⚡ Automation Templates

Plug-and-play workflows for Zapier, Make.com, or native integrations.

Workflow 1: After-Hours Call → CRM + Alert

TRIGGER: New voicemail/call received after business hours
ACTION 1: Create contact in CRM (HubSpot/Pipedrive/Jobber)
ACTION 2: Send SMS alert to on-call technician
ACTION 3: Log call details to Google Sheet for tracking

Workflow 2: Missed Call Recovery

TRIGGER: Missed call detected (no voicemail left)
ACTION 1: Wait 5 minutes
ACTION 2: Send automated text: "Hi! We noticed you called [COMPANY]. How can we help?"
ACTION 3: If no response in 2 hours, send follow-up

Workflow 3: Emergency Dispatch

TRIGGER: Call tagged as "emergency" by AI
ACTION 1: Immediately SMS on-call tech with details
ACTION 2: Create high-priority task in project management
ACTION 3: Send confirmation text to customer

Workflow 4: Lead Follow-Up Sequence

TRIGGER: New lead from after-hours call
ACTION 1: Immediate: Send thank you text
ACTION 2: +24 hours: Follow-up email with info
ACTION 3: +72 hours: "Still need help?" check-in

Setup Instructions

  1. Choose your automation platform (Zapier, Make.com, or native)
  2. Create a new workflow/scenario
  3. Set up the trigger (usually webhook from your answering service)
  4. Add each action step
  5. Test with a real call
  6. Activate and monitor

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