Real automations.
Built for your industry.

Lead Generation

Instant Lead Capture

Form submissions automatically captured and enrolled — personalised follow-up fires before the lead has left your site.

• 1 Form → Enquiry form submitted (trigger)
• 2 HubSpot → Contact created & scored in CRM
• 3 Gmail → Personalised welcome email sent instantly

eCommerce

Post-Purchase Review Request

Fulfilled orders trigger a review request automatically — then the customer lands in your loyalty programme without any manual work.

• 1 Shopify → Order marked fulfilled (trigger)
• 2 Gmail → Personalised review request sent
• 3 Mailchimp → Customer added to loyalty list

Operations

New Staff Onboarding

New hire completes a form and the whole team knows what to do — no manual coordination, no missed steps.

• 1 Google Forms → Onboarding form completed (trigger)
• 2 Slack → Welcome message posted to team channel
• 3 Gmail → Manager receives onboarding checklist

Sales

Deal Stage Update to Team

Deal stage changes trigger an instant, automatic stakeholder update — no weekly pipeline call required.

• 1 HubSpot → Deal stage updated (trigger)
• 2 Gmail → Summary email sent to stakeholders
• 3 Slack → Team notified instantly

Coaching

Session Booking Confirmation

Every new booking triggers an instant confirmation, prep materials, and CRM entry — all automatically, while you focus on your clients.

• 1 Calendly → Session booked (trigger)
• 2 Gmail → Confirmation & prep materials sent
• 3 HubSpot → Contact & booking logged in CRM

Real Estate

Property Enquiry Follow-Up

A property enquiry triggers an instant personalised response and an agent alert — even at 2am on a Sunday.

• 1 Form → Property enquiry submitted (trigger)
• 2 Gmail → Personalised response sent within seconds
• 3 Slack → Agent alerted with full enquiry details

Lead Generation

Lead Distribution to Multiple Teams

One form submission fans out to three systems simultaneously — CRM, team chat, and reporting all updated in the same instant.

• 1 Form → Lead form submitted (trigger)
• 2 HubSpot → Contact created in CRM
• 3 Slack → Sales team alerted
• 4 Google Sheets → Lead logged in tracking sheet

Steps 2 – 4 fire simultaneously the moment the form is submitted.

eCommerce

New Order Notification

A new Shopify order instantly notifies your customer, alerts your team, and updates your reporting — zero manual effort.

• 1 Shopify → New order placed (trigger)
• 2 Gmail → Customer confirmation sent
• 3 Slack → Sales team alerted instantly
• 4 Google Sheets → Sale automatically logged

Steps 2 – 4 fire simultaneously the moment an order is placed.

Operations

Support Ticket Routing

An inbound support email instantly creates a ticket, alerts the team, and logs the issue — all in one automated step.

• 1 Gmail → Support email received (trigger)
• 2 HubSpot → Support ticket created in CRM
• 3 Slack → Support team alerted immediately
• 4 Google Sheets → Issue logged for reporting

Steps 2 – 4 fire simultaneously when the email arrives.

Finance

Invoice Payment Alert

A paid invoice confirms with the client, notifies your team, and updates your cashflow tracker — simultaneously.

• 1 Xero → Invoice marked paid (trigger)
• 2 Gmail → Payment confirmation sent to client
• 3 Slack → Finance team notified
• 4 Google Sheets → Cashflow tracker updated

Steps 2 – 4 fire simultaneously the moment payment is detected.

Sales

Deal Won — Celebrate & Act

Closing a deal triggers a client welcome, a team celebration, and revenue tracking — everything happens in the same second.

• 1 HubSpot → Deal marked Closed Won (trigger)
• 2 Gmail → Client welcome email sent
• 3 Slack → Team celebration & notification
• 4 Google Sheets → Revenue automatically logged

Steps 2 – 4 fire simultaneously the moment a deal is won.

Coaching

New Client Onboarding Blast

An intake form fans out to three systems — the client gets a welcome, you get notified, and the CRM is updated instantly.

