Total Workflows
8
Active
7
Total Executions
200
Success Rate
90%
Welcome New Client
Send a welcome email and create onboarding tasks when a new client is added.
New client created
24 runsLast: 2024-01-20
Invoice Overdue Follow-up
Automatically send reminder emails when invoices become overdue.
Invoice past due date
18 runsLast: 2024-01-19
+1
Project Milestone Notification
Notify clients and team when project milestones are reached.
Project milestone completed
42 runsLast: 2024-01-18
Proposal Accepted → Create Project
Automatically create a new project and send confirmation when a proposal is accepted.
Proposal status changed to accepted
8 runsLast: 2024-01-15
Session Reminder
Send reminder emails 24 hours before scheduled studio sessions.
Session starts in 24 hours
56 runsLast: 2024-01-21
Project Completion Follow-up
Send feedback questionnaire and thank you email when a project is marked complete.
Project status changed to completed
12 runsLast: 2024-01-10
Lead Nurture Sequence
Automated email sequence for new leads to convert them into clients.
New lead added
31 runsLast: 2024-01-17
+1
Contract Expiry Alert
Alert team and client when a contract is about to expire.
Contract expires in 7 days
9 runsLast: 2024-01-16