Set your follow-ups once and let them run at the right moment.
The same messages go out on every job: the welcome, the reminder, the delivery note. Workflows let you set those once so they fire at the right moment without you remembering.
Define the steps once
Lay out the emails that belong to a stage of your process. When a job reaches that stage, the workflow runs, so every client gets the same considered follow-up.
Reliable, not spammy
The engine is built so a step runs once and only once, even if something retries behind the scenes. No client gets the same email twice, and nothing gets silently dropped.
Triggered by real events
Workflows can start from things that actually happen in a job, like a proposal being accepted, so the right message follows the right moment on its own.
- Reusable email steps for each stage
- Every step runs exactly once
- Started by real events in the job
Be first in when we open
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Questions, answered
What can workflows do?
In this version, workflows send the emails that belong to each stage of your process, automatically and at the right moment, so your follow-up is consistent on every job.
Will a client ever get the same email twice?
No. The engine is designed so each step runs exactly once, even if it has to retry behind the scenes, so there are no duplicate sends and no missed steps.
How do workflows start?
A workflow can be triggered by a real event in a job, such as a proposal being accepted, so the next message follows the moment it belongs to without any manual step.
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