• 1 Form → Intake form submitted (trigger)
• 2 Gmail → Welcome & onboarding email sent
• 3 Slack → Coach notified with client details
• 4 HubSpot → CRM contact created & tagged

Steps 2 – 4 fire simultaneously the moment the intake form is submitted.

Lead Generation

Lead Qualification Pipeline

A single form triggers two parallel actions simultaneously — converging to route only qualified leads to your sales team.

• 1 Form → Form submitted (trigger)
• 2 HubSpot → CRM contact created & scored
• 3 Gmail → Personalised acknowledgement sent
• 4 Slack → Qualified leads routed to sales

Steps 2 & 3 run in parallel. Step 4 triggers once both complete.

eCommerce

Order Fulfilment Pipeline

Order confirmation triggers parallel finance and inventory updates — both must complete before the fulfilment team is notified.

• 1 Shopify → Order confirmed (trigger)
• 2 Xero → Invoice automatically created
• 3 Google Sheets → Inventory count updated
• 4 Slack → Fulfilment team notified to ship

Steps 2 & 3 run in parallel. Step 4 triggers once both complete.

Real Estate

Property Listing Lead Pipeline

A listing enquiry triggers two parallel actions — instant response and CRM logging — before routing hot leads to the right agent.

• 1 Form → Listing enquiry submitted (trigger)
• 2 Gmail → Auto-response sent to prospect
• 3 HubSpot → Lead logged & scored in CRM
• 4 Slack → Hot leads routed to agents

Steps 2 & 3 run in parallel. Step 4 triggers once both complete.

Real Estate

Appraisal Booking to Agent Briefing

Calendly appraisal booking kicks off a chain — CRM updated, confirmation email sent, SMS reminder fires the night before, and the agent is briefed on Slack before they walk in.

• 1 Calendly → Appraisal booked online (trigger)
• 2 CRM → Vendor contact created in CRM
• 3 Email → Confirmation & pre-appraisal questions sent
• 4 SMS → Reminder SMS fires 24 hrs before appointment
• 5 Slack → Agent briefed with vendor details & property notes

Real Estate

Vendor Campaign Report Broadcast

A weekly vendor update form fans out instantly — report emailed to the vendor, data logged to your tracking sheet, and your principal alerted on WhatsApp.

• 1 Form → Vendor update data collected (trigger)
• 2 Gmail → Personalised campaign report sent to vendor
• 3 Google Sheets → Enquiry & inspection data logged
• 4 WhatsApp → Principal receives instant campaign summary

Steps 2 – 4 fire simultaneously once the form is submitted.

Real Estate

Auction Buyer Registration Pipeline

Auction registration fans into three parallel actions — buyer logged in CRM, contract sent via DocuSign, confirmation emailed — then a final SMS reminder fires the morning of auction.

• 1 Form → Auction registration submitted (trigger)
• 2 CRM → Buyer contact created & tagged
• 3 DocuSign → Bidder terms sent for e-signature
• 4 Email → Registration confirmation & details emailed
• 5 SMS → Auction day reminder SMS fires morning of event

Steps 2 – 4 run in parallel. Step 5 triggers once all three complete.

Real Estate

Rental Application Smart Sort

A rental application fans into three parallel processes — CRM entry, data log, and tenancy agreement — then qualified applicants get an email, and the property manager gets a Slack alert.

• 1 Google Forms → Rental application submitted (trigger)
• 2 CRM → Applicant contact created & scored
• 3 Google Sheets → Application data logged for tracking
• 4 DocuSign → Tenancy agreement sent to approved applicant
• 5 Email → Approval confirmation emailed to applicant
• 6 Slack → Property manager alerted with application status

Steps 2 – 4 run in parallel. Steps 5 and 6 trigger from their respective branches.

Fitness & Wellness

Mindbody New Member Welcome

The moment a new member enrolls in Mindbody, a welcome email fires, an SMS goes out, and your front desk team is notified on Slack — all before you even know they signed up.

