Workflows for what you build.

Confirms a booked call, reminds the client the day before and an hour out, sends the join link, and recovers a no-show.

1. Call confirmedSent when a booking is confirmed.
2. Tomorrow's callSent the day before the appointment.
3. Hour-before reminderSent about an hour before the appointment.
4. Join-now linkSent shortly before a video appointment, carrying the join link.
5. We missed youSent after a missed appointment.

Moves a sent proposal to a signed engagement before it goes cold.

1. Proposal ready to signSent when a document is ready for the recipient's e-signature.
2. Still unsignedSent when a document is still unsigned after the initial request.
3. Signature receivedSent when all required signatures are in and the document is executed.

Gets the practice's invoices delivered, paid, and receipted on net terms.

1. Invoice readySent when a new invoice is issued, with the amount in the text.
2. Past dueSent when a balance is overdue, with the amount in the text.
3. Payment receivedSent when a payment arrives, with the amount in the text.

Tells the client when a deliverable is ready, and checks in when an engagement goes quiet.

1. Deliverable readySent when a digital deliverable is generated and ready to access.
2. Engagement check-inSent when the developer's system detects user friction.

Verifies the consultant's phone, flags a lapsing trial or a declined card, and confirms sensitive account changes.

1. Verify phoneSent when a user verifies their phone at signup.
2. Trial endingSent a few days before a trial ends.
3. Card declinedSent when a customer's card is declined.
4. New sign-inSent when an account is accessed from a new device.
5. Confirm changeSent before a sensitive action — withdrawal, payment change, ownership transfer.