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Visual automations, test runs & approvals with Neon Actions

Automate the follow-ups nobody has time for. Draw each automation on a canvas and let it start when something happens, on a schedule, from a date on a record, from an inbound webhook or by hand.

Alpha · shipping now

Actions that's connected from the first record

Automate the follow-ups nobody has time for. Draw each automation on a canvas and let it start when something happens, on a schedule, from a date on a record, from an inbound webhook or by hand. Steps can branch, wait, look up records, send email or SMS, call outside systems and update customers, invoices, bookings and rentals. Test mode shows who would be contacted and what would change without sending anything, and run history replays every run step by step. Anything that moves money or cancels something needs an approval from a second person first, and that approval says in plain terms what a yes will do.

How it works

Draw it, test it, then leave it running.

One action, idea to running You Handled for you
  1. Step 1
    Trigger chosen

    An event, a schedule, a date on a record, a webhook or by hand.

  2. Step 2
    Steps added

    Drag them onto the canvas, or start from a template.

  3. Step 3
    Tested

    See who would be contacted and what would change. Nothing is sent.

  4. Step 4
    Published

    Checks run first, and every version is kept.

  5. Step 5
    Runs on its own

    Every run is recorded, and risky steps wait for an approval.

4 of the 5 steps are yours. The work is all up front. After that it runs itself, and asks when it matters.

Actions · 5 features

Every feature you need, all in a single system.

  • 01

    Visual flow builder

    Drag steps onto a canvas with undo and autosave, and Neo can help fill in the trigger and settings.

  • 02

    Triggers for every situation

    Start when something happens, on a schedule, from a date on a record, from a webhook or by hand.

  • 03

    Test mode & Send to me

    See who would be contacted and what would change, or send one real message to yourself with fake details.

  • 04

    Approvals by a second person

    Steps that move money or cancel something wait for someone other than the person who started the run.

  • 05

    Run history & retries

    Replay a run on the canvas, and retry a failed one from the step that failed without re-sending messages.

What makes Actions in Neon fit your business?

All of it is configured from the admin panel. No developer, no plugin, no second tool.

  • 12 starter templates to adapt
  • If, Switch, For each, Wait and Wait until steps
  • Find records, set values and map values
  • Email, in-app, SMS and webhook sends
  • HTTP requests to outside systems
  • Stored credentials limited to one allowed address
  • Draft, publish and version history
  • Checks that run before publishing
Request access

Or just ask Neo.

Press ⌘CtrlK on any screen and say what you want. Neo finds the screen, reads your live numbers and fills the form in. You press submit.

Meet Neo

It's time to run Actions on one login.

Every account starts with a short conversation. Tell us what you run and we'll set it up with you.