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Automations with a human in the loop
Triggers, actions and handoffs for bookings and follow-ups.
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The problem.
Follow-ups slip when they depend on someone remembering.
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What it looks like.
Example workflow
- Trigger: estimate booked
- Action: confirmation SMS
- Action: reminder 24 h before
- Handoff: no-show → call from owner
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How it works.
- 01
Trigger
An event in your pipeline.
- 02
Action
Message, task or booking.
- 03
Handoff
A person takes over.
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What you get.
- Booking and follow-up workflows
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Pricing.
Marketing automation
Included in plans
Available across bundles; integrations listed only where documented.
Build a custom plan or pick a package. Yearly billing saves 28%.
Open the plan builder07 / 8 · Marketing automation
Common questions.
Which tools does it connect to?
Only documented integrations are offered. Ask us about yours.
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