Workflow
Automations
Automate the follow-up, reminders, invoices, contracts, and project steps that keep your business moving.
Follow up on quiet proposals
Nudges leads who haven't responded to a proposal in a few days.
This rule uses conditions or guardrails from Advanced Automations, which is inactive.
WhenA client has been in "Proposal Sent" for 3+ days
- Proposal has not been accepted
- Invoice has not been paid
- Send "Proposal follow-up" email
Triggered 3 times · Last run Mon, Jul 27 · Success rate 100%
Nudge leads that haven't responded
Checks back in with brand-new leads who've gone quiet.
This rule uses conditions or guardrails from Advanced Automations, which is inactive.
WhenA client has been in "New Lead" for 4+ days
- Send "Proposal follow-up" email
Triggered 1 time · Last run Sat, Jun 20 · Success rate 100%
Send booking confirmation
Confirms the details with the client as soon as a booking is approved.
This rule uses conditions or guardrails from Advanced Automations, which is inactive.
WhenA booking is approved
- Send "Booking confirmation" email
Triggered 3 times · Last run Thu, Jul 30 · Success rate 100%
Send invoice after session completes
Creates and sends the invoice as soon as a session wraps up.
This rule uses conditions or guardrails from Advanced Automations, which is inactive.
WhenA booking is completed
- Create invoice (Deposit now, balance later)
- Send invoice to the client
Needs setup -- No invoice template selected
Remind client to pay balance before session
Chases the remaining balance a few days before the session date.
This rule uses conditions or guardrails from Advanced Automations, which is inactive.
WhenIt is 3 day(s) before a booking
- Invoice has not been paid
- Send "Balance due reminder" email
Triggered 1 time · Last run Sat, Aug 1 · Success rate 100%
Move to invoiced once a booking wraps
Advances the pipeline stage once a booking is marked complete.
Rule is intentionally turned off.
WhenA booking is completed
- Move to "Invoiced"
Triggered 1 time · Last run Mon, Jun 29 · Success rate 100%
Create project when booking is confirmed
Spins up the project workspace as soon as a booking is confirmed.
This rule uses conditions or guardrails from Advanced Automations, which is inactive.
WhenA booking is approved
- Create the project/workflow at "Scheduled"
Triggered 2 times · Last run Thu, Jul 30 · Success rate 100%
Send session reminder
Reminds the client the day before their session.
This rule uses conditions or guardrails from Advanced Automations, which is inactive.
WhenIt is 1 day(s) before a booking
- Booking is confirmed
- Send "Reminder before session" email
Triggered 2 times · Last run Sat, Aug 1 · Success rate 100%
Send day-of SMS reminder
Texts the client the morning of their session.
This rule uses conditions or guardrails from Advanced Automations, which is inactive.
WhenIt is 0 day(s) before a booking
- Booking is confirmed
- Send SMS: "Your session is today! See you soon."
Blocked until SMS is connected
Request testimonial after gallery is delivered
Asks for a testimonial a few days after the gallery goes out.
This rule uses conditions or guardrails from Advanced Automations, which is inactive.
WhenIt is 5 day(s) after a booking
- Request a testimonial
Triggered 1 time · Last run Fri, Jul 3 · Success rate 100%
Send a personal thank-you note
A short personal note a couple of days after the session.
Rule cannot run because something is missing.
WhenIt is 2 day(s) after a booking
- Send "Personal thank-you note" email
Needs setup -- Email template missing (Personal thank-you note)
Ask for referrals two weeks after delivery
A referral request once a client has had time to enjoy their gallery.
Rule has not been activated yet.
WhenIt is 14 day(s) after a booking
- Send "Referral request" email
Draft -- has not run yet
Send follow-up SMS after session
A text a day after the session pointing to the gallery.
Rule is intentionally turned off.
WhenIt is 1 day(s) after a booking
- Send SMS: "Thanks again for booking with us -- your gallery is on the way!"
Never run