Workflows
V1 Default Hood Cleaner Workflow
active
Version 1. Activated Jul 3, 2026, 3:51 AM.
This workflow is read-only. Create a draft from the active workflow to make changes.
Version Details
Name
Description
Workflow Groups
Name
Status
active
paused
archived
Sort
Name
Status
active
paused
archived
Sort
Name
Status
active
paused
archived
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active
paused
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active
paused
archived
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Name
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active
paused
archived
Sort
Workflow Steps
Name
Trigger Stage
Group
Select group
Review Request
Booking Sequence
Scheduled Reminder
Referral
Annual Agreement
Winback
Template
No template
annual_agreement
booking_1
booking_2
booking_3
referral_request
review_request
scheduled_confirmation
Step Key
Delay Days
Status
active
disabled
Action
email
task
webhook
Sort
Description
Name
Trigger Stage
Group
Select group
Review Request
Booking Sequence
Scheduled Reminder
Referral
Annual Agreement
Winback
Template
No template
annual_agreement
booking_1
booking_2
booking_3
referral_request
review_request
scheduled_confirmation
Step Key
Delay Days
Status
active
disabled
Action
email
task
webhook
Sort
Description
Name
Trigger Stage
Group
Select group
Review Request
Booking Sequence
Scheduled Reminder
Referral
Annual Agreement
Winback
Template
No template
annual_agreement
booking_1
booking_2
booking_3
referral_request
review_request
scheduled_confirmation
Step Key
Delay Days
Status
active
disabled
Action
email
task
webhook
Sort
Description
Name
Trigger Stage
Group
Select group
Review Request
Booking Sequence
Scheduled Reminder
Referral
Annual Agreement
Winback
Template
No template
annual_agreement
booking_1
booking_2
booking_3
referral_request
review_request
scheduled_confirmation
Step Key
Delay Days
Status
active
disabled
Action
email
task
webhook
Sort
Description
Name
Trigger Stage
Group
Select group
Review Request
Booking Sequence
Scheduled Reminder
Referral
Annual Agreement
Winback
Template
No template
annual_agreement
booking_1
booking_2
booking_3
referral_request
review_request
scheduled_confirmation
Step Key
Delay Days
Status
active
disabled
Action
email
task
webhook
Sort
Description
Name
Trigger Stage
Group
Select group
Review Request
Booking Sequence
Scheduled Reminder
Referral
Annual Agreement
Winback
Template
No template
annual_agreement
booking_1
booking_2
booking_3
referral_request
review_request
scheduled_confirmation
Step Key
Delay Days
Status
active
disabled
Action
email
task
webhook
Sort
Description
Name
Trigger Stage
Group
Select group
Review Request
Booking Sequence
Scheduled Reminder
Referral
Annual Agreement
Winback
Template
No template
annual_agreement
booking_1
booking_2
booking_3
referral_request
review_request
scheduled_confirmation
Step Key
Delay Days
Status
active
disabled
Action
email
task
webhook
Sort
Description
Name
Trigger Stage
Group
Select group
Review Request
Booking Sequence
Scheduled Reminder
Referral
Annual Agreement
Winback
Template
No template
annual_agreement
booking_1
booking_2
booking_3
referral_request
review_request
scheduled_confirmation
Step Key
Delay Days
Status
active
disabled
Action
email
task
webhook
Sort
Description
Name
Trigger Stage
Group
Select group
Review Request
Booking Sequence
Scheduled Reminder
Referral
Annual Agreement
Winback
Template
No template
annual_agreement
booking_1
booking_2
booking_3
referral_request
review_request
scheduled_confirmation
Step Key
Delay Days
Status
active
disabled
Action
email
task
webhook
Sort
Description
Name
Trigger Stage
Group
Select group
Review Request
Booking Sequence
Scheduled Reminder
Referral
Annual Agreement
Winback
Template
No template
annual_agreement
booking_1
booking_2
booking_3
referral_request
review_request
scheduled_confirmation
Step Key
Delay Days
Status
active
disabled
Action
email
task
webhook
Sort
Description
Name
Trigger Stage
Group
Select group
Review Request
Booking Sequence
Scheduled Reminder
Referral
Annual Agreement
Winback
Template
No template
annual_agreement
booking_1
booking_2
booking_3
referral_request
review_request
scheduled_confirmation
Step Key
Delay Days
Status
active
disabled
Action
email
task
webhook
Sort
Description
Name
Trigger Stage
Group
Select group
Review Request
Booking Sequence
Scheduled Reminder
Referral
Annual Agreement
Winback
Template
No template
annual_agreement
booking_1
booking_2
booking_3
referral_request
review_request
scheduled_confirmation
Step Key
Delay Days
Status
active
disabled
Action
email
task
webhook
Sort
Description
Name
Trigger Stage
Group
Select group
Review Request
Booking Sequence
Scheduled Reminder
Referral
Annual Agreement
Winback
Template
No template
annual_agreement
booking_1
booking_2
booking_3
referral_request
review_request
scheduled_confirmation
Step Key
Delay Days
Status
active
disabled
Action
email
task
webhook
Sort
Description
Email Templates
Template Key
Name
Status
draft
active
archived
Subject
Body
Hi {{contact_name}}, we can simplify scheduling for {{company}} with an annual agreement. Reply here or call {{phone}} to discuss. {{signature}}
Variables
Template Key
Name
Status
draft
active
archived
Subject
Body
Hi {{contact_name}}, {{company}} is due for its next cleaning. You can book here: {{booking_link}} or call {{phone}}. {{signature}}
Variables
Template Key
Name
Status
draft
active
archived
Subject
Body
Hi {{contact_name}}, just following up so {{company}} stays on schedule. Book here: {{booking_link}} or call {{phone}}. {{signature}}
Variables
Template Key
Name
Status
draft
active
archived
Subject
Body
Hi {{contact_name}}, we still have openings to keep {{company}} current. Reserve a time here: {{booking_link}} or call {{phone}}. {{signature}}
Variables
Template Key
Name
Status
draft
active
archived
Subject
Body
Hi {{contact_name}}, if you know another operator who needs reliable hood cleaning, {{owner_name}} would appreciate the introduction. {{signature}}
Variables
Template Key
Name
Status
draft
active
archived
Subject
Body
Hi {{contact_name}}, thanks for trusting {{owner_name}} with {{company}}. Could you leave us a quick review here: {{review_link}}? If you need anything, call {{phone}}. {{signature}}
Variables
Template Key
Name
Status
draft
active
archived
Subject
Body
Hi {{contact_name}}, your cleaning for {{company}} is scheduled. Questions or changes? Call {{phone}}. {{signature}}
Variables