QUICK EXAMPLES
When a deal is won, send WhatsApp to client and create a follow-up task
When a new lead is created, send WhatsApp welcome message and assign to sales manager
Send payment reminder email and WhatsApp when invoice is overdue
When a deal is lost, create a 30-day follow-up task and add a comment
When lead is converted to deal, send congratulations email and create invoice
When a deal moves to Negotiation stage, notify the manager and schedule a call
When a task is overdue, notify the assignee and their manager
When a new contact is added, send welcome email and create a deal in pipeline
When invoice is paid, send thank you WhatsApp and add VIP tag to contact
When a deal worth more than $10000 is won, notify CEO and create invoice