📥
Request received
Webhook fires the moment the form is submitted, no inbox to watch.
👤
Customer record created
Checks the CRM for an existing customer, then creates or updates, no duplicates.
🧾
Invoice drafted
Priced from your service list, tax applied, numbered in sequence.
✉️
Confirmation sent
Branded email plus an SMS. The customer hears back instantly, at 2am if needed.
⏰
Follow-ups scheduled
Reminders and review requests queued automatically. Nothing slips.
✅ Done, and nobody touched a keyboard
Every step above ran from one form submission. The same pipeline handles 5 requests a day or 500, at 3pm or 3am, without a single copy-paste.
2.4stotal run time
~15 minmanual time saved per request
0fields typed twice