Workflow · Bookings
Home visit scheduled → date and time to the customer
When a home visit is put on somebody’s route the customer gets the date and time.
2 steps · 4 apps- TriggerA home visit was put on somebody’s routeHome service
- 1ActionMessage the customer on WhatsAppWhatsAppWhatsAppSMSEmail
- 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 · Home service
A home visit was put on somebody’s route
The flow starts the moment this happens in Home service — 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.
Apps it uses
- Home service
- WhatsApp
- SMS
- Email
To run it
- Modules switched on: Home service, Notifications
- A connected channel for the message: WhatsApp, SMS, Email
- Picking it in Era and looking it over once
Similar templates
Start with Home visit scheduled → date and time to the customer
Runs on your own Claude or ChatGPT subscription, or your API key.