Workflow · Website
Customer signs up on the website → welcome
Someone who creates an account on your site gets a welcome message from you.
2 steps · 4 apps- TriggerA customer made a site accountCustomers
- 1ActionMessage the customer on WhatsAppWhatsAppEmailWhatsAppSMS
- DoneLogged in the run history
How it works
2 steps. Once set up it runs by itself; every run shows step by step in the flow’s history.
- 1
Trigger · Customers
A customer made a site account
The flow starts the moment this happens in Customers — nobody needs to press a button.
- 2
Action · WhatsApp
Message the customer on WhatsApp
The customer gets a message by Email, WhatsApp or SMS — whichever reaches them first. You write the text when you set it up.
Apps it uses
- Customers
- WhatsApp
- Email
- SMS
To run it
- Modules switched on: Customers, Notifications
- A connected channel for the message: Email, WhatsApp, SMS
- Picking it in Era and looking it over once
Similar templates
Start with Customer signs up on the website → welcome
Runs on your own Claude or ChatGPT subscription, or your API key.