat most often and carry the highest volume — for example lead follow-up, deal handover and contract status.
Start simple with one flow, measure the effect, then expand. One stable workflow is better than five half-finished ones.
Define clearly who owns responsibility when an automation triggers — and when the team should be able to override manually.
Review workflows regularly. When processes change, the rules need to change too — otherwise automation creates new workarounds instead of removing them.
Features
Workflows create the most value when they connect sales, delivery, contracts and data. These modules in the system are often part of automation flows.
Automate follow-up on leads and deals — so sales work keeps momentum without manual coordination.
Learn more about our CRM systemTrigger reminders and tasks in contract flow — from draft to signature and renewal.
CRM with contracts and follow-upCreate tasks automatically on status changes — so delivery starts when sales or contract is ready.
Project management with tasks, deadlines and ownershipUse external events as triggers — so data from other systems can start workflows in Foundbase.
Read moreSee the platform in action and get a quick overview of the core workflows.
We're always ready to show you what Foundbase can do. You're also always welcome to visit our lovely office in Odense, Denmark
Start a 30-day trial with no credit card — and automate follow-up between CRM, tasks and contracts.
Begin with high-volume recurring workflows such as follow-up, handoff and status reminders.
Yes. Automations and integrations require the Growth plan in Foundbase.
Yes, workflows can be combined with manual control so the team can intervene in special cases.
Measure outcomes continuously and adjust rules — so automation supports execution instead of creating new complexity.
In Foundbase, workflows can react to events across modules — for example when a deal closes, a contract is sent for signature, or a deadline approaches.
Yes. Workflows can update data inside Foundbase or through integrations and API — so automation can also affect external systems.
Start with one simple flow on a limited process, watch the results for a few days, then expand the rules — so you can adjust without affecting all of operations.
Build on fixed, recognizable processes and reuse templates. Once the base flow works, you can add more triggers and actions without redesigning the whole setup.
