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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
Appointment Status: runs on all appointment status updates
Customer Booked Appointment: the customer booked an appointment themselves
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
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
Call Status: Runs on outbound and inbound calls
Email Events: runs on specific email events
Facebook Lead Form Submitted: runs when the lead submits your Facebook Form
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
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
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