Workflow · Marketing
New customer added → welcome message
Every new customer — from the site, a booking, an order or by hand — gets a welcome a few minutes later.
3 steps · 5 apps- TriggerA new customer was addedCustomers
- 1FlowWait a whileWorkflow
- 2ActionMessage the customer on WhatsAppWhatsAppWhatsAppSMSEmail
- 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 · Customers
A new customer was added
The flow starts the moment this happens in Customers — nobody needs to press a button.
- 2
Flow · Workflow
Wait a while
The flow waits for the set time, then carries on.
- 3
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.
Apps it uses
- Customers
- Workflow
- WhatsApp
- SMS
- Email
To run it
- Modules switched on: Customers, Notifications
- A connected channel for the message: WhatsApp, SMS, Email
- Picking it in Era and looking it over once
Similar templates
Start with New customer added → welcome message
Runs on your own Claude or ChatGPT subscription, or your API key.