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Automations

7
Creating new records is disabled in the product demo.
  • Active5of 7 automations
  • Needs attention1with a failed run this week
  • Runs today10since midnight
  • Success rate97%30 runs in the last 7 days
  • Enquiry acknowledgement — needs attention: last failure Tom Bradley, No email address on the enquiry.Replies to new enquiries as soon as they arriveTrigger New enquiry received
    ErrorRan 3 runs today · failed Today 07:42
  • Unassigned enquiry alertFlags enquiries nobody has picked up within two hoursTrigger Enquiry unassigned for 2 hours
    ActiveRan 1 run today
  • Quote follow-upNudges customers who have gone quiet on a quoteTrigger Quote unanswered for 3 days
    PausedRan No runs today
  • Appointment reminderReminds customers and engineers the day before a visitTrigger Visit or job due tomorrow
    ActiveRan 1 run today
  • Job completion follow-upThanks the customer after a job and asks for a reviewTrigger Job marked Completed
    ActiveRan 1 run today
  • Failed acknowledgement recoveryMakes sure a missed acknowledgement is picked up by a personTrigger Acknowledgement fails
    ActiveRan 1 run today
  • Customer matchingLinks new enquiries to customers already on the booksTrigger New enquiry received
    ActiveRan 3 runs today
Error
This action is disabled in the product demo.

Enquiry acknowledgement

Replies to new enquiries as soon as they arrive

Last run failed: Tom Bradley's phone enquiry has no email address. Handed to Failed acknowledgement recovery.

Workflow

  1. TriggerNew enquiry receivedWebsite form, email, phone note, WhatsApp or directory
  2. ConditionHas an email address?
    1. Yes
      1. ActionSend acknowledgement email
      2. ActionLog activity on the enquiry
    2. No
      1. FailsFail — no email address

Recent runs

15 in total
WhenRunResultTook
Zoe Bennett · ENQ-10214Acknowledgement emailed to zoe.bennett@outlook.comSuccess1.4s
Rachel Hurst · ENQ-10213Acknowledgement emailed to rachel.hurst@gmail.comSuccess0.8s
Tom Bradley · ENQ-10212No email address on the enquiryFailed0.9s
Priya Nair · ENQ-10211Acknowledgement emailed to priya.nair@icloud.comSuccess1.4s
Nadia Khan · ENQ-10210Acknowledgement emailed to nadia.khan@gmail.comSuccess1.2s
Ashford Lettings · ENQ-10209Acknowledgement emailed to ben@ashfordlettings-mcr.co.ukSuccess1.0s
Fiona Gallagher · ENQ-10208Acknowledgement emailed to fiona.gallagher@btinternet.comSuccess1.2s
Marcus Oyelaran · ENQ-10207Acknowledgement emailed to m.oyelaran@gmail.comSuccess1.2s

About

Owner
System
Channels
Email, Needs attention
Created
Updated