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What workflows do

A workflow runs steps for you when something happens in Flashquotes. Send a quote, and it follows up for three weeks. Book an event, and it emails the client two weeks out. Build a quote, and it picks the right template before anyone sees it. Workflows need Plus or higher. Find them under Workflows in the sidebar.

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How a workflow is built

Every workflow is a trigger followed by steps on a canvas. There are four kinds of building blocks.

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Common workflows

See all starter templates and more ideas.

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Create your first workflow

  1. Go to Workflows and click New workflow
  2. Pick a template, or click Start from scratch
  3. Edit the steps and emails on the canvas
  4. Click Publish and start
What happens next: quotes and bookings that match the trigger start the workflow. Track each one on the workflow’s History tab.

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Who receives workflow emails

Workflow emails go to the contact on the record the workflow started from:
  • Quote sent and Quote created workflows email the contact on the quote
  • Booking created workflows email the contact on the booking
Each email goes to whoever is on the record when it sends:
  • Update a contact’s email address, and the remaining emails go to the new address
  • Change which contact a booking is under, and the remaining emails go to the new contact
  • Extra addresses you type into the Send Quote modal get that quote email only. Follow-ups go to the quote’s contact.
Workflows don’t have a recipient setting. To change who gets the emails, update the contact’s email or change the contact on the booking.

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Next steps