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Workflow · Sales

Website contact form → welcome email

Thanks the person who wrote in through the site, and gives you a task to answer.

Use in EraAll templates
3 steps · 3 apps
How it looks in the workflow editor
  1. Trigger
    Somebody filled in the contact formWebsite
  2. 1Action
    Send an emailEmail
  3. 2Action
    Create a taskTasks
  4. DoneLogged in the run history

How it works

3 steps. Once set up it runs by itself; every run shows step by step in the flow’s history.

  1. 1

    Trigger · Website

    Somebody filled in the contact form

    The flow starts the moment this happens in Website — nobody needs to press a button.

  2. 2

    Action · Email

    Send an email

    An email goes to the person.

  3. 3

    Action · Tasks

    Create a task

    A task with its description is opened for someone on your team; it shows in the task list and notifications.

Apps it uses

  • Website
  • Email
  • Tasks

To run it

  • Modules switched on: Website, Notifications, Era
  • Picking it in Era and looking it over once

Business setups that include this workflow

Similar templates

Start with Website contact form → welcome email

Runs on your own Claude or ChatGPT subscription, or your API key.

Use in Era