Automation Rules

Simple if-this-then-that rules running quietly in the background.

When

A new lead is created

Then

Send New Lead Response template via SMS

Active

When

Quote is marked sent

Then

Schedule follow-up for next day (Quote FU Day 1)

Active

When

Job is marked won/completed

Then

Send Review Request template

Active

When

Lead inactive for 7 days

Then

Schedule reactivation message

Active

When

Customer has not booked in 90 days

Then

Add to reactivation list

Paused