Shortcodes are dynamic placeholders that automatically insert relevant information into your workflow emails. They help personalize your messages and ensure accurate information is always included. Short codes are formatted as {{entity.attribute}} and must be surrounded by {{}} to be translated to a dynamic value.
After adding shortcodes to a message template, preview it with a quote to make sure they work as expected

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Available Shortcodes by Trigger

Specific shortcodes are only available for certain triggers - for example, {{invoice.due_date}} wouldn’t be available for a Quote Sent trigger before there’s a booking and invoice.

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Lead Information

ShortcodeDescriptionExample
{{lead.first_name}}Lead’s first nameJohn
{{lead.last_name}}Lead’s last nameDoe
{{lead.full_name}}Lead’s full nameJohn Doe
{{lead.email}}Lead’s email addressjohn@example.com
{{lead.company_name}}Lead’s company nameAcme Inc
{{lead.phone}}Lead’s phone number+1 234-567-890
{{lead.city}}Lead’s cityNew York

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Company Information

This is information about your company
ShortcodeDescriptionExample
{{company.name}}Company nameAcme Inc
{{company.contact_email}}Company contact emailcontact@acmeinc.com
{{company.contact_phone}}Company contact phone number+1 234-567-890

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Quote Information

ShortcodeDescriptionExample
{{quote.amount}}Quote amount$1,500.00
{{quote.event_start_date}}Quote event start dateMarch 25, 2025
{{quote.event_start_time}}Quote event start time10:00 AM
{{quote.event_end_date}}Quote event end dateMarch 26, 2025
{{quote.event_end_time}}Quote event end time1:00 PM
{{quote.event_address}}Quote event address123 Main St, Anytown, USA
{{quote.guest_count}}Quote guest count10
{{quote.number_of_days}}Quote number of days2
{{quote.number_of_staff}}Quote number of staff2
{{quote.number_of_resources}}Quote number of resources2
{{quote.expiration_date}}Quote expiration dateApril 11, 2025
Ready to become a shortcodes power user? Check out our Helper Functions for additional features like default values and more.