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Workflow · Bookings

Booked by phone → confirmation message

When Era books an appointment on a call, the caller also gets the booking in writing.

Use in EraAll templates
2 steps · 3 apps
How it looks in the workflow editor
  1. Trigger
    Era booked an appointment on a callVoice
  2. 1Action
    Message the customer on WhatsAppWhatsApp
    WhatsAppSMS
  3. 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. 1

    Trigger · Voice

    Era booked an appointment on a call

    The flow starts the moment this happens in Voice — nobody needs to press a button.

  2. 2

    Action · WhatsApp

    Message the customer on WhatsApp

    The customer gets a message by WhatsApp or SMS — whichever reaches them first. You write the text when you set it up.

Apps it uses

  • Voice
  • WhatsApp
  • SMS

To run it

  • Modules switched on: Voice, Notifications
  • A connected channel for the message: WhatsApp, SMS
  • Picking it in Era and looking it over once

Similar templates

Start with Booked by phone → confirmation message

Runs on your own Claude or ChatGPT subscription, or your API key.

Use in Era