> ## 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.

# Automate your shop's workflows and follow-ups in ShopWrk

> Build event-driven automations with a visual workflow editor, use 10 pre-built templates, and let ShopWrk handle follow-ups, reminders, and notifications.

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.

## 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.

## 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.

<CardGroup cols={2}>
  <Card title="New Lead Welcome" icon="hand-wave" href="/features/automations#built-in-templates">
    Sends a welcome SMS immediately when a new lead is captured, then follows up with a detailed email after 1 hour.
  </Card>

  <Card title="Estimate Follow-up" icon="file-invoice" href="/features/automations#built-in-templates">
    Follows up on sent estimates after 2 days if the customer hasn't approved yet.
  </Card>

  <Card title="Review Request" icon="star" href="/features/automations#built-in-templates">
    Asks customers for a review 1 day after their job is completed.
  </Card>

  <Card title="Booking Confirmation" icon="calendar-check" href="/features/automations#built-in-templates">
    Sends an instant confirmation SMS and a detailed email when a new booking request comes in.
  </Card>

  <Card title="Deal Won Celebration" icon="trophy" href="/features/automations#built-in-templates">
    Sends a confirmation SMS when a deal is marked won, then a thank-you email with a referral ask 3 days later.
  </Card>

  <Card title="Invoice Payment Thank-You" icon="circle-check" href="/features/automations#built-in-templates">
    Thanks customers automatically when they pay an invoice and tags them as paid.
  </Card>

  <Card title="Overdue Invoice Reminder" icon="clock" href="/features/automations#built-in-templates">
    Sends a reminder SMS 3 days after an invoice is sent if unpaid, then a final email reminder 4 days after that.
  </Card>

  <Card title="Job Status Update" icon="wrench" href="/features/automations#built-in-templates">
    Notifies customers via SMS whenever their job status changes and logs a note.
  </Card>

  <Card title="Estimate Approved Notification" icon="thumbs-up" href="/features/automations#built-in-templates">
    Confirms an estimate approval via SMS, tags the contact, and logs a note.
  </Card>

  <Card title="New Contact Onboarding" icon="users" href="/features/automations#built-in-templates">
    A 3-touch drip for new contacts: welcome SMS, onboarding email the next day, and a check-in SMS after 5 days.
  </Card>
</CardGroup>

## Available triggers

Triggers are organized by category. You can build automations on any of the following events:

<AccordionGroup>
  <Accordion title="Contacts">
    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
  </Accordion>

  <Accordion title="CRM">
    Deal Created, Deal Stage Changed, Deal Won, Deal Lost
  </Accordion>

  <Accordion title="Estimates">
    Estimate Created, Estimate Sent, Estimate Approved, Estimate Declined
  </Accordion>

  <Accordion title="Jobs">
    Job Created, Job Status Changed, Job Completed
  </Accordion>

  <Accordion title="Invoices">
    Invoice Created, Invoice Sent, Invoice Paid
  </Accordion>

  <Accordion title="Messaging">
    Message Received, Instagram Comment Received
  </Accordion>

  <Accordion title="Booking">
    Booking Request Created, Booking Request Status Changed
  </Accordion>

  <Accordion title="Warranties">
    Warranty Registration Due, Warranty Inspection Due
  </Accordion>

  <Accordion title="System">
    Scheduled (Recurring), Manual Trigger, Custom Webhook
  </Accordion>
</AccordionGroup>

## Creating an automation

<Steps>
  <Step title="Click New Automation">
    From the Automations page, click **New Automation** in the top-right corner.
  </Step>

  <Step title="Choose a starting point">
    Select **Start from a template** to use one of the built-in workflows, or **Start blank** to build from scratch.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Name and describe it">
    Give the automation a clear name and optional description so your team knows what it does.
  </Step>

  <Step title="Activate">
    Toggle the automation **Active** to turn it on. You can pause it at any time by toggling it off.
  </Step>
</Steps>

## 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.

<Tabs>
  <Tab title="Activating and pausing">
    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.
  </Tab>

  <Tab title="Duplicating">
    Open the three-dot menu on any automation and click **Duplicate** to create a copy. Useful for building variations of a workflow — for example, separate welcome sequences for different service types.
  </Tab>

  <Tab title="Viewing run history">
    Click **View Runs** from the three-dot menu to see every time the automation has executed, including whether each run succeeded or failed and what triggered it.
  </Tab>

  <Tab title="Analytics">
    Click **Analytics** in the Automations toolbar to see aggregate run stats, success rates, and failure patterns across all your automations.
  </Tab>
</Tabs>

<Tip>
  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.
</Tip>

## 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.