Your First Automation

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Automations (workflows) are trigger → actions. The first one every business should build: instant follow-up on new leads — because the first business to respond usually wins.

Steps

1. Go to Automation → Workflows and create a new workflow — start from scratch, a recipe, or just describe it to the AI builder.
2. Add the trigger: Form Submitted, filtered to your lead form.
3. Add action one: Send SMS — a short, human text like "Thanks for reaching out! What's the best time to call?"
4. Add action two: Send Email — a fuller reply with your details and booking link.
5. Optionally add: a notification to yourself, a tag like "new-lead," and a wait step before a day-two follow-up.
6. Submit your own form as a test, watch each step fire, then switch the workflow from draft to Published.

Good to know

• Draft workflows don't run. If nothing happened, check the publish toggle first.
• The SMS step only delivers once your A2P registration is approved (see the SMS guide).
• Always test with your own contact info before pointing real traffic at it.

Related

• Forms & Lead Capture
• Text Messaging & SMS Registration