# Workflows updates

> Workspace369 Workflows release notes, newest first: what changed, where to find it in the app and which plans include it.

Canonical: https://workspace369.com/changelog/area/automations/
Last updated: 2026-11-06

Workspace369 shipped 16 Workflows updates; the latest, on November 6, 2026, is [Workspace369 app for Zapier (beta)](https://workspace369.com/changelog/2026-11-06-workspace369-app-for-zapier-beta/).

[All release notes](https://workspace369.com/changelog/)[Subscribe to the feed](https://workspace369.com/changelog/feed.xml)

1. November 6, 2026 Workflows [Workspace369 app for Zapier (beta)](https://workspace369.com/changelog/2026-11-06-workspace369-app-for-zapier-beta/) The Workspace369 app for Zapier is in beta: join with the invite link, connect a token and use 27 instant triggers, two actions and three searches in any Zap. Start Zaps from Workspace369 with the Workspace369 app for Zapier (beta)[Read the release notes](https://workspace369.com/changelog/2026-11-06-workspace369-app-for-zapier-beta/)
2. November 4, 2026 Inbox & callsWorkflows [Send email from your own app with the Workspace369 email API](https://workspace369.com/changelog/2026-11-04-send-email-from-your-own-app-with-the-email-api/) Owners and admins can create send-only email API keys, so your own app or website sends email from a verified domain with one API call. Each send uses your email credits. Let your own app or website send email from your verified domain[Read the release notes](https://workspace369.com/changelog/2026-11-04-send-email-from-your-own-app-with-the-email-api/)
3. November 3, 2026 Workflows [The Builder API now comes with every plan](https://workspace369.com/changelog/2026-11-03-builder-api-on-every-plan/) The Builder API, the REST API at /v1, now works on every plan from Cadet up, alongside webhooks. A trial gets access once the card is saved. Call Workspace369 from your own code on any plan[Read the release notes](https://workspace369.com/changelog/2026-11-03-builder-api-on-every-plan/)
4. November 2, 2026 Clients & CRMWorkflows [Webhooks for new clients and stage changes](https://workspace369.com/changelog/2026-11-02-webhooks-for-new-clients-and-stage-changes/) Webhooks can now tell Zapier, Make, n8n or your own server when a client is created or moves to a new pipeline stage. On every plan, on the web app now. Send a webhook when a client is created or changes stage[Read the release notes](https://workspace369.com/changelog/2026-11-02-webhooks-for-new-clients-and-stage-changes/)
5. November 1, 2026 WorkflowsProjects, tasks & time [Text new leads and missed callers your booking link, and save from the top bar](https://workspace369.com/changelog/2026-11-01-booking-link-texts-and-top-bar-save/) Workflows can now text a lead or a missed caller your booking page link, and the full-page task and accounting create screens save from a top bar. Text new leads and missed callers your booking linkCreate a task from the top barSave bills, vendors, fixed assets and journal entries from the top bar[Read the release notes](https://workspace369.com/changelog/2026-11-01-booking-link-texts-and-top-bar-save/)
6. October 31, 2026 Billing & paymentsProposals & contractsCalendar & bookingClients & CRMWorkspace AIInbox & callsWorkflowsClient portalWorkspace & teamProjects, tasks & time [October 2026: Flash Pay, a new proposal builder, deeper booking and AI in your CRM](https://workspace369.com/changelog/2026-10-31-october-2026-roundup/) Flash Pay, retainers and more ways for clients to pay; a new proposal builder with packages; deeper online booking; and CRM tools with AI lead scoring and setup. Get paid more ways: Flash Pay, payment methods, tips, retainers and autopayNo-show fees and tips for online bookingsA new proposal builder, pick-one packages and Write with AIPick a cover for your proposalGoogle events, Meet on every plan, no-show status and services on eventsDeeper online booking: approval by day, team members, limits, one-time links and a clearer setupSet up your CRM with AI and turn client notes into follow-upsAI lead scoring labels new requests hot, warm or coldAutoPilot chat, approvals for connected AI apps and the ChatGPT pluginClient emails in your brand, a calmer Emails inbox and AI writing helpReusable text messages with a default for each message typeWorkflows with decisions, drafts and project triggers, and webhooks on every planMessages on the client portal, and an easier way to style itAppointments on the client portalHide the Powered by Workspace369 creditA new Home, guided setup, linkable settings and clearer plan prompts[Read the release notes](https://workspace369.com/changelog/2026-10-31-october-2026-roundup/)
7. October 30, 2026 WorkflowsProposals & contractsCalendar & booking [Workflows can send a proposal, and booking setup is easier to scan](https://workspace369.com/changelog/2026-10-30-workflow-send-proposal-booking-setup/) A workflow can now make a proposal from a template and email it to the client, and a service’s booking settings are regrouped so the essentials come first. Send proposal step in workflowsA clearer Configure booking page[Read the release notes](https://workspace369.com/changelog/2026-10-30-workflow-send-proposal-booking-setup/)
8. October 27, 2026 Workflows [Webhooks now come with every plan](https://workspace369.com/changelog/2026-10-27-webhooks-on-every-plan/) Send signed webhooks to Zapier, Make, n8n or your own server on every plan, starting with Cadet. Since Nov 3 the Builder API is on every plan too. Webhooks on every plan, from Cadet up[Read the release notes](https://workspace369.com/changelog/2026-10-27-webhooks-on-every-plan/)
