Automate Follow-Ups, Reminders, and Every Repeatable Task
Pick a trigger, chain actions with delays, and let Smarfle handle the busywork. New lead? Send welcome SMS, wait 2 days, send follow-up email, create task. All automated.
The Problem
Service businesses lose jobs and reviews because follow-ups get forgotten. Every owner knows they should send a 'how was your service' text a day later, but nobody has the time.
Follow-Ups Get Forgotten
A new lead comes in, you quote them, they go quiet, and two weeks later you realize you never followed up. Leads worth hundreds of dollars die because nobody had a reminder to nudge them.
Zapier Is Too Complex
Generic automation tools like Zapier are powerful but expensive ($30-$50/month), hard to configure, and know nothing about your CRM data. You spend hours wiring up what should be a single toggle.
Review Requests Go Out Sporadically
You know you should ask for a Google review after every completed job, but it happens maybe 1 in 5 times. The other 4 are five-star reviews you never got.
How It Works
Pick a Trigger
Choose from 7 triggers: client created, work order created, work order completed, invoice sent, invoice paid, invoice overdue, or booking received.
Chain Actions with Delays
Stack up to 10 actions: send SMS, send email (with template), create task, add tag, update status. Each action can wait minutes, hours, or days before running.
Use Merge Fields
Pull client name, work order details, invoice total, business phone, portal link, and more into every message. No hardcoding, every client gets personalized copy.
Monitor the Run History
Every workflow run is logged with status, errors, and the exact actions that fired. See which clients hit which step so you know the workflow is working.
Key Capabilities
7 Triggers, 5 Action Types
Triggers: client_created, work_order_created/completed, invoice_sent/paid/overdue, booking_received. Actions: send SMS, send email, create task, add tag, update status.
Delay Scheduling
Each step can wait 5 minutes, 1 hour, 2 days, or 2 weeks. A cron endpoint resumes delayed steps so your automations run on the exact timeline you set.
Email Template Integration
Workflows plug directly into the email template library. Pick a template, let Smarfle resolve merge fields, and send. No duplicate copy-paste across automations.
Merge Field Engine
14 merge fields for business info, client, work order, invoice, services, and portal link. Fields resolve server-side from the trigger context so every message is accurate.
Run History Dashboard
See every workflow run with status (running, complete, failed), error messages, and the action timeline. Debug problems without opening the database.
Toggle On/Off Per Workflow
Flip a workflow off during the holidays, test a new one before going live, or pause a seasonal automation. Toggles take effect immediately without losing your config.
See It in Action
Five workflows every service business should run from day one.
Workflows Running
Actions This Month
Hours Saved
New Lead Welcome SMS
Trigger: client_created
Review Request After Job
Trigger: work_order_completed + 1 day
Overdue Invoice Nudge
Trigger: invoice_overdue + 3 days
Booking Confirmation Chain
SMS + email + task
Frequently Asked Questions
Workflows are native to Smarfle, so they know your triggers, client data, merge fields, and email templates out of the box. No wiring up webhooks, no separate subscription, no extra monthly cost beyond pay-as-you-go SMS/email rates.
Yes. Each workflow evaluates a condition check before executing. Filter by client status, tag, work order priority, or invoice amount so only relevant records trigger the automation.
Failed actions are logged with the error message in the run history. The workflow engine continues to the next step unless the action is marked required. You can re-run or fix and retry from the dashboard.
Each workflow-sent SMS is billed at the standard $0.05 outbound rate and each email at $0.01, both from your prepaid wallet. Workflow automation itself is free.
Pricing
Workflow Automation Is Free
Unlimited workflows, unlimited runs, unlimited actions. Only SMS and email delivery are billed at standard pay-as-you-go rates from your wallet.
Pay only for SMS + email
View all plansReady to try Workflow Automation?
Start your 7-day free trial. No credit card required.