CRM · guide
Templates and automations
Reusable doc templates and event-triggered workflows.
Templates and automations
Document templates
Save any estimate, invoice, or email as a template:
- CRM → Templates → New
- Placeholders:
{{contact.first_name}},{{deal.value}},{{today}}, … - Restrict per team / role
Automations
Event-triggered workflows. CRM → Automations → New.
Triggers:
- Form submission
- Contact created / tagged
- Deal stage change
- Invoice paid / overdue
- Booking created / cancelled
- Scheduled (cron)
Actions:
- Send email (template)
- Send SMS
- Create task
- Update contact / deal field
- Add / remove tag
- Post to Slack
- Call webhook
- Wait N minutes / hours / days
Chain actions with conditional branches (if/else).
Example: 3-day nurture
- Trigger: Contact created with tag
hvac-lead - Send email "How to save on cooling costs"
- Wait 2 days
- If not replied → send email "Free duct inspection"
- Wait 1 day → create task for sales owner