Automation recipes
Ready-made workflows for the most common cases.
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- Recipe - automatic appointment reminders (confirmation, day before and 1 hour before)Create a workflow with the Customer Booked Appointment trigger filtered by your calendar, send a confirmation right away, add a wait until 24 hours before the appointment with a reminder, and another wait until 1 hour before with a second reminder. Publish it.
- Recipe - automatic welcome for a new leadCreate a workflow with the Form Submitted (or Contact Created) trigger, add a tag, send a welcome email or text right away, alert the owner with an internal notification, create the opportunity in your pipeline and follow up 2 days later. Turn on Stop on Response and publish.