Workflow Recipes & Examples for CPR Businesses

Recipes are ready-made workflow structures you can customize. Below are practical examples tailored to a CPR-training business; build them from scratch or adapt a recipe.

New class inquiry follow-up

1. Trigger: Form Submitted (class inquiry form).
2. Action: Add tag "class-inquiry"; send a welcome SMS with the booking link.
3. Wait 2 days; If/Else: if no appointment booked, send a reminder email.

Appointment reminder sequence

1. Trigger: Appointment Booked.
2. Action: Confirmation SMS + email immediately.
3. Wait until 1 day before; send a reminder. Wait until 2 hours before; send a final reminder.

Certification renewal reminder

1. Trigger: Contact tag "cert-complete" added (or a custom certification date field).
2. Wait until ~11 months later.
3. Action: send a renewal reminder with a rebooking link.

Review request after class

1. Trigger: Appointment status = Showed (class completed).
2. Wait 1 day; Action: send a review-request message with your review link.