CRM

Workflows

Multi-step automations that run when a trigger fires, or when you run them manually.

NameTriggerStepsStatus
Sending automated messageappointment_booked
  1. 10.1hSend SMS: Hi {{first_name}} , wsg
Active
testing messageappointment_booked
  1. 1Send SMS: Hi {{first_name}}, thanks for booking wi…
Active
appoint test 3appointment_no_show
  1. 1Add Tag: miss appointment
Active
appoint test 2appointment_no_show
  1. 1Add Tag: missed-appointment
Active
Appoint test 1appointment_booked
  1. 1Add Tag: new-booking
Active
New Test Leadform_submitted
  1. 1Add Tag: testingworkflow
Active
New Welcome Leadform_submitted
  1. 1Add Tag: new welcome lead
Active
test tagtag_added
  1. 1Add Tag: test tag
Active