Workflow automation software
Eight triggers and five actions, chained with a delay between steps. A new client gets a welcome text, then a follow-up email three days later, and every run is recorded with its outcome.
Live in 5 minutes · No setup fee · No long-term contract
What you're doing by hand
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 a workflow runs
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.
Triggers, conditions, and actions
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.
The follow-up each trade forgets
The service businesses that get the most out of this feature, and the specific way each one uses it.
HVAC
Job-completed → invoice → review request → maintenance reminder chain
Pest Control
Treatment completed → next-visit booking → contract renewal nudge
Real Estate
Buyer inquiry → 5-min auto-text → next-day showing reminder
Marketing Agency
Onboarding sequence + monthly report delivery + renewal reminders
Law Firm
Intake call → consultation reminder → engagement letter follow-up
Before and after Workflow Automation
Sample workflow: HVAC job completion
What fires automatically when a tech marks a work order Completed.
A real workflow in motion
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
Workflow questions
How is this different from Zapier?
Can I add conditions?
What if an action fails?
How are SMS and email charged?
What automation costs
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 plansWhat the actions reach
Automated SMS
The SMS delivery engine that powers workflow messages.
Automated Email
Email delivery via Resend with full merge field support.
Review Requests
Automate Google review asks after every completed job.
Lead Management
Workflows power the auto-acknowledgement messages + auto-assignment rules that drive sub-5-minute speed-to-lead.
Ready to try Workflow Automation?
Start your 14-day free trial. No credit card required.