Triggers for every moment
A new contact, a form submitted, a message received, a booking, a change of stage in your pipeline or someone joining a list. You choose when it starts.
Automations
Choose what happens when a new contact comes in, someone books or moves to another stage: Twilbox sends the WhatsApp message or email, creates the task and lets your team know. All with visual flows, no code to write.
Indicative figures: estimates of the expected improvement, which depend on each business's volume, sector and setup.
What's included
Each automation links a moment in your business to what you want to happen next.
A new contact, a form submitted, a message received, a booking, a change of stage in your pipeline or someone joining a list. You choose when it starts.
Send a Meta-approved WhatsApp template or an email, create a task, move the contact to another stage or notify your team.
Chain messages with waits in between: a welcome today, a follow-up tomorrow if they didn't book, a reminder before the appointment and an invitation to come back months later.
You see each flow as a series of steps, easy to read and to change, without writing a single line of code.
When something needs a person, the automation creates the task or notifies the right person, so nobody has to keep watch.
What gets sent is saved to the contact's record in the CRM, so you know what each customer has received.
How it works
A new contact, a booking, a form or a change of stage: the moment that sets the flow in motion.
Add messages, waits, tasks and alerts in whatever order you like. You see them as a journey, step by step.
From then on it runs by itself for every customer who meets the condition. You can pause or change it whenever you like.
Integrations
Your automations can start or end in any of these tools. And if yours isn't here, we connect it through webhooks or its API.
Before and after
Who it's for
A reminder before every appointment and a heads-up for the next check-up, without the front desk having to call.
A welcome for anyone who messages on Instagram, a follow-up if they didn't book and an invitation to return for anyone who hasn't been in for months.
Whoever fills in the information form joins a list and gets a sequence of emails and WhatsApp messages until they enroll.
FAQ
No. Automations are built with visual flows: you choose when it starts and what happens next, step by step. If you get stuck, Lía helps you set it up.
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