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 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.

Templates are copied inactive. Review the settings and enable the automation when you are happy with it. Quote templates appear only if quotes are enabled; conversation templates appear only if conversations are enabled.

Attempt to convert open quote

Sends two recovery attempts for open quotes over 100 EUR.

Setting	Value
Trigger	Quote Created
Condition	Value > 100 AND State = Open
Actions	Send quote recovery at 60 min, Send quote recovery at 90 min

Best for: Converting abandoned quotes before they go cold.

See a detailed quote recovery example.

Automatically close open quotes after 4h

Cancels quotes still open after 4 hours.

Setting	Value
Trigger	Quote Created
Condition	State = Open
Actions	Change quote status to "Quote cancelled by automation" 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 of big quotes

Notifies the customer's salesman immediately when an open quote exceeds 1000 EUR.

Setting	Value
Trigger	Quote Created
Condition	Value > 1000 AND State = Open
Actions	Send notification to Customer Salesman, immediately

Best for: Ensuring high-value opportunities get immediate attention.

Notify assignee when a tag is applied

Tells whoever holds the conversation that someone tagged it by hand.

Setting	Value
Trigger	Conversation Tagged
Condition	Tagged by = Manual
Actions	Send notification to Conversation Assignee, In-app & Email, immediately

Best for: Keeping the assignee in the loop when a colleague flags something on their conversation.

See a fuller escalation example.

Close spam conversations

Closes an arriving conversation whose subject matches keywords you choose.

Setting	Value
Trigger	New Conversation
Condition	Message subject contains — fill in your keywords
Actions	Close conversation, immediately

Best for: Keeping newsletters and automated mail out of the inbox.

This template ships with an empty keyword, which matches nothing. Fill in the subject keywords before enabling it, otherwise the automation never runs.

Customizing Templates

After copying a template, adjust values to fit your business:

Value thresholds — Match your typical quote sizes
Delay times — Set based on your response time goals
Recipients — Route notifications to the right people
Keywords — Make text conditions specific enough to avoid false matches

Next Steps

Examples

See detailed automation recipes.

Getting Started

Learn how to create and manage automations.

Actions

Define what happens when automations trigger.

Examples

Real-world automation recipes for common scenarios.