9. October 25, 2026 Calendar & bookingBilling & paymentsWorkflows [One-time booking links, tips at invoice checkout and project workflows](https://workspace369.com/changelog/2026-10-25-one-time-booking-links-and-invoice-tips/) Send a booking link that works once, keep time free before each booking, let clients add a tip when they pay an invoice, and start workflows when a project is done. Booking links that work onceA buffer before each booking, and reminders you pick as chipsLet clients add a tip when they pay an invoiceWorkflows that start when a project is done, and a Create project step[Read the release notes](https://workspace369.com/changelog/2026-10-25-one-time-booking-links-and-invoice-tips/)
10. October 23, 2026 Calendar & bookingWorkflows [Mark no-shows, cap weekly bookings and set the dates a service can be booked](https://workspace369.com/changelog/2026-10-23-booking-limits-and-no-shows/) Mark an appointment as a no-show and start a workflow from it, cap how many bookings a teammate takes each week, and open a service for booking only between two dates. Mark an appointment as a no-showA weekly limit next to the daily oneBookable dates: a start and end for each service[Read the release notes](https://workspace369.com/changelog/2026-10-23-booking-limits-and-no-shows/)
11. October 23, 2026 WorkflowsWorkspace & team [Ask clients for reviews automatically, and import from five more tools](https://workspace369.com/changelog/2026-10-23-review-requests-and-imports/) Save your review page link once and let a workflow email it after each appointment, and bring your data over from HoneyBook, Dubsado, Bonsai, 17hats or Moxie with AI Import. A review link and an Ask for a review workflowAI Import recognizes HoneyBook, Dubsado, Bonsai, 17hats and Moxie[Read the release notes](https://workspace369.com/changelog/2026-10-23-review-requests-and-imports/)
12. October 1, 2026 WorkflowsWorkspace & team [Workflows get decisions, waits and drafts, and unsaved work is kept on your device](https://workspace369.com/changelog/2026-10-01-workflows-decisions-and-device-drafts/) Add decision steps and waits to workflows, test before going live, edit live workflows through a draft, and recover work you were typing when the connection dropped. Decisions, waits and business hours in workflowsEdit a live workflow without breaking itInterrupted work is kept on your device[Read the release notes](https://workspace369.com/changelog/2026-10-01-workflows-decisions-and-device-drafts/)
13. September 30, 2026 Proposals & contractsBilling & paymentsClients & CRMWorkspace AICalendar & bookingProjects, tasks & timeWorkflowsClient portalWorkspace & team [September 2026: e-signature contracts, AutoPilot Today, client stages and branded portals](https://workspace369.com/changelog/2026-09-30-september-2026-roundup/) Send contracts for e-signature, run your day from AI AutoPilot Today, track clients through stages, brand client portals, and rebuilt workflows, tasks and Settings. Contracts you send for e-signatureChange orders for accepted proposals and paid invoicesDesign the invoice page your clients openClient stages, follow-ups and a Requests form builderAI AutoPilot Today, Client Health and watches on money, projects and tasksA morning briefing and message sortingCreate calendar events by dragging, with Google Meet and guest invitesTasks, time tracking and files rebuiltWorkflows rebuilt with a table, templates, test runs and AI draftingClient portals in your brand, and a private portal for each clientInvite teammates and add seats in one placeSettings in groups with search, and text size per device[Read the release notes](https://workspace369.com/changelog/2026-09-30-september-2026-roundup/)
14. September 29, 2026 WorkflowsClients & CRM [Workflows rebuilt with a table, templates, test runs and AI drafting](https://workspace369.com/changelog/2026-09-29-workflows-table-templates-ai-drafts/) Manage every workflow in one table, start from a template or describe what you want, test it before it goes live, and assign new leads to a teammate. A new Workflows page, templates and AI draftingAssign new leads to a teammate[Read the release notes](https://workspace369.com/changelog/2026-09-29-workflows-table-templates-ai-drafts/)
15. August 31, 2026 Workspace AIProjects, tasks & timeInbox & callsWorkflowsClients & CRM [August 2026: connect Claude and ChatGPT, review AI changes first, and a Gantt view](https://workspace369.com/changelog/2026-08-31-august-2026-roundup/) Connect Claude, ChatGPT or any MCP client with approvals on every send, let AI AutoPilot confirm before it changes anything, and plan work on a Gantt timeline. Connect Claude, ChatGPT or any AI app to your workspaceAI AutoPilot chat shows what it will change before it changes itA Gantt timeline for your boardsYour own task orderBetter email in the inbox: several recipients, quoted replies and forwardsWorkflows that stop when the job is doneGive team members access to specific projectsRicher client profiles, and an archive instead of delete[Read the release notes](https://workspace369.com/changelog/2026-08-31-august-2026-roundup/)
16. July 31, 2026 Calendar & bookingWorkflowsBilling & paymentsProjects, tasks & timeClients & CRM [July 2026: a rebuilt calendar, funnels, inventory tracking and workflows with test runs](https://workspace369.com/changelog/2026-07-31-july-2026-roundup/) A rebuilt calendar, funnels that capture leads into your CRM, inventory with low-stock alerts, workflows that create tasks, and invoices with a live preview. A rebuilt calendar with week, month, day and team viewsWorkflows that create tasks and reminders, with test runs and logsBuild and publish funnels that capture leads into your CRMTrack stock with adjustments, low-stock alerts and a movement historyInvoices and proposals that look the part, with a live previewWeekly timesheets with approvals[Read the release notes](https://workspace369.com/changelog/2026-07-31-july-2026-roundup/)

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