Workflow Automations

Trigger-based follow-ups, reminders, and cross-channel campaigns

New lead — 5-min auto-reply

Trigger: New lead created

Send SMS

Assign to Bea

Create task

Active

428 runs

Appointment confirmation (24h)

Trigger: Appointment booked

Wait 24h

Send WhatsApp

Active

1,204 runs

Appointment reminder (2h)

Trigger: Appointment booked

Wait until T-2h

Send SMS

Active

1,198 runs

Missed appointment follow-up

Trigger: Patient did not show

Send SMS

Create task

Active

46 runs

Post-treatment check-in (D+2)

Trigger: Treatment completed

Wait 2d

Send WhatsApp

Attach aftercare

Active

512 runs

Rebook reminder (D+45)

Trigger: Treatment completed

Wait 45d

Send SMS

Draft

0 runs

Birthday greeting

Trigger: Birthday approaching

Send Email

Send SMS

Apply 10% tag

Active

87 runs

Outstanding balance reminder

Trigger: Payment overdue

Send SMS

Create task

Paused

24 runs