• 1 Mindbody → New client enrolled (trigger)
• 2 Email → Personalised welcome email with class schedule sent
• 3 SMS → Welcome SMS with studio address & first class tip
• 4 Slack → Front desk team alerted to greet new member

Fitness & Wellness

No-Show Re-Engagement Sequence

Mindbody marks a client as no-show and the re-engagement sequence fires automatically — email, SMS, and ActiveCampaign drip all kick in, while the trainer is quietly alerted.

• 1 Mindbody → Client marked as no-show (trigger)
• 2 Email → "We missed you" email sent with reschedule link
• 3 SMS → SMS follow-up 2 hours later
• 4 ActiveCampaign → Enrolled in 7-day re-engagement drip
• 5 Slack → Trainer notified to reach out personally

Fitness & Wellness

Membership Renewal Reminder Blitz

ActiveCampaign spots a membership expiring in 30 days and fires three parallel reminders — email, SMS, and WhatsApp — all converging into Mindbody to process the renewal.

• 1 ActiveCampaign → Membership expiry detected 30 days out (trigger)
• 2 Email → Renewal offer email with discount code
• 3 SMS → SMS nudge 7 days before expiry
• 4 WhatsApp → Personal WhatsApp message day before expiry
• 5 Mindbody → Renewal processed & membership extended

Steps 2 – 4 run in parallel. Step 5 triggers once renewal is confirmed.

Fitness & Wellness

Personal Training Client Kickoff

A new PT intake form fans into three parallel steps — welcome email, consent form via DocuSign, and first session booking via Calendly — then the trainer is briefed on Slack.

• 1 Form → PT intake form submitted (trigger)
• 2 Email → Welcome email with goals & expectations sent
• 3 DocuSign → Consent & liability form sent for e-signature
• 4 Calendly → First session booking link sent automatically
• 5 Slack → Trainer briefed with new client details

Steps 2 – 4 run in parallel. Step 5 triggers once all three complete.

Hospitality

Online Reservation to Kitchen Alert

Online booking confirmed → CRM updated → email confirmation to diner → SMS reminder the day before → Slack alert to kitchen team with party size and dietary notes.

• 1 Google Forms → Online reservation submitted (trigger)
• 2 CRM → Guest profile created & booking logged
• 3 Email → Confirmation email sent to diner
• 4 SMS → Reminder SMS fires 24 hrs before reservation
• 5 Slack → Kitchen & floor team briefed with guest details

Hospitality

Catering Enquiry to Quote

A catering enquiry form instantly triggers a personalised reply, generates a Xero quote, and logs the lead in your CRM — all before you've had your morning coffee.

• 1 Form → Catering enquiry form submitted (trigger)
• 2 Gmail → Auto-reply sent with availability & menu options
• 3 Xero → Quote generated from enquiry details
• 4 CRM → Lead logged with event date & requirements

Hospitality

VIP Guest Recognition Blast

A VIP guest visit logged in your tracking sheet triggers three simultaneous touchpoints — personal thank-you email, exclusive offer via SMS, and a Messenger message from the owner.

• 1 Google Sheets → VIP guest visit recorded (trigger)
• 2 Email → Personal thank-you note with tailored offer
• 3 SMS → Exclusive VIP discount SMS sent immediately
• 4 Messenger → Personal Messenger message from the owner

Steps 2 – 4 fire simultaneously the moment the visit is logged.

Hospitality

Weekly Specials Broadcast

Staff submit the week's specials via a simple form and your entire customer base is reached simultaneously — email, SMS, WhatsApp, and Messenger — without anyone touching a phone.

• 1 Google Forms → Weekly specials submitted by staff (trigger)
• 2 Email → Newsletter blast sent to email subscribers
• 3 SMS → SMS specials alert to opted-in customers
• 4 WhatsApp → WhatsApp broadcast to regular customers
• 5 Messenger → Messenger broadcast to page followers

Steps 2 – 5 fire simultaneously the moment specials are submitted.

