Use The Power of A.I. in Your Workflows

A.I. Workflows

Software automation serves to take over existing processes that are repetitive, or speed up processes that take too much manual action to accomplish.

Things like sending a SMS or email when an event occurs, or categorizing and documenting when other things occur are two examples of such redundant activities.

Many companies conduct some of the same activities, so creating workflows isn't a difficult task. On this page you will find a list of the common triggers in our software that our workflows are built upon.

Our Most Common Workflow Triggers

Appointments

  • Appointment Status: runs on all appointment status updates

  • Customer Booked Appointment: the customer booked an appointment themselves

Contact

  • Birthday reminder: runs on customer’s birthday (if in their Contact Record)

  • Contact Changed: Runs when a contact data is updated

  • Contact Created: Runs when a new contact record is added

  • Contact Tag: runs when tags are added or removed

  • Custom Date Reminder: runs on a custom date

  • Note Added: runs when a note is added to the contact

  • Note Changed: runs when a note is modified

  • Task Added: runs when a task is added for the contact

  • Task Reminder: reminds that the task is due

Contact Actions

  • Customer Replied: a contact responded to the workflow

  • Form Submitted: runs when a form is submitted

  • Order Form Submission: runs when a contact submits an order form

  • Survey Submitted: runs when a survey is submitted

  • Trigger Link Clicked: runs when a trigger link is clicked

Events

  • Call Status: Runs on outbound and inbound calls

  • Email Events: runs on specific email events

Facebook

  • Facebook Lead Form Submitted: runs when the lead submits your Facebook Form

Membership

  • Category Completed: runs when a category of specified product gets completed

  • Membership New Signup: a customer.lead subscribed for a membership

  • Offer Access Granted: runs when access to offer is granted

  • Offer Access Removed: runs when access to offer is removed

  • Product Access Granted: runs when access to product is granted

  • Product Access Removed: runs when access to product is removed

  • Product Completed: runs when product is completed

  • User Login: runs when user logs in to membership

Opportunities

  • Opportunity Status Changed: runs when the opportunity status is changed

  • Pipeline Stage Changed: runs when the pipeline stage is updated for the opportunity

  • Stale Opportunities: runs when opportunities are older than a set time duration

Payments

  • Invoice: runs when an invoice is paid or sent

There are many more variations within each trigger that can be used to further refine your trigger events. As you can see however, with this level of control you can apply as little or as much automation to your business as you want. Schedule a demo to see for yourself

The Real Reason For Automation

Getting Better Results

When you get your workflow running smoothly, it's like greasing the wheels for more cash flow. By cutting out the slow bits and making things run slicker, you're getting stuff done faster and getting paid quicker.

Plus, when you're not wasting time and resources, you've got more room to focus on what really matters – like keeping customers happy and bringing in that sweet revenue.

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Simplifying Workflow Automation Through Technology