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Integrations & flows

Connect Cord to the tools you already use and chain automatic actions: when X happens on a quote, make Y happen without writing code.

Availability
Live
Product
Platform
Scope
Cord platform
Developers
Public API

Let the close trigger the rest of the work

Cord Workflows turns what happens in a sale into the next step, without writing code, and the integrations directory connects Cord with the tools your team already uses.

What's included:

  • Workflows with conditions and waits: pick a Cord event, set visible conditions and chain steps. For example: three days after sending a quote, if it is still unopened, create a task to call the client.
  • Real actions: create a task, email your team, post to your Slack channel or add a note to the HubSpot Deal.
  • History for every run: what fired, when, with what result, and a readable error when something fails. A failed step is retried; delivery is at least once.
  • HubSpot both ways: your clients stay in sync with Companies and Contacts, and every quote creates and moves its Deal through the pipeline. Moving a Deal in HubSpot changes nothing in Cord.
  • Slack and Make: alerts in your channel, and Make scenarios that receive Cord events and create data through the API.
  • For developers: public API v1, signed webhooks with delivery history, and an MCP server.

What's next:

Cord apps inside the Zapier and Make directories, so you can connect them from there without any manual setup.

How it works

  1. Pick the Cord event that starts the workflow and set visible conditions.

  2. Chain actions — task, team email, Slack or a HubSpot note — and publish when ready.

  3. Review every run, its result, and the readable error when a step fails.

Availability and scope

Workflows on Cord events, an integrations directory with HubSpot and Slack, Make scenarios through webhooks and API, and the developer platform: API v1, signed webhooks and MCP.

Clear limits

A workflow never charges, issues invoices or writes to the client: those stay human decisions. Waits are counted in days and delivery is at least once, so every step stays in the history.

START TODAY

Your next client starts with a proposal.

Create a quote with your brand, share the link and follow the conversation through to payment. Start with 5 free sends every month.

No credit card required · Free plan forever