Hospitality

Messenger Feedback to Loyalty Loop

A diner messages your page on Messenger, their feedback is logged in Google Sheets, ActiveCampaign segments them for future offers, and a personalised follow-up email arrives days later.

• 1 Messenger → Customer messages via Messenger (trigger)
• 2 Google Sheets → Feedback & sentiment logged to tracking sheet
• 3 ActiveCampaign → Customer segmented for targeted future offers
• 4 Email → Personalised follow-up email sent 3 days later

Coaching

Discovery Call to Signed Client

Calendly call booked → CRM updated → DocuSign coaching agreement sent → onboarding email dispatched → account team alerted on Slack. From prospect to client in one seamless chain.

• 1 Calendly → Discovery call booked (trigger)
• 2 CRM → Prospect contact created & tagged "Discovery"
• 3 DocuSign → Coaching agreement sent for e-signature
• 4 Email → Welcome & onboarding email with next steps
• 5 Slack → Account team briefed on new client details

Coaching

Client Milestone Check-In

A client submits their monthly progress form and three things happen at once — they get an auto-acknowledgment, you get alerted on Slack, and their milestone is logged in the CRM.

• 1 Google Forms → Monthly progress form submitted (trigger)
• 2 Email → Auto-acknowledgment with next session prep
• 3 Slack → Coach notified of check-in with key takeaways
• 4 CRM → Milestone logged & client progress updated

Steps 2 – 4 fire simultaneously the moment the form is submitted.

Coaching

Online Programme Enrollment

Student enrols via a form → Stripe payment processed, welcome email dispatched, and ActiveCampaign drip sequence starts — then Slack notifies the whole team of the new student.

• 1 Form → Programme enrollment form submitted (trigger)
• 2 Stripe → Payment processed & receipt sent automatically
• 3 Email → Welcome email with course access & schedule
• 4 ActiveCampaign → Onboarding drip sequence started
• 5 Slack → Team notified of new student enrollment

Steps 2 – 4 run in parallel. Step 5 triggers once all three complete.

Coaching

Client Retainer Renewal

ActiveCampaign spots a retainer expiring in 30 days, sends a renewal email, fires off a DocuSign renewal agreement, and logs the outcome in your CRM — no manual follow-up needed.

• 1 ActiveCampaign → Retainer expiry detected 30 days out (trigger)
• 2 Email → Personalised renewal offer email sent
• 3 DocuSign → Renewal agreement sent for quick e-signature
• 4 CRM → Renewal status tracked in client record

Hospitality

Guest Pre-Arrival Experience

Days before check-in, an email goes out with local tips, an SMS reminder fires the morning of arrival, a preferences form is sent, and guest notes land in your CRM before they check in.

• 1 Email → Pre-arrival email with local tips & check-in info
• 2 SMS → Morning-of-arrival reminder SMS sent
• 3 Form → Dietary & preferences form sent to collect wishes
• 4 CRM → Guest preferences logged for front desk team

Hospitality

Group Booking Pipeline

A group booking enquiry triggers three parallel actions — CRM record created, detailed proposal emailed, venue agreement sent via DocuSign — then the events team is briefed on Slack.

• 1 Form → Group booking enquiry submitted (trigger)
• 2 CRM → Event contact created & requirements logged
• 3 Email → Detailed proposal & pricing emailed
• 4 DocuSign → Venue hire agreement sent for e-signature
• 5 Slack → Events team briefed on new group booking

Steps 2 – 4 run in parallel. Step 5 triggers once all three complete.

Hospitality

Post-Stay Review & Loyalty Loop

Check-out email → Google Forms review request → review data logged to Sheets → guest added to Mailchimp loyalty list → SMS offer for next stay. All triggered by a single check-out event.

• 1 Email → Check-out thank-you email sent (trigger)
• 2 Google Forms → Short review request form included in email
• 3 Google Sheets → Review response & rating logged for reporting
• 4 Mailchimp → Guest added to return-visit loyalty list
• 5 SMS → Exclusive next-stay offer SMS sent 7 days later

Hospitality

Check-In Upsell Broadcast

The moment a guest checks in, the CRM triggers five simultaneous touchpoints — spa offer email, room upgrade SMS, personal WhatsApp, Messenger loyalty offer, and a Slack alert to the concierge team.

