Workflows
What is the concept of Workflow and what are the potential outcomes that can be attained through its utilization?
Workflow can streamline all tasks related to your appointments and enable you to create efficient business processes. For instance, you can configure it to automatically send an email to the customer and a Telegram message to the staff or admin when an appointment is booked. Additionally, you can set it up to send a Zoom meeting link to the staff or admin via email when there are only 30 minutes left until the meeting starts. Once the meeting is over, you can send a survey form to the customer via Whatsapp and make a POST request to EXAMPLE_URL address through webhook. Moreover, you can change the meeting status to Archived after a month has passed. The possibilities are endless, and we can provide you with a comprehensive list of supported actions.
- Upon the addition of a new appointment.
- In the event of appointment rescheduling.
- When there is a change in the status of an appointment, which can be determined by comparing the previous and current status.
- At the conclusion of an appointment, or N minutes prior to or after its conclusion.
- When a new customer is registered in the system.
Various actions can be initiated upon meeting the specified conditions. The triggers that are supported are listed below:
- Sending an email.
- Sending SMS. ( Using Twilio or Amazon SNS )
- Sending WhatsApp messages. ( Using Twilio )
- Sending Telegram messages.
- Changing Appointment Status.
- Sending HTTP(s) requests with Webhook.
The list keeps expanding with the addition of new triggers. You have the ability to create multiple Workflow algorithms simultaneously, allowing you to combine different triggers within each algorithm.
Each trigger has its own set of fields. For instance, the Email trigger includes fields such as To, Subject, Body, and Attachment. The ‘To’ field allows for multiple arguments, meaning you can choose a customer’s email, staff’s email, and even add a custom email (such as the admin’s email) all at once. Additionally, you can select the email that you added to the custom field. The Subject and Body fields can be enhanced by utilizing default keywords. The attachment field also supports multiple arguments. For example, you can add the URL of a PDF, select a PDF that was generated using the Invoice module, or select a PDF that was created using the Custom fields module.
By utilizing modules in conjunction, you have the ability to develop intricate algorithms. Here are a few examples:
1. By employing Custom Forms, you can collect the phone number of a student’s parents and schedule an automated WhatsApp message to be sent one hour prior to the meeting.
2. With the assistance of Custom Forms, you can mandate the submission of a scanned version of a customer’s passport when they book a new appointment. Using the Workflow module, you can then forward this attachment to the staff’s Telegram account.
3. Through the use of the Invoice module, you can generate a PDF document and seamlessly deliver it to the customer’s email address using the Workflow feature.
Additionally, there exists an alternative range of filters at your disposal. For instance, by employing the Locale filter, you have the ability to send emails in the language preferred by the user on your website. Provided below is the comprehensive compilation of available filters.
- Location filter
- Staff filter
- Service filter
- Locale filter
- Status filter
In addition, it is possible to remove or temporarily deactivate Workflow.
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