New-here follow-up
Automation · enabled
Form submitted
New here
First-time guest?
Yes
Assign follow-up
Care team
Routed for approval
ApprovedPastor Dana · Care team
Send welcome text to the Owens family?
The same tasks, every week, by hand.
A new family fills out a card and nothing happens until someone remembers. A volunteer cancels and the chase begins. The busywork piles up — and the moments that actually need a pastor get buried under it.
Manual every time
The same follow-ups, reminders, and hand-offs re-done by hand each week.
Things slip
First-time guests, lapsed givers, and unconfirmed serving slots quietly fall through.
No accountability
When automation does fire elsewhere, no one's sure who approved what — or whether anyone did.
Build it by wiring it, not by coding it.
Drag a trigger, drop a condition, connect an action. Every automation reads like a sentence — anyone on staff can see exactly what happens, and when, at a glance.
- Triggers from any module event
- Branching conditions with AND / OR logic
- Actions that write back across Synq
Workflow builder
Add stepTrigger
Recurring gift fails
Condition
2+ failed attempts
Action
Notify giving owner
The weighty things always reach a person first.
Anything consequential — a message leaving the building, a refund, a sensitive follow-up — pauses and routes to a named owner. They see the full context, then approve, edit, or decline. Nothing leaves on autopilot.
- Route to an accountable owner by role
- Approve, edit, or decline with one tap
- Every decision logged in the audit trail
Needs approval
PausedOutbound text · Welcome series
“Hi Mariah — so glad you joined us Sunday! Can I answer anything as you settle in?”
Routed to Pastor Dana
Accountable owner · Care team
Run the whole flow from your phone.
When an approval or task lands, your team doesn't need a desk. A clean step-through view walks them through what happened, what's next, and the one decision they need to make.
- Push the moment a step needs you
- See the full chain of steps in order
- Decide and move on in seconds
New-here flow
Step 3/4One automation layer for all 23 modules.
A workflow can read a giving event, create a People task, book a room, send a message, and update a project — because everything lives in one platform. No webhooks, no glue, no Zapier bill.
- Triggers and actions span People, Giving, Events & more
- Reads and writes the one shared record
- No third-party automation tool to license
One trigger, every module
Giving
First gift
Busywork runs itself — you stay in control
Automate the routine so your team is freed for the work only people can do.
Hours back every week
The repeatable follow-ups and reminders just happen — no one re-does them.
Nothing slips
Guests get welcomed, gifts get acknowledged, slots get confirmed — every time.
Humans on the weighty
Anything that matters pauses for a named owner to approve.
Clear accountability
Every action and approval is logged — you always know who and when.
Run it anywhere
Approvals and steps come to your phone, ready to act on.
No more glue tools
One automation layer across all 23 modules — drop Zapier entirely.
Connects to the rest of Synq
Workflows is the connective tissue of Synq. A trigger in any module can drive an action in any other — all reading and writing the same source of truth — so an automation never works from a stale, copied version of the record.
Let the routine run itself. Keep the weighty in human hands.
See Workflows automate your church's real follow-ups on your own data. 60-day free trial, concierge migration included.
No contracts · cancel anytime