Automatically add Workflows onto bookings
Katie Knight
It would be great if workflows could automatically be added onto bookings within certain paramaters (eg from intake forms) to auto send a welcome email with a brochure attached with pricing etc - instead of making the client wait until you're in front of the computer.
Another reason is so tasks can automatically be created for my staff can follow up on items, instead of waiting for me to manually add the workflow to the Booking.
Katie Knight
Merged in a post:
Automatic workflows
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Lars Frost
It would make working with Event Temple much easier if certain workflows were automatically added to new bookings. Starting a workflow when you reach a certain pipeline stage would also be optimal.
Katie Knight
Merged in a post:
Automatically Add Workflow
C
Cam Szarapka
As a property administrator, I would like to be able to set default workflows that will be applied to my bookings automatically.
this could be based on booking type which will allow the use of multiple workflows and also differentiate if some bookings don't need a workflow
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David Perry
Merged in a post:
Automated Workflow tasks
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Amanda Campbell
It would be amazing if workflows could automatically be added onto bookings. If tasks can automatically be created for follow up, instead of having to manually do this for every booking, it would save time and would make the booking process a lot more efficient.