Automations
Templates
Pre-built automations to get started quickly.
Use pre-built automation templates to get started quickly. Templates provide proven workflows that you can customize to fit your needs.
Quick Overview: Browse templates, copy one that fits your needs, and customize it for your business.
Accessing Templates
- Navigate to Settings > Automations
- Click the + button to create a new automation
- Select the Templates tab
- Browse available templates
- Click Copy on a template to use it
The template opens in the editor with "(copy)" appended to the name. Customize it and save.
Available Templates
Attempt to Convert Open Quote
Sends recovery attempts at 1 hour and 3 hours for quotes over 100 EUR.
| Setting | Value |
|---|---|
| Trigger | Quote Created |
| Condition | Value > 100 |
| Actions | Send Quote Recovery at 60 min, Send Quote Recovery at 180 min |
Best for: Converting abandoned quotes before they go cold.
Automatically Close Open Quotes
Changes quote status to Closed after 4 hours.
| Setting | Value |
|---|---|
| Trigger | Quote Created |
| Condition | None (all quotes) |
| Actions | Change Quote Status to Closed at 240 min |
Best for: Keeping your quote pipeline clean by automatically closing quotes that weren't converted.
Combine this with a recovery template to first attempt conversion, then close if unsuccessful.
Send Notifications for Big Quotes
Notifies the salesman immediately when a quote exceeds 1000 EUR.
| Setting | Value |
|---|---|
| Trigger | Quote Created |
| Condition | Value > 1000 |
| Actions | Send Notification immediately |
Best for: Ensuring high-value opportunities get immediate attention.
Customizing Templates
After copying a template, adjust values to fit your business:
- Value thresholds — Match your typical order sizes
- Delay times — Set based on your response time goals
- Recipients — Route notifications to the right people