Drag-and-drop monetization
workflows for outbound.
Build trigger-based revenue motions on a canvas. Voicemail drop, click-to-call, SMS follow-up — fired by intent score, sentiment, source, or any custom signal. No code, no bottlenecks, no engineering tickets.
Revenue workflow · refi_warm_followup
LiveTrigger-based revenue, without a sprint.
Define the trigger
Trigger on intent score, sentiment, source, disposition, or any custom Pulse signal.
Pick the action
Voicemail drop, click-to-call, SMS, email — any single action or branched sequence.
Set the gate
Frequency caps, quiet hours, consent gates and DNC checks before any send.
Live performance
Track outcome attribution back to the trigger. Iterate on what's actually moving revenue.
Outbound that responds.
Signal-triggered
Fire on intent, sentiment, qualification, source, disposition or any Pulse-derived signal.
Voicemail drop
Pre-recorded voicemail drops on no-answer, with caller-ID rotation and quiet-hour enforcement.
Click-to-call
Trigger inbound dial-in for high-intent leads, with attributed source and pre-qualification context.
SMS sequences
Branching SMS flows with reply detection, link-tracking and consent capture.
Compliance-gated
DNC, TCPA, frequency caps and consent checks gate every outbound action.
Outcome attribution
Track revenue back to the workflow, the trigger and the variant — close the loop on the loop.
Where revenue motions actually move.
Insurance & mortgage
Voicemail drop on first-attempt no-answer; SMS retarget on hot intent; click-to-call for warmest leads.
Home services
Trigger SMS quotes on form-submit, voicemail drop on no-answer, follow-up sequence on engagement.
Customer success
Renewal trigger on contract date; upsell trigger on usage signal; check-in on sentiment shift.
Lead networks
Re-engage aged leads with intent-driven outreach; route warm responders straight into RTB.
What teams always ask.
Marketing automation triggers on email opens and form fills. Revenue Builder triggers on call signals — intent, sentiment, qualification, disposition. Different signal layer, different outcomes.
Yes. Triggered by Pulse signals (call intent, source, qualification), executed via Signal channels (voice, SMS, click-to-call). One closed loop.
Per-record frequency caps, per-campaign daily caps, per-tenant volume caps — all enforced server-side before any outbound action.
Yes. Run variants on the trigger threshold, the action, the timing or the message. Real-time outcome attribution; promote-winner with one click.
Yes. State-by-state TCPA quiet hours enforced based on recipient time zone. Workflows queue actions outside permitted windows.
Related Signal capabilities.
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Spin up tracking, telephony and AI in a single platform — the way modern US revenue teams do it.
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