Workflow · Sales
Quote accepted → thank-you and a task to deliver
When the customer accepts a quote they get a thank-you and you get the task to start the work.
3 steps · 5 apps- TriggerThe customer accepted a quoteQuotes
- 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 · Quotes
The customer accepted a quote
The flow starts the moment this happens in Quotes — 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
- Quotes
- WhatsApp
- SMS
- Email
- Tasks
To run it
- Modules switched on: Quotes, Notifications, Era
- A connected channel for the message: WhatsApp, SMS, Email
- Picking it in Era and looking it over once
Similar templates
Start with Quote accepted → thank-you and a task to deliver
Runs on your own Claude or ChatGPT subscription, or your API key.