If this, then the rest of the shift
Every workflow is a trigger, conditions, and actions. A trigger can be any status change, geofence crossing, document upload, inbound email, or API event. Conditions branch on any field — customer, lane, equipment, accessorial, or a margin threshold. Actions chain together, and each is retried on failure, logged, and individually reversible.
Describe the rule you want and the builder drafts it for you, or start from one of more than 40 templates.
- Detention over 2 hours → add accessorial, notify customer, flag for review
- Driver HOS under 2 hours → block new assignment, alert dispatcher
- Invoice 30 days overdue → escalate to AR owner, pause further credit
- Carrier insurance expiring in 14 days → request a COI, freeze tendering