Triggers

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Available Triggers Plus

Flashquotes offers multiple workflow triggers to automate customer communications at different stages of the customer journey. Each trigger has access to specific shortcodes relevant to that stage.

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Quote Requested

The Quote Requested trigger automatically enrolls leads in workflows when they submit a quote request through your lead intake forms. This allows you to engage leads immediately after they express interest, before you even send a formal quote. How it works:

1. A lead submits your lead intake form
2. Flashquotes automatically enrolls them in any active Quote Requested workflows
3. The email sequence begins immediately based on your configured timing
4. Workflows continue until the lead books or you stop them manually

Key Features:

• Automatic Enrollment: No manual action required - leads are enrolled as soon as they submit the form
• Immediate Engagement: Connect with leads during the critical window between request and quote delivery
• Gmail Account Selection: Choose which connected Gmail account sends the workflow emails
• Customizable Templates: Create email sequences tailored to new lead inquiries

Common Use Cases:

• Send immediate acknowledgment confirming quote request receipt
• Share your company story and build trust while preparing their quote
• Provide helpful event planning tips and resources
• Set expectations about your quote preparation timeline
• Answer common questions proactively

Setting Up Quote Requested Workflows: To create a Quote Requested workflow:

1. Navigate to Workflows from your main navigation
2. Create a new workflow
3. Select “Quote Requested” as the trigger type
4. Add email steps with your desired timing and content
5. Publish the workflow to activate automatic enrollment

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Quote Sent

The Quote Sent trigger automatically starts the workflow when you send a quote with “Enroll in workflow” enabled. You can create multiple Quote Sent workflows and choose which one to use for each quote. How it works:

1. Send a quote from the quotes page
2. Toggle “Enroll in workflow” before sending
3. Select which workflow to use from the dropdown (the default is pre-selected)
4. The email sequence begins automatically based on the selected workflow

Key Features:

• Multiple Workflows: Create different follow-up sequences for different situations
• Default Workflow: Set a default that’s pre-selected in the send modal — the first workflow created is automatically set as default
• Manual Control: Choose whether to enroll each quote individually
• Customizable: Modify timing, content, and number of steps to match your sales process

Managing Defaults:

• Navigate to any Quote Sent workflow and click Set as default in the header
• The default workflow shows a “Default” badge in the workflows list
• If you delete the default workflow, the next oldest is automatically promoted

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Quote Booked

The Quote Booked trigger fires automatically when a customer completes a booking. Use this to send post-booking communications like confirmation details, next steps, or onboarding information. How it works:

1. Create a workflow with the Quote Booked trigger
2. Add email steps with your desired timing and content
3. Publish the workflow
4. When a quote is booked, the lead is automatically enrolled

Key Features:

• Automatic Enrollment: Leads enroll as soon as their quote is booked
• Lead & Booking Shortcodes: Access lead, company, and booking details in email templates
• Gmail Integration: Send from your connected Gmail account
• Customizable Templates: Create sequences tailored to post-booking communications

Common Use Cases:

• Send booking confirmation with event details
• Share preparation guides and next steps
• Deliver important information and links
• Begin onboarding communications
• Request additional information needed for the event

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First Event Start Plus

The First Event Start trigger allows you to send workflow emails based on when the first event in a booking begins. This is perfect for time-sensitive communications that need to happen before, during, or after the event starts. How it works:

1. Create a workflow with the First Event Start trigger
2. Add email steps with delays relative to the event start time (e.g., “2 days before” or “1 hour after”)
3. Publish the workflow
4. When bookings are created, they’re automatically enrolled
5. Emails are scheduled based on the actual first event start time
6. If event date change the workflow emails automatically reschedule

Key Features:

• Automatic Enrollment: Bookings enroll automatically when created
• Dynamic Scheduling: Emails schedule based on actual event start times
• Automatic Rescheduling: Updates when event dates change
• Booking Shortcodes: Access booking-specific details in email templates
• Gmail Integration: Send from your connected Gmail account

Common Use Cases:

• Remind clients of their upcoming service
• Send details and set expectations with clients
• Morning-of message with setup information
• Immediate post-event thank you message

Scheduling Details:

• Steps can be scheduled before or after the event start time
• Rescheduling happens automatically when event date change

Requirements:

• Plus or Pro subscription

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Last Event End Plus

The Last Event End trigger allows you to send workflow emails based on when the final event in a booking concludes. This is ideal for post-event follow-ups, review requests, and re-engagement campaigns. How it works:

1. Create a workflow with the Last Event End trigger
2. Add email steps with delays relative to the event end time (e.g., “1 day after” or “7 days after”)
3. Publish the workflow
4. When bookings are created, they’re automatically enrolled
5. Emails are scheduled based on the actual last event end time
6. If event date change the workflow emails automatically reschedule

Key Features:

• Automatic Enrollment: Bookings enroll automatically when created
• Dynamic Scheduling: Emails schedule based on actual event end times
• Automatic Rescheduling: Updates when event dates change
• Booking Shortcodes: Access booking-specific details in email templates
• Gmail Integration: Send from your connected Gmail account

Common Use Cases:

• Thank you email immediately after the last event
• Review request 1-2 days after event completion
• Feedback survey request 1 week after event
• Re-booking campaign 30-60 days after event

Scheduling Details:

• Steps are typically scheduled after the event end time
• Rescheduling happens automatically when event date change

Requirements:

• Plus or Pro subscription

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Workflow Trigger Comparison

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Choosing the Right Trigger

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For Lead Engagement

• Quote Requested: First touchpoint when lead shows interest
• Quote Sent: Follow up after presenting your proposal

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For Post-Booking Communication

• Quote Booked: Immediate post-booking confirmation and onboarding
• First Event Start: Time-sensitive pre-event and day-of communications
• Last Event End: Post-event follow-up and relationship building

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Available Shortcodes by Trigger

Different triggers have access to different shortcodes based on what information is available at that stage:

• All Triggers: Company shortcodes ({{company.name}}, {{company.contact_email}}, etc.)
• Quote-Based (Quote Requested, Quote Sent): Lead and Quote shortcodes
• Booking-Based (Quote Booked, First Event Start, Last Event End): Lead and Booking shortcodes

View complete shortcodes reference →