Automations: Triggers for Clients, Deals, Calls and Texts

More of what happens in your workspace can start a workflow: a lead converting to a client, a subscription change or failed payment, a new deal, a finished team call, an inbound Slack or Telegram message, or a contact texting STOP. Waits can be timed to the event — two hours before a booking, say.

• Client lifecycle starters, like a welcome on conversion and a payment-failed reminder
• Wait relative to the event time, with booking reminder starters
• Automate menus on clients, tasks, requests, bookings and the Sales Workspace