• 1 CRM → Guest check-in recorded (trigger)
• 2 Email → Restaurant & spa offer emailed with booking link
• 3 SMS → Room upgrade offer SMS sent immediately
• 4 WhatsApp → Personal welcome WhatsApp from guest services
• 5 Messenger → Loyalty points update & exclusive offer via Messenger
• 6 Slack → Concierge team briefed on guest preferences & VIP status

Steps 2 – 6 fire simultaneously the moment the guest checks in.

Education

Course Enrollment to Access

Student enrols → Stripe processes payment → welcome email with login details fires → Slack notifies the instructor. Access granted before the student closes their browser tab.

• 1 Form → Enrollment form submitted (trigger)
• 2 Stripe → Payment processed & receipt generated
• 3 Email → Welcome email with login credentials sent
• 4 Slack → Instructor notified of new student enrollment

Education

Student Progress Check-In

Student submits a weekly progress check-in and three things happen simultaneously — results emailed to student, teacher alerted to any struggling students, and data logged to Sheets.

• 1 Google Forms → Weekly progress form submitted (trigger)
• 2 Email → Results summary emailed to student instantly
• 3 Slack → Teacher alerted if student is below threshold
• 4 Google Sheets → Progress data logged for cohort reporting

Steps 2 – 4 fire simultaneously the moment the form is submitted.

Education

Corporate Training Pipeline

Corporate training inquiry triggers three parallel processes — CRM record, DocuSign training agreement, detailed email proposal — then Calendly sends a kickoff session link.

• 1 Form → Corporate training inquiry submitted (trigger)
• 2 CRM → Corporate contact created & requirements noted
• 3 DocuSign → Training agreement sent for e-signature
• 4 Email → Proposal with outcomes & pricing emailed
• 5 Calendly → Kickoff meeting link sent automatically

Steps 2 – 4 run in parallel. Step 5 triggers once all three complete.

Education

Certificate Distribution & Share

Student passes their final assessment → certificate emailed → LinkedIn share prompt sent → SMS congratulation fired → completion data logged. Recognition happens automatically.

• 1 Google Forms → Final assessment submitted & passed (trigger)
• 2 Email → Certificate of completion emailed to student
• 3 LinkedIn → LinkedIn credential share prompt sent
• 4 SMS → Congratulations SMS with next course offer
• 5 Google Sheets → Completion logged for cohort reporting

Marketing

New Client Onboarding Chain

Client brief submitted → HubSpot record created → DocuSign service agreement dispatched → onboarding kit emailed → Slack channel created for the new client. Fully automated from brief to kickoff.

• 1 Form → New client brief submitted (trigger)
• 2 HubSpot → Client company created in CRM
• 3 DocuSign → Service agreement sent for e-signature
• 4 Email → Onboarding welcome kit & timeline emailed
• 5 Slack → Team notified & new client channel created

Marketing

Campaign Launch Coordination

Campaign setup in HubSpot triggers three simultaneous actions — client briefed via email, team assigned on Slack, tracking sheet prepared. Everyone ready before the campaign goes live.

• 1 HubSpot → Campaign created in CRM (trigger)
• 2 Email → Client briefed with campaign schedule & KPIs
• 3 Slack → Creative & media team assigned in channel
• 4 Google Sheets → Campaign tracking dashboard prepared

Steps 2 – 4 fire simultaneously the moment the campaign is created.

Marketing

Lead Magnet to Nurture Sequence

Client's lead magnet download triggers ActiveCampaign nurture sequence, CRM record is created, and a lead notification email alerts your client — all automatically.

• 1 Form → Lead magnet downloaded (trigger)
• 2 ActiveCampaign → 5-email nurture sequence started
• 3 CRM → Lead contact created & source tagged
• 4 Email → Daily lead digest emailed to your client

Marketing

Content Pipeline Coordination

Content brief submitted → Sheets calendar updated, email dispatched to copywriter, Slack task created for designer — all in parallel. Once done, approved posts are scheduled on X.

