Workflow · Sales
Deal won → welcome the new customer
When a lead is won the customer gets a welcome and you get an onboarding task.
3 steps · 5 apps- TriggerA lead was wonSales
- 1ActionMessage the customer on WhatsAppWhatsAppWhatsAppSMSEmail
- 2ActionCreate a taskTasks
- 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
Trigger · Sales
A lead was won
The flow starts the moment this happens in Sales — nobody needs to press a button.
- 2
Action · WhatsApp
Message the customer on WhatsApp
The customer gets a message by WhatsApp, SMS or Email — whichever reaches them first. You write the text when you set it up.
- 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
- Sales
- WhatsApp
- SMS
- Email
- Tasks
To run it
- Modules switched on: Sales, Notifications, Era
- A connected channel for the message: WhatsApp, SMS, Email
- Picking it in Era and looking it over once
Similar templates
Start with Deal won → welcome the new customer
Runs on your own Claude or ChatGPT subscription, or your API key.