Your shop keeps working while you turn the wrench.
When an inquiry comes in, a task should be created. When the order is done, the customer should hear about it. You build rules like these in SimpliServ — without a single line of code.
Order finished
Trigger
Send WhatsApp
Action
Create task
Action
Request review
+3 hrs
Trigger, condition, action — and your rule is done
A trigger (new inquiry, new invoice, point in time), optional conditions with And/Or logic, then the actions: send an email, create a task, set a field, fire a webhook. Clicked together in the visual builder.
- Triggers: inquiries, documents, status, schedules
- Conditions with And/Or logic
- Actions: email, task, field, webhook
ORD-0050 · Anna Bauer
Status
The manual steps you'll never do again
Inquiry in → task for intake. Order done → customer gets a WhatsApp. Repair completed → review request. Set up once, handled forever.
- Status change notifies customers
- Inquiries create tasks — correctly assigned
- Reorder & review request automatically
Title
Category
Status
Start
End
Customer
Every phase change can trigger something
Service inquiry, estimate, order, invoice: when a customer order changes phase, a workflow can start — create a task, send a message or generate a document. You no longer have to think about a thing.
- Trigger on phase change in the order
- Action automatically: task, message, document
- No step gets forgotten anymore
You see what your rules are doing
Every run appears in the history — with a success or error status. Rules can be paused or adjusted at any time, and via webhooks your workflows also talk to external systems, in both directions.
- Execution history with status
- Turn rules on/off anytime
- Webhooks in both directions
Workflows & Automation in detail
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