Workspace369 shipped 16 Workflows updates; the latest, on November 6, 2026, is Workspace369 app for Zapier (beta).
Workflows
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.
Inbox & callsWorkflows
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.
Workflows
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.
Clients & CRMWorkflows
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.
WorkflowsProjects, tasks & time
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.
Billing & paymentsProposals & contractsCalendar & bookingClients & CRMWorkspace AIInbox & callsWorkflowsClient portalWorkspace & teamProjects, tasks & time
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.
WorkflowsProposals & contractsCalendar & booking
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.
Workflows
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.
Calendar & bookingBilling & paymentsWorkflows
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.
Calendar & bookingWorkflows
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.
WorkflowsWorkspace & team
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.
WorkflowsWorkspace & team
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.
Proposals & contractsBilling & paymentsClients & CRMWorkspace AICalendar & bookingProjects, tasks & timeWorkflowsClient portalWorkspace & team
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.
WorkflowsClients & CRM
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.
Workspace AIProjects, tasks & timeInbox & callsWorkflowsClients & CRM
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.
Calendar & bookingWorkflowsBilling & paymentsProjects, tasks & timeClients & CRM
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.
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
