From lead to revenue, no clicks in between.
Facebook lead ad fills → Lio creates the contact → Slack pings the AE → Calendar invite goes out. Sales closes the deal → Sigi sends the contract → Customer signs → Inzo drafts the invoice. The handoffs that used to require three people now require zero. Your team works on the deal, not on the paperwork.
Revenue Workflows
Facebook lead → Lio + Slack DM AE
42 captures today · avg time to AE: 12 sec
Deal stage = Closed Won → Sigi contract
Auto-fills client + line items from deal
Sigi signed → Inzo draft invoice
Posts to ledger · notifies CS for kickoff
New customer → Taro onboarding tasks
Creates checklist · assigns CS lead
The automation brain at the center of the WorksBuddy suite.
Your funnel works.
The handoffs leak.
Hot leads cool waiting for a human
Form fills at 9:14am. The AE sees it at 10:30 because the notification sat in a queue. Studies say first-touch under five minutes is 9x more likely to convert. You're losing the deal in the gap between "submit" and "ring".
Closed-won and the contract goes out two days later
Sales celebrates the verbal yes. The AE forgets to email legal. Legal drafts the contract on Wednesday. Customer signs on Friday. Three days the customer is asking "where is it?" The momentum from the close is gone.
Contract signs and onboarding doesn't start
The customer signs the MSA on a Tuesday. The CS team finds out from a Slack mention on Thursday. Onboarding doesn't start until Monday. The first week of the relationship — when you set the tone — is dead air.
Revo closes the gaps. Lead lands → AE knows. Deal won → contract goes. Signed → onboarding starts.From first click to recurring revenue —
no human in the seams.
Multi-channel intake into Lio
Facebook Lead Ads, Typeform, Webflow, Calendly, Gmail, Shopify, your own form — every channel fires a Revo trigger. Conditions route by region, campaign, deal size. Lio creates the contact with the right tag, the right owner, the right SLA. Slack pings the AE in under fifteen seconds.
- 1000+ inbound channels via Pipedream
- Facebook Lead Ads via direct Graph API
- Round-robin or rule-based AE assignment
Lio → Sigi → Inzo, automatically
A Lio deal moves to "Closed Won". Sigi receives the deal data and drafts the contract with the right customer and line items. The customer signs in Sigi. Sigi fires a completion event. Inzo drafts the billing invoice. The deal-to-cash chain that used to take three people's involvement now takes none.
- Lio "deal won" → Sigi contract drafted
- Sigi "signed" → Inzo invoice drafted
- End-to-end JWT auth across products
New customer → onboarding starts now
The moment a Sigi contract signs, Revo creates Taro tasks for the onboarding template, assigns the CS lead, sends the day-one welcome via Evox, and provisions the customer's account. The kickoff that used to wait until "next sprint" starts in the hour.
- Taro task list from onboarding template
- CS lead auto-assigned from team rota
- Day-one welcome email via Evox
Three handoffs no longer need a human.
Lead to AE under fifteen seconds
Facebook form fills. Revo fires. Region condition routes the lead to the right AE pool. Lio creates the contact with the campaign tag. Slack DMs the AE. A Calendly link goes back to the prospect in an Evox email. The AE is on the lead before the prospect closes the tab.
Handoff speed from real
go-to-market teams.
We were losing one deal a quarter to "I went with the vendor who answered me first." Revo wired Facebook Lead Ads into Lio with AE Slack notification in twelve seconds. Our conversion on paid leads went up 40% in a quarter.
— VP Revenue, Series B SaaS
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Inbound channels supported
0
Products in the deal-to-cash chain
0
Routing rule operators
0.0%
Workflow execution success rate
Inbound, outbound,
or PLG.
Inbound Sales
Form fills, demos booked, downloads from your site. Every signal becomes a Lio lead with the right tag and an AE on it within seconds.
Outbound Sales
Sequence completed in your outreach tool → Lio activity logged. Email opened more than five times → AE notified. The signal becomes the action.
Self-Serve / PLG
Sign-up in product → Lio contact with usage data. Plan upgrade → CS lead alerted. Trial about to expire → outreach automation fires.
Customer Success
New customer onboarding task creation. NPS responses routed by score. Churn-risk signals create Taro tasks. The renewal calendar never depends on memory.
What CROs and CS leaders ask before they wire the funnel.
Three things. First, Revo is the native automation engine inside the WorksBuddy suite — Lio, Taro, Sigi, Inzo, and Evox are first-class apps with full trigger and action surfaces, not third-party connectors. Second, every workflow runs on Temporal.io for durable execution, automatic retries, and full state recovery — Zapier silently fails, Revo doesn't. Third, you get 1000+ external apps via Pipedream Connect plus a Developer Console to register your own apps, so you're not stuck waiting for a connector to ship.
Close the gap between yes and yes-billed.
See multi-channel intake, deal-to-contract automation, and instant onboarding in a 30-minute demo.
Describe the workflow, Revo builds it across 1,000+ apps.
Write an automation in plain English and Revo connects your tools, then sends AI agents to take action while you sleep.
- 1,000+
- app integrations
- 99.9%
- workflow uptime
- 0
- lines of code to build
- 10x
- faster than manual