• 1 Google Forms → Content brief submitted by client (trigger)
• 2 Google Sheets → Content calendar updated with new brief
• 3 Email → Brief emailed to copywriter for drafting
• 4 Slack → Designer assigned with brief & deadline
• 5 X → Approved content scheduled to post on X

Steps 2 – 4 run in parallel. Step 5 triggers once all three complete.

Marketing

Multi-Channel Lead Nurture

ActiveCampaign new lead fans into email nurture, LinkedIn outreach, and SMS follow-up simultaneously. Hot leads who engage are captured in the CRM, while cold leads trigger a Slack alert for manual intervention.

• 1 ActiveCampaign → New lead enters pipeline (trigger)
• 2 Email → Nurture email sequence started
• 3 LinkedIn → Connection request & message sent
• 4 SMS → SMS follow-up sent 48 hrs later
• 5 CRM → Engaged leads captured as CRM opportunities
• 6 Slack → Unresponsive leads flagged for manual follow-up

Steps 2 – 4 run in parallel. Steps 5 and 6 trigger from their respective branches.

Recruitment

Job Application Pipeline

Application received → CRM contact created → acknowledgment email sent → LinkedIn profile flagged for review → recruiter alerted on Slack. Every applicant tracked from the first click.

• 1 Form → Job application submitted (trigger)
• 2 CRM → Candidate contact created & role tagged
• 3 Email → Application acknowledgment sent to candidate
• 4 LinkedIn → LinkedIn profile review prompt sent to recruiter
• 5 Slack → Recruiter alerted with candidate summary

Recruitment

Interview Scheduling Sequence

Shortlisted candidate flagged in CRM → Calendly interview invite sent → confirmation email dispatched → SMS reminder fires 2 hours before interview. No email chains, no no-shows.

• 1 CRM → Candidate shortlisted in CRM (trigger)
• 2 Calendly → Interview scheduling link sent to candidate
• 3 Email → Interview confirmation with location & prep tips
• 4 SMS → Reminder SMS sent 2 hours before interview

Recruitment

Successful Placement Follow-Up

CRM placement confirmed → five things fire at once: invoice emailed to client, 30-day check-in form scheduled, LinkedIn recommendation request sent, congratulations SMS to the placed candidate, and internal Slack celebration triggered.

• 1 CRM → Placement marked successful in CRM (trigger)
• 2 Email → Placement confirmation & invoice emailed to client
• 3 Google Forms → 30-day satisfaction check-in form scheduled to send
• 4 LinkedIn → LinkedIn connection & recommendation request sent
• 5 SMS → Congratulations SMS sent to the placed candidate
• 6 Slack → Team channel notified to celebrate the placement win

Steps 2 – 6 fire simultaneously the moment the placement is confirmed.

Recruitment

Candidate Outreach to Response Capture

LinkedIn outreach triggers parallel follow-up via email and SMS — all three channels working simultaneously. Responses captured in CRM and recruiter alerted via Slack.

• 1 LinkedIn → Candidate identified & message sent (trigger)
• 2 Email → Follow-up email sent 3 days after LinkedIn message
• 3 SMS → SMS nudge sent if no email response in 5 days
• 4 CRM → All interactions logged in candidate record
• 5 Slack → Recruiter alerted when candidate responds

Steps 2 – 3 run in sequence. Step 4 captures all interactions. Step 5 fires on response.

Operations

Booking & Deposit Collection

Calendly booking → Stripe deposit collected automatically → confirmation email sent → SMS reminder fires the day before. Deposits secured without a single back-and-forth.

• 1 Calendly → Appointment booked online (trigger)
• 2 Stripe → Deposit payment collected automatically
• 3 Email → Booking confirmation & invoice emailed
• 4 SMS → Reminder SMS fires 24 hrs before appointment

Finance

Quote Request to Invoice

Customer requests a quote via form → Xero invoice generated instantly → quote emailed to customer → follow-up SMS sent 3 days later if not yet approved.

