Templates and recipes
Get started fast with pre‑built templates and step‑by‑step recipes you can customize.
Using templates
- Go to Business App > Administration > Automations
- Select Create Automation
- Choose a template from the gallery (or search for one)
- Review the suggested trigger, conditions, and actions
- Edit as needed, Save, and toggle On
Popular: Review request after service
Purpose: Automatically follow up with customers to request a review after a service is completed or a lead is converted.
info
Requirements: Reputation Management Premium is a required product for the Send review request action. Messaging actions require Conversations Pro.
Steps:
- Create Automation
- Choose a Trigger (for example, When a contact is created)
- Add Action > Send review request
- Configure and Save
- Toggle On and allow the confirmation prompt
Images for the review request flow are available here:
FAQs
Automations are available to all Business App users. Specific actions (for example, SMS and plain‑text email) require Conversations Pro.