⚡ Automations
Automate WhatsApp messages, emails and tasks based on triggers
1 active
⚡
New Lead — WhatsApp Welcome
Trigger: Lead created
· 1 action
⚡
Proposal Sent — Follow-up Reminder
Trigger: Proposal sent
· 1 action
⚡
Invoice Overdue — Alert
Trigger: Invoice overdue
· 1 action
⚡
Project Complete — Review Request
Trigger: Project completed
· 1 action
⚡
Lead — 7 Day No Contact Alert
Trigger: Lead no contact
· 1 action
⚡
New WhatsApp Message — Log to CRM
Trigger: Whatsapp inbound
· 1 action
🚀 Quick Start Templates
Click to create common automations instantly
🎯
New Lead WhatsApp Alert
Send yourself a WhatsApp when a new lead comes in
New lead
📧
Welcome Email on Lead
Auto-send welcome email to new leads
New lead
💰
Invoice Paid Thank You
Send thank you WhatsApp when invoice is paid
Invoice paid
📁
Project Created Task
Create setup tasks when a new project is created
Project created
🔄
Lead Follow Up Reminder
Create follow-up task when lead moves to contacted
Status change
📄
Proposal Sent Follow Up
WhatsApp follow up 2 days after proposal sent
Status change