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Workflows

When a reply is labeled, the rest happens by itself

Eighteen triggers, forty-odd actions, conditions in between. The Slack alert with an approve button, the list move, the HubSpot update, the sequence stopped the moment a meeting is booked: built inside the inbox, so nothing runs through Zapier, Make or n8n.

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Free 7-day POC. Unlimited users on every plan. Workflows are included, not metered.

Adding a workflow in Master Inbox: the trigger list with Add Label, Incoming Message, Meeting Booked, Meeting No-show, Incoming Webhook and more

Build one in two clicks

Pick what happens, pick what should follow. The card below is the workflow you would save in the app, and the payload is the exact request the API accepts.

1When this happens
2Do this (pick as many as you need, they run in order)
✓Your workflow

The API request this makes

            Build this on my inboxes
            
Runs inside Master Inbox on every plan. Also creatable over the API.

          

        

      

    

  


  

    

      

        
The workflows teams build in week one

        
Taken from what agencies and sales teams ask for on calls, in the order they ask. Load any of them into the builder above.

      

      
    

  


  

    

      

        
Eighteen things that can start a workflow

        
Every trigger is an event the inbox already sees. Dashed ones are set up in the app only.

      

      

        Add LabelRemove LabelIncoming MessageSending MessageMessage SeenMoved to ListRemoved from ListDue ReminderNew ReminderFound Phone NumberMeeting BookedMeeting RescheduledMeeting CanceledMeeting CompletedMeeting No-showIncoming WebhookScheduled View ReportAI Error
      

      
Sending Message can wait: add a delay of minutes or hours (up to 30 days) before the actions run, which is how a follow-up reminder gets set only if nobody has answered.

    

  


  

    

      

        
Five groups of actions, chained in order

        
One to ten actions per workflow, run in sequence. Conditions sit between the trigger and the actions: which labels, which lists, which channels.

      

      

        
Inbox
Label, list, folder, reminder
Add, remove or replace labels, move to a list, archive, mark read, set a reminder, upsert or enrich the prospect.

        
Notifications
Slack, email, webhook, forward
Post to Slack with the drafted reply and Accept and Edit buttons, email the owner, fire a webhook with the thread, or forward the message to the client.

        
Outbound tools
Act on the sequencer
Add to, remove from, pause, resume or unsubscribe from campaigns in Smartlead, Instantly, EmailBison, PlusVibe and HeyReach, including subsequences.

        
CRM
Sync to HubSpot
Push the contact and conversation to HubSpot on the label, on top of the two-way sync that runs underneath.

        
Sheets and Close
Log it, task it
Add a row to a Google Sheet, or update an opportunity and create a task in Close. Set up in the app.

      

      
One guard rail worth knowing: Slack, email and webhook notifications are skipped when the thread's last message is older than 72 hours, so a relabel of an old conversation never wakes the whole team.

    

  


  

    

      

        
What this replaces

        
Most teams arrive with a sequencer webhook feeding a Zapier or Make scenario feeding Slack and a Sheet. Each hop is a place a reply can be lost.

      

      
    
        
  • Sequencer webhook to Slack. Misses forwards, CC replies and new-address replies, because the sequencer never saw them. The inbox reads the mailbox itself.
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  • Zapier, Make or n8n scenarios. Per-task pricing, per-client maintenance, and a second place to debug. Workflows are included on every plan.
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  • A Sheet as the reply log. Replaced by lists, saved views and Tables on live data.
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  • Manual CRM logging. Replaced by the HubSpot action on the label, and by the sync running underneath.
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Explore more: AI Labeling, API and webhooks, Reply Agents, pricing

  

  

    

      
Questions we get

      

        

          Do I still need Zapier, Make or n8n?
          
For reply handling, no. Triggers, conditions and actions run inside Master Inbox, and an Incoming Webhook trigger plus webhook actions cover the cases where another tool has to be involved. Teams keep Zapier for things unrelated to replies.

        

        

          Which triggers exist?
          
Add Label, Remove Label, Incoming Message, Sending Message (with an optional delay), Message Seen, Moved to List, Removed from List, Due Reminder, New Reminder, Found Phone Number, Meeting Booked, Meeting Rescheduled, Meeting Canceled, Meeting Completed, Meeting No-show, Incoming Webhook, Scheduled View Report and AI Error.

        

        

          Can a workflow post to Slack with an approve button?
          
Yes. On the Incoming Message trigger, the Slack card carries the prospect's message, the reply currently drafted for them, and Accept and Edit buttons. It uses the Master Inbox Slack app's webhook, since a plain Slack webhook drops the buttons.

        

        

          Can it stop the sequence when a meeting is booked?
          
Yes. Outbound actions add to, remove from, pause, resume or unsubscribe from campaigns in Smartlead, Instantly, EmailBison, PlusVibe and HeyReach, including subsequences, and the meeting triggers come from Cal.com, Calendly, Chili Piper, HubSpot, GoHighLevel and Google Calendar.

        

        

          Can I create workflows over the API?
          
Yes. The API lists, creates, updates, pauses and deletes workflows, and a filter-fields endpoint returns the live catalog of triggers, actions and conditions so nothing is hard-coded. Two triggers are app-only: Incoming Webhook and Scheduled View Report.

        

        

          Do workflows copy over when I clone a client workspace?
          
Not yet. Cloning a workspace copies its setup, and workflows are recreated per workspace today, in the app or with one API call each. It is on the roadmap, and it is the honest answer to give a 50-client agency before they ask.

        

      

    

  

  

    

      
See it on your own inboxes

      
Book a demo and build your first workflow live: interested reply in, Slack alert and HubSpot update out.

      Book a demo