Communication Workflows

Adding communication workflow functionality that will be the backbone for external app communication with customers and clients. The system will work as a triggered drip with limited triggers on job and quote creation and fixed event and time-based events for sending all forms of communication.

Key Goals

  • Clear route of events that move through the lifecycle of a service.

  • Drag and drop email builder with premade components

  • Conditionals for triggers, events, and content blocks.

  • Placeholders

  • Actions will start with Email, SMS, Webhook, Slack Message, Tasks

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Upvoters
Status

Completed

Board
πŸ’‘

New Features

Tags

[User] Blocked

ETA
Feb 21, 2025
Date

About 1 year ago

Author

Christopher Scott

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