Business Automations That Run Lead Follow-Up, Reminders, and Workflows
Put your routine communication on autopilot. Automatically text new leads in under 60 seconds, send appointment reminders, and nurture cold prospects without manual data entry or late-night replies.
Instant Follow-Up Now, Automated Nurturing After
A new lead gets an instant text, an email confirmation, and a staff alert the second the form comes in — within 60 seconds, day or night. The ones who aren’t ready yet drop into a nurture sequence that keeps checking in for weeks, so a slow lead never becomes a lost one.
17
tasks overdue
Follow up with Sarah M.
2 days overdue
Send review request to Jake R.
5 days overdue
Reminder text for Thursday appt
Missed
Send proposal to Mike T.
Forgot
Nurture email to cold leads
1 week overdue
Trigger: Form Submitted
Trigger: Appointment Booked
Trigger: Payment Received
Visual Workflow Builder Tailored to How You Actually Work
Map out custom follow-up sequences in a visual builder. Set triggers based on what a client does — submitting a form, missing a call, clicking a link — and use conditional logic to route each contact down the exact path you choose, with no monitoring on your end. Pre-built templates cover the most common setups so you never start from scratch.
Automated Appointment Reminders and Review Requests
Cut no-shows with automated text and email reminders before every scheduled job. Once the work is marked complete, the system sends a review request while the experience is still fresh — so asking for reviews stops depending on you remembering to do it.
Automation Log
Live
Sat 11:02 PM
✓
Welcome email sent to new lead
Sat 11:03 PM
✓
SMS follow-up queued (2 days)
Mon 9:00 AM
✓
Follow-up email sent
Tue 10:15 AM
✓
Lead booked appointment
Wed 3:00 PM
✓
Reminder SMS sent
Thu 5:30 PM
✓
Review request fired
What’s in Your Automation Engine
Everything you need to automate your business workflows.
| Feature | What You Get |
|---|---|
| Triggers | 34+ across CRM, appointments, payments, forms, and more |
| Actions | 100+ — emails, texts, tags, pipeline moves, tasks, webhooks |
| IF/ELSE branching | Conditional paths based on lead behavior |
| Wait steps | Control timing down to the minute |
| AI Workflow Builder | Describe in plain English, get a full workflow |
| Pre-built templates | Common automations ready out of the box |
| External app integrations | Google Sheets, Slack, webhooks, and external API calls |
| Pipeline automation | Move deals through stages automatically |
| Multi-channel | Email, SMS, and more — all in one workflow |
| See Pricing |
Automation platforms like Zapier cost $240–$840/yr. Yours is included.
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