Automations & Workflows

Build workflows from the Automations section. Each workflow has a trigger (what starts it), conditions (when it should run), and actions (what it does). Common workflows: follow-up after inquiry, payment reminder, post-event thank you.

Triggers include: new contact created, deal stage changed, invoice overdue, form submitted, booking confirmed, and more. Add conditions to filter when the workflow runs (e.g., only for wedding contacts, only for deals over $1,000).

Send automated emails at the right time. Use email templates with merge fields (client name, event date, invoice amount). Schedule emails with delays (e.g., send 3 days after inquiry, 1 week before event).

Automatically create tasks when triggers fire. Assign tasks to team members with due dates. Common automated tasks: send contract, prepare gear, edit photos, deliver gallery.

Start with pre-built workflow templates for common creative business scenarios. Templates are customizable after installation. Share workflows across team members for consistent client experiences.