Templates
Don’t start from zero. Pick one and Era sets it up.
Setups made for your kind of business, workflows that do the work for you, and ready websites with their own photos. All from Era’s own catalogue.
98 templates
WorkflowSales
New lead → assign to me and add a follow-up task
Every captured lead is assigned to you, with a task to call them.
2 stepsViewWorkflowSales
New lead → welcome SMS
Sends a short welcome message through the connected SMS channel when a lead is captured.
1 stepsViewWorkflowSales
Website contact form → welcome email
Thanks the person who wrote in through the site, and gives you a task to answer.
2 stepsViewWorkflowBookings
Appointment booked → reminder 24 hours before
Waits until a day before the appointment, then sends the booking reminder.
2 stepsViewWorkflowBookings
Appointment cancelled → task to fill the slot
A cancelled slot is revenue lost unless somebody offers it to the waiting list.
1 stepsViewWorkflowShop
Order placed → post to Slack
Every new order appears in a Slack channel with its number and total.
1 stepsViewWorkflowShop
Large order → approval before confirming
Orders above 1,000 wait for a person to approve them, then are confirmed.
2 stepsViewWorkflowShop
Stock running low → reorder task
When a variant drops under its threshold, somebody is asked to reorder.
1 stepsViewWorkflowInbox
Conversation unassigned for 30 minutes → notify me
If nobody picks up a new conversation within 30 minutes you get a task. Assigning it first cancels the wait.
2 stepsViewWorkflowInbox
SLA missed → mark urgent
A conversation that missed its SLA is raised to urgent so it tops the queue.
1 stepsViewWorkflowInbox
Unhappy CSAT → follow-up task
A rating of 2 or less becomes a task to call the customer back.
2 stepsViewWorkflowFinance
Invoice issued → email it to the customer
Issuing an invoice sends it, so nobody forgets the second click.
1 stepsView
12 of 98 templates