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Documentation Index

Fetch the complete documentation index at: https://docs.shopwrk.com/llms.txt

Use this file to discover all available pages before exploring further.

ShopWrk Automations let you set up workflows that run on their own whenever something happens in your shop. When a job is completed, a review request goes out. When an invoice goes unpaid, a reminder fires. When a new lead comes in, they get a welcome text. You define the rules once and ShopWrk handles the follow-through. Open Automations from the sidebar to manage all your workflows.

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How automations work

Each automation has three parts:
  1. Trigger — the event that starts the automation (e.g., “Job Completed”)
  2. Conditions (optional) — filters that must be true for the automation to continue (e.g., “only for PPF jobs”)
  3. Actions — what happens when the automation runs (send SMS, send email, add a tag, log a note, etc.)
When the trigger event occurs and all conditions are met, ShopWrk executes the actions in order. Delays between actions let you space out a multi-touch sequence.

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Built-in templates

ShopWrk ships with 10 ready-to-use templates that cover the most common follow-up workflows for auto styling shops. Start from a template to save time — you can customize everything after creating it.

New Lead Welcome

Sends a welcome SMS immediately when a new lead is captured, then follows up with a detailed email after 1 hour.

Estimate Follow-up

Follows up on sent estimates after 2 days if the customer hasn’t approved yet.

Review Request

Asks customers for a review 1 day after their job is completed.

Booking Confirmation

Sends an instant confirmation SMS and a detailed email when a new booking request comes in.

Deal Won Celebration

Sends a confirmation SMS when a deal is marked won, then a thank-you email with a referral ask 3 days later.

Invoice Payment Thank-You

Thanks customers automatically when they pay an invoice and tags them as paid.

Overdue Invoice Reminder

Sends a reminder SMS 3 days after an invoice is sent if unpaid, then a final email reminder 4 days after that.

Job Status Update

Notifies customers via SMS whenever their job status changes and logs a note.

Estimate Approved Notification

Confirms an estimate approval via SMS, tags the contact, and logs a note.

New Contact Onboarding

A 3-touch drip for new contacts: welcome SMS, onboarding email the next day, and a check-in SMS after 5 days.

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Available triggers

Triggers are organized by category. You can build automations on any of the following events:
Contact Created, Contact Updated, Contact Tag Added, Contact Tag Removed, Lead Created, Lead Status Changed, Lead Converted, ShopWrk Lead Form Submitted, Meta Lead Form Submitted
Deal Created, Deal Stage Changed, Deal Won, Deal Lost
Estimate Created, Estimate Sent, Estimate Approved, Estimate Declined
Job Created, Job Status Changed, Job Completed
Invoice Created, Invoice Sent, Invoice Paid
Message Received, Instagram Comment Received
Booking Request Created, Booking Request Status Changed
Warranty Registration Due, Warranty Inspection Due
Scheduled (Recurring), Manual Trigger, Custom Webhook

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Creating an automation

1

Click New Automation

From the Automations page, click New Automation in the top-right corner.
2

Choose a starting point

Select Start from a template to use one of the built-in workflows, or Start blank to build from scratch.
3

Pick a trigger (blank path only)

If starting blank, select the event that will trigger this automation. Triggers are grouped by category so you can find the right one quickly.
4

Build your workflow

In the visual workflow editor, add condition nodes to filter when the automation should run, then add action nodes — send SMS, send email, add a tag, add a note, or introduce a time delay.
5

Name and describe it

Give the automation a clear name and optional description so your team knows what it does.
6

Activate

Toggle the automation Active to turn it on. You can pause it at any time by toggling it off.

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Managing automations

The automations list shows every workflow you’ve created, with its current status (Active or Paused), trigger type, run count, and failure count.
Use the toggle on each automation row to enable or disable it without deleting it. You can also select multiple automations and bulk enable or disable them.
Use the category filter on the Automations list to focus on a specific domain — for example, filter to “Jobs” to see only automations that fire on job events.

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Import and export

You can export an automation as a JSON file and import it into another shop account. This is useful for sharing workflows between multiple locations or backing up a complex automation before making changes. Use the Import button in the Automations toolbar to upload a previously exported JSON file.