• 1 Form → Quote request submitted online (trigger)
• 2 Xero → Quote generated automatically in Xero
• 3 Email → Professional quote emailed to customer
• 4 SMS → Friendly follow-up SMS sent after 3 days

Lead Generation

Referral Programme Automation

Customer submits a referral via form → three things fire at once: reward email to referrer, referral tracked in Sheets, and new contact created in CRM for follow-up.

• 1 Google Forms → Referral submitted via online form (trigger)
• 2 Email → Referral reward email sent to the referrer
• 3 Google Sheets → Referral logged with source & reward status
• 4 CRM → New referred contact created for follow-up

Steps 2 – 4 fire simultaneously the moment the referral is submitted.

Operations

NPS Survey to Owner Insights

NPS survey submitted → thank-you email sent to customer, response data logged in Sheets, score updated in CRM — then the owner gets a Slack summary of their satisfaction score.

• 1 Form → NPS survey submitted by customer (trigger)
• 2 Email → Personalised thank-you email sent to respondent
• 3 Google Sheets → Score & feedback logged for trend tracking
• 4 CRM → Customer satisfaction score updated in CRM
• 5 Slack → Owner receives daily NPS summary & low-score alerts

Steps 2 – 4 run in parallel. Step 5 triggers once all three complete.

Logistics

Shipment Confirmation to Customer

Shipment status updated in Google Sheets → confirmation email sent → SMS with tracking link sent → WhatsApp update for international customers. Every customer informed before they ask.

• 1 Google Sheets → Shipment dispatched & status updated (trigger)
• 2 Email → Dispatch confirmation email with ETA sent
• 3 SMS → SMS with live tracking link sent
• 4 WhatsApp → WhatsApp update sent to international contacts

Logistics

Driver Dispatch & Team Alert

Pickup scheduled via form → three actions fire at once: driver instructions emailed, SMS alert sent to driver, and operations team alerted on Slack with run details.

• 1 Google Forms → Pickup run scheduled (trigger)
• 2 Email → Driver instructions & manifest emailed
• 3 SMS → SMS with pickup address & time sent to driver
• 4 Slack → Ops team alerted with run summary

Steps 2 – 4 fire simultaneously the moment the run is scheduled.

Logistics

Proof of Delivery to Invoice

Driver submits proof of delivery form → customer confirmation email sent → invoice auto-created in Xero → payment reminder SMS fires in 7 days → delivery logged in CRM.

• 1 Google Forms → Driver submits proof of delivery (trigger)
• 2 Email → Delivery confirmation emailed to customer
• 3 Xero → Invoice automatically created & sent
• 4 SMS → Payment reminder SMS sent 7 days before due
• 5 CRM → Delivery logged & job marked complete

Logistics

Late Delivery Escalation

Sheets flags an overdue delivery → customer apology email, driver location SMS, and ops manager Slack alert all fire simultaneously. Resolved deliveries log to CRM; escalated issues trigger a WhatsApp to the client.

• 1 Google Sheets → Delivery flagged as overdue (trigger)
• 2 Email → Proactive apology email sent to customer
• 3 SMS → SMS sent to driver for location update
• 4 Slack → Ops manager alerted with delivery details
• 5 CRM → Resolved deliveries logged with resolution notes
• 6 WhatsApp → Escalated issues trigger WhatsApp to key client

Steps 2 – 4 run in parallel. Steps 5 and 6 trigger from their respective branches.

SaaS

Trial Expiry Conversion Push

Trial expiry detected → CRM usage check flags low-engagement accounts → Slack alert sent to customer success → Stripe payment triggered for hot converters → ActiveCampaign paid-tier sequence launched.

• 1 Email → Trial expiry email sent with upgrade offer (trigger)
• 2 CRM → Usage score checked — low engagers flagged
• 3 Slack → CS team alerted to reach out to at-risk trials
• 4 Stripe → One-click payment for hot converter trials
• 5 ActiveCampaign → Paid-tier onboarding sequence launched

SaaS

Feature Adoption Nudge

ActiveCampaign detects a user hasn't engaged with a key feature for 7 days → tips email, SMS nudge, Slack alert to CS team, and CRM record updated — all at the same time.

• 1 ActiveCampaign → Feature inactivity detected after 7 days (trigger)
• 2 Email → "How to get more from [Feature]" tips email sent
• 3 SMS → Friendly nudge SMS with tutorial link
• 4 Slack → CS team alerted to check in with user personally
• 5 CRM → Inactivity flag logged in customer record

Steps 2 – 5 fire simultaneously once inactivity is detected.

SaaS

Churn Prevention Pipeline

CRM flags an at-risk customer → win-back email, personal SMS, and Calendly success call invite all fire simultaneously — then Slack alerts the CS team once any of these is actioned.

• 1 CRM → Customer flagged as at-risk in CRM (trigger)
• 2 Email → Personalised win-back email with offer
• 3 SMS → Personal "can we help?" SMS from account manager
• 4 Calendly → Success call invite sent to book a rescue call
• 5 Slack → CS team alerted when customer responds

Steps 2 – 4 run in parallel. Step 5 triggers once any response is received.

SaaS

B2B LinkedIn to CRM Pipeline

LinkedIn prospect identified → CRM contact created with company data → outreach email sequence started → HubSpot deal created when prospect responds. From cold to warm without a manual touch.

• 1 LinkedIn → LinkedIn prospect identified & message sent (trigger)
• 2 CRM → Contact created with role & company details
• 3 Email → 3-email outreach sequence started
• 4 HubSpot → Deal created in HubSpot when prospect replies

eCommerce

Win-Back Inactive Customers

Klaviyo detects a customer who hasn't purchased in 90 days → win-back email campaign fires → exclusive SMS discount offer sent → Shopify discount code auto-generated if clicked.

• 1 Klaviyo → 90-day purchase inactivity detected (trigger)
• 2 Email → "We miss you" email with personalised product picks
• 3 SMS → Exclusive 15% off SMS with short expiry timer
• 4 Shopify → Unique discount code generated & applied at checkout

eCommerce

Partnership Enquiry Pipeline

Partnership/influencer enquiry form submitted → three things fire at once: auto-reply email with media kit, prospect logged in Sheets, and partnerships team alerted on Slack.

• 1 Form → Partnership or collab enquiry submitted (trigger)
• 2 Email → Media kit & rate card auto-emailed to prospect
• 3 Google Sheets → Prospect logged with audience size & niche
• 4 Slack → Partnerships team alerted with enquiry details

Steps 2 – 4 fire simultaneously the moment the enquiry is submitted.

eCommerce

Customer Service Escalation

Website chat complaint received → CRM support ticket created, auto-acknowledgment emailed to customer, support team alerted on Slack — all in parallel. Then the issue is logged to Sheets for trend tracking.

• 1 Website Chat → Complaint received via Website Chat (trigger)
• 2 CRM → Support ticket created with priority rating
• 3 Email → Auto-acknowledgment emailed to customer instantly
• 4 Slack → Support team alerted with complaint details
• 5 Google Sheets → Issue logged & categorised for trend reporting

Steps 2 – 4 run in parallel. Step 5 triggers once all three complete.

eCommerce

Product Launch Coordination

Shopify product goes live → Klaviyo email blast, SMS announcement, and X post all fire simultaneously. Klaviyo and SMS engagement drives VIP Mailchimp email. X activity is tracked in Sheets.

• 1 Shopify → New product published to store (trigger)
• 2 Klaviyo → New arrival email blast to full subscriber list
• 3 SMS → Launch announcement SMS to opted-in customers
• 4 X → Product launch post published on X
• 5 Mailchimp → VIP early access email to top customers
• 6 Google Sheets → Launch metrics tracked across all channels

Steps 2 – 4 run in parallel. Steps 5 and 6 trigger